UNITED CAPITAL FINANCIAL ADVISORS, LLC - VANGUARD WORLD FD ownership

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VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 214 filers reported holding VANGUARD WORLD FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.9%.

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Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$678,033
-17.8%
9,014
-14.4%
0.00%0.0%
Q2 2023$825,182
-54.0%
10,532
-57.9%
0.00%
-60.0%
Q1 2023$1,792,320
+9.0%
24,994
+0.1%
0.01%
+11.1%
Q4 2022$1,644,352
+9.0%
24,967
+4.2%
0.01%0.0%
Q3 2022$1,508,000
+5.0%
23,968
+10.8%
0.01%
+12.5%
Q2 2022$1,436,000
-14.6%
21,625
+4.3%
0.01%0.0%
Q1 2022$1,681,000
-7.0%
20,736
+0.9%
0.01%0.0%
Q4 2021$1,807,000
+3.3%
20,560
-5.9%
0.01%
-11.1%
Q3 2021$1,749,000
+16.1%
21,845
+15.9%
0.01%
+12.5%
Q2 2021$1,507,000
+4.4%
18,841
-3.7%
0.01%0.0%
Q1 2021$1,443,000
+21.5%
19,561
+15.5%
0.01%
+14.3%
Q4 2020$1,188,000
+17.3%
16,931
+3.4%
0.01%0.0%
Q3 2020$1,013,000
+11.2%
16,381
+1.3%
0.01%0.0%
Q2 2020$911,000
+38.0%
16,164
+12.2%
0.01%
+40.0%
Q1 2020$660,000
-1.8%
14,408
+21.2%
0.01%
+25.0%
Q4 2019$672,000
+28.5%
11,887
+18.0%
0.00%0.0%
Q3 2019$523,000–10,073–0.00%–
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Other shareholders
VANGUARD WORLD FD shareholders Q4 2020
NameSharesValueWeighting ↓
VISA FOUNDATION 2,324,535$166,692,405100.00%
Platt Investment Counsel, LLC 318,000$22,803,81130.48%
Verde Capital Management 477,375$34,232,52514.28%
IMPACTfolio, LLC 188,942$13,549,03011.34%
Financial Network Wealth Management LLC 218,901$15,697,3917.77%
LEO BROKERAGE, LLC 696,180$49,967,7417.46%
Cedar Wealth Management, LLC 251,080$18,004,9747.37%
EQ LLC 85,006$6,095,7874.63%
Atlantic Private Wealth, LLC 52,252$3,746,9913.94%
Affinity Capital Advisors, LLC 168,716$12,098,6033.76%
View complete list of VANGUARD WORLD FD shareholders