UNITED CAPITAL FINANCIAL ADVISORS, LLC - VANGUARD WORLD FD ownership

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VANGUARD WORLD FD's ticker is VSGX and the CUSIP is 921910725. A total of 247 filers reported holding VANGUARD WORLD FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

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Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$237,219
-31.2%
4,703
-27.6%
0.00%0.0%
Q2 2023$344,896
-62.5%
6,494
-63.0%
0.00%
-60.0%
Q1 2023$919,860
+8.2%
17,568
+1.6%
0.01%0.0%
Q4 2022$850,221
+9.0%
17,284
-3.7%
0.01%0.0%
Q3 2022$780,000
-5.2%
17,950
+7.0%
0.01%0.0%
Q2 2022$823,000
-13.3%
16,774
+1.1%
0.01%0.0%
Q1 2022$949,000
-2.8%
16,594
+5.5%
0.01%
+25.0%
Q4 2021$976,000
-3.8%
15,734
-4.3%
0.00%
-20.0%
Q3 2021$1,015,000
+12.7%
16,443
+17.0%
0.01%0.0%
Q2 2021$901,000
+5.1%
14,049
+0.6%
0.01%0.0%
Q1 2021$857,000
+18.2%
13,967
+14.2%
0.01%
+25.0%
Q4 2020$725,000
+29.2%
12,232
+12.4%
0.00%0.0%
Q3 2020$561,000
+20.1%
10,880
+12.1%
0.00%
+33.3%
Q2 2020$467,000
+29.0%
9,702
+10.3%
0.00%0.0%
Q1 2020$362,000
-10.2%
8,795
+16.5%
0.00%0.0%
Q4 2019$403,000
+70.0%
7,547
+57.1%
0.00%
+50.0%
Q3 2019$237,000–4,804–0.00%–
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Other shareholders
VANGUARD WORLD FD shareholders Q4 2021
NameSharesValueWeighting ↓
Platt Investment Counsel, LLC 207,779$10,879,32014.54%
Refined Wealth Management 250,804$13,132,07311.60%
LEO BROKERAGE, LLC 721,603$37,831,1715.65%
Crewe Advisors LLC 462,307$24,206,3953.53%
Stewardship Advisors, LLC 145,231$7,604,2952.92%
Northland Capital Management LLC 62,174$3,255,4362.44%
OGOREK ANTHONY JOSEPH /NY/ /ADV 99,142$5,1912.12%
Financial Connections Group, Inc. 53,675$2,8102.00%
Hanson & Doremus Investment Management 171,065$8,9571.99%
DHK Financial Advisors, Inc. 29,500$1,544,6051.92%
View complete list of VANGUARD WORLD FD shareholders