UNITED CAPITAL FINANCIAL ADVISORS, LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGV and the CUSIP is 921910840. A total of 294 filers reported holding VANGUARD WORLD FD in Q2 2022. The put-call ratio across all filers is 0.14 and the average weighting 0.9%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$2,712,125
-1.6%
26,747
+0.7%
0.02%
+20.0%
Q2 2023$2,756,981
+2.7%
26,5710.0%0.02%0.0%
Q1 2023$2,684,178
-13.2%
26,571
-11.6%
0.02%
-11.8%
Q4 2022$3,091,440
-28.1%
30,058
-37.1%
0.02%
-32.0%
Q3 2022$4,297,000
-9.4%
47,787
-3.1%
0.02%
-3.8%
Q2 2022$4,743,000
-7.2%
49,318
+3.5%
0.03%
+4.0%
Q1 2022$5,113,000
-1.1%
47,646
-1.6%
0.02%
+4.2%
Q4 2021$5,172,000
+6.5%
48,419
-2.4%
0.02%0.0%
Q3 2021$4,855,000
-3.4%
49,621
-1.7%
0.02%
-4.0%
Q2 2021$5,027,000
+1.4%
50,461
-3.2%
0.02%
-7.4%
Q1 2021$4,960,000
+10.2%
52,105
+0.5%
0.03%0.0%
Q4 2020$4,500,000
+12.4%
51,837
-0.7%
0.03%
+3.8%
Q3 2020$4,002,000
+1.1%
52,182
-3.5%
0.03%
-10.3%
Q2 2020$3,960,000
+5.9%
54,081
-4.6%
0.03%
-6.5%
Q1 2020$3,741,000
-30.2%
56,679
-7.8%
0.03%
-11.4%
Q4 2019$5,361,000
+7.3%
61,499
+0.3%
0.04%0.0%
Q3 2019$4,995,000
+0.1%
61,331
-1.1%
0.04%
+6.1%
Q2 2019$4,992,000
+3.0%
62,018
-0.1%
0.03%
-2.9%
Q1 2019$4,845,000
+19.0%
62,098
+9.0%
0.03%
+6.2%
Q4 2018$4,071,000
+1717.4%
56,965
+1936.6%
0.03%
+1500.0%
Q3 2018$224,0002,7970.00%
Other shareholders
VANGUARD WORLD FD shareholders Q2 2022
NameSharesValueWeighting ↓
Zeit Capital LLC 243,057$25,963,00020.85%
Select Asset Management & Trust 199,981$21,362,00014.13%
Black Diamond Financial, LLC 361,004$38,562,00012.99%
Greytown Advisors Inc. 248,048$26,496,00011.26%
BHK Investment Advisors, LLC 247,916$26,482,00010.45%
Bernardo Wealth Planning LLC 190,551$20,354,0009.94%
WNY Asset Management, LLC 170,079$18,135,0005.40%
Biltmore Capital Advisors LLC 295,369$31,551,0005.27%
LINCOLN NATIONAL CORP 2,010,100$214,719,0004.33%
Von Berge Wealth Management Group, LLC 44,303$4,688,0004.32%
View complete list of VANGUARD WORLD FD shareholders