UNITED CAPITAL FINANCIAL ADVISORS, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 281 filers reported holding VANGUARD WORLD FD in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.8%.

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$523,00010,0730.00%
Other shareholders
VANGUARD WORLD FD shareholders Q2 2021
NameSharesValueWeighting ↓
VISA FOUNDATION 3,057,600$268,732,000100.00%
Refined Wealth Management 267,899$23,546,00018.26%
Platt Investment Counsel, LLC 231,549$20,351,00017.36%
IMPACTfolio, LLC 146,532$12,879,00011.28%
Crewe Advisors LLC 473,418$41,609,0008.46%
Verde Capital Management 218,649$19,217,0007.32%
RETIREMENT CAPITAL STRATEGIES 174,812$15,364,0005.64%
Financial Network Wealth Management LLC 117,489$10,326,0005.23%
EQ LLC 77,696$6,829,0004.76%
Cedar Wealth Management, LLC 128,472$11,291,0004.56%
View complete list of VANGUARD WORLD FD shareholders