UNITED CAPITAL FINANCIAL ADVISORS, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 235 filers reported holding VANGUARD WORLD FD in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q2 2024$3,308,798
+15.4%
10,531
+5.3%
0.03%
+16.7%
Q1 2024$2,867,398
+8.0%
10,005
-2.2%
0.02%
+9.1%
Q4 2023$2,655,047
+11.8%
10,231
-2.2%
0.02%
+37.5%
Q3 2023$2,374,766
-4.9%
10,466
-1.4%
0.02%
+14.3%
Q2 2023$2,497,687
+12.9%
10,614
-1.8%
0.01%
+16.7%
Q1 2023$2,211,402
+7.7%
10,813
-9.4%
0.01%0.0%
Q4 2022$2,053,479
-3.7%
11,934
-2.5%
0.01%
-7.7%
Q3 2022$2,133,000
-9.4%
12,237
-5.5%
0.01%0.0%
Q2 2022$2,354,000
-24.4%
12,955
-2.0%
0.01%
-13.3%
Q1 2022$3,112,000
-26.9%
13,219
-19.0%
0.02%
-25.0%
Q4 2021$4,255,000
-6.6%
16,317
-15.9%
0.02%
-13.0%
Q3 2021$4,554,000
+3.2%
19,397
+1.8%
0.02%
+4.5%
Q2 2021$4,411,000
+27.3%
19,062
+13.9%
0.02%
+15.8%
Q1 2021$3,464,000
+4.5%
16,730
+2.9%
0.02%
-5.0%
Q4 2020$3,314,000
+6.7%
16,263
-3.0%
0.02%0.0%
Q3 2020$3,107,000
+1.1%
16,758
-10.8%
0.02%
-9.1%
Q2 2020$3,072,000
+12.4%
18,786
-12.7%
0.02%
-4.3%
Q1 2020$2,733,000
-21.1%
21,507
-9.5%
0.02%
+4.5%
Q4 2019$3,463,000
+12.1%
23,775
+2.1%
0.02%0.0%
Q3 2019$3,089,000
-16.2%
23,286
-18.2%
0.02%
-8.3%
Q2 2019$3,687,000
+21.4%
28,475
+16.6%
0.02%
+14.3%
Q1 2019$3,038,000
+18.8%
24,428
+2.2%
0.02%
+5.0%
Q4 2018$2,557,00023,8990.02%
Other shareholders
VANGUARD WORLD FD shareholders Q2 2019
NameSharesValueWeighting ↓
Cassaday & Co Wealth Management LLC 3,832,002$783,682,67833.43%
Erickson Financial Group, LLC 93,977$19,219,23619.06%
Zeit Capital LLC 80,608$16,485,10815.25%
Greytown Advisors Inc. 108,279$22,144,25011.45%
BHK Investment Advisors, LLC 123,312$25,218,47311.02%
Bernardo Wealth Planning LLC 125,340$25,633,35111.00%
FC Advisory LLC 115,165$23,552,32610.41%
Kensington Asset Management, LLC 460,700$94,217,7579.83%
Blackston Financial Advisory Group, LLC 63,926$13,0739.77%
Tower Wealth Partners, Inc. 54,773$11,201,6269.36%
View complete list of VANGUARD WORLD FD shareholders