UNITED CAPITAL FINANCIAL ADVISORS, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 457 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 1.18 and the average weighting 0.3%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$719,409
-8.6%
3,938
-2.7%
0.01%
+25.0%
Q2 2023$786,926
-0.3%
4,047
-0.7%
0.00%0.0%
Q1 2023$788,968
-12.2%
4,077
-13.1%
0.00%
-20.0%
Q4 2022$898,548
+11.6%
4,690
+0.1%
0.01%0.0%
Q3 2022$805,000
+2.9%
4,684
+11.0%
0.01%
+25.0%
Q2 2022$782,000
-9.3%
4,219
-4.2%
0.00%0.0%
Q1 2022$862,000
-0.3%
4,402
+1.7%
0.00%0.0%
Q4 2021$865,000
+16.1%
4,327
+4.1%
0.00%0.0%
Q3 2021$745,000
-11.8%
4,156
-10.3%
0.00%0.0%
Q2 2021$845,000
+6.4%
4,631
+3.9%
0.00%0.0%
Q1 2021$794,000
-2.0%
4,457
-4.3%
0.00%
-20.0%
Q4 2020$810,000
-32.6%
4,658
-36.7%
0.01%
-37.5%
Q3 2020$1,202,000
+6.8%
7,356
-2.2%
0.01%0.0%
Q2 2020$1,125,000
+6.0%
7,523
-2.2%
0.01%
-11.1%
Q1 2020$1,061,000
-7.0%
7,696
+8.8%
0.01%
+28.6%
Q4 2019$1,141,000
+76.1%
7,076
+70.9%
0.01%
+40.0%
Q3 2019$648,000
+22.0%
4,140
+15.9%
0.01%
+66.7%
Q2 2019$531,000
+0.4%
3,572
-1.9%
0.00%
-25.0%
Q1 2019$529,000
+12.1%
3,641
+1.1%
0.00%0.0%
Q4 2018$472,000
-20.5%
3,602
-15.1%
0.00%0.0%
Q3 2018$594,000
+0.3%
4,241
-3.8%
0.00%0.0%
Q2 2018$592,000
-12.6%
4,407
-11.4%
0.00%
-20.0%
Q1 2018$677,000
+2.6%
4,976
+10.2%
0.01%0.0%
Q4 2017$660,000
-1.5%
4,516
-6.6%
0.01%
-16.7%
Q3 2017$670,000
-18.2%
4,835
-16.8%
0.01%
-14.3%
Q2 2017$819,000
-24.1%
5,810
-24.3%
0.01%
-30.0%
Q1 2017$1,079,000
+3.5%
7,674
-1.4%
0.01%0.0%
Q4 2016$1,043,000
-6.4%
7,781
-4.4%
0.01%
-9.1%
Q3 2016$1,114,000
+21.5%
8,138
+25.1%
0.01%
+22.2%
Q2 2016$917,000
+3.1%
6,507
-1.0%
0.01%
-10.0%
Q1 2016$889,000
+1.5%
6,570
-3.2%
0.01%0.0%
Q4 2015$876,000
+100.9%
6,790
+88.7%
0.01%
+100.0%
Q3 2015$436,000
+26.7%
3,598
+30.7%
0.01%
+25.0%
Q2 2015$344,000
+27.9%
2,753
+28.5%
0.00%
+33.3%
Q1 2015$269,0002,1420.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2021
NameSharesValueWeighting ↓
BCM ADVISORS, LLC 210,951$39,960,00011.00%
Morningstar Investment Management LLC 254,721$47,210,0009.05%
Weitzel Financial Services, Inc. 70,925$13,145,332,0008.87%
Blackston Financial Advisory Group, LLC 64,475$12,107,0007.91%
Blankinship & Foster, LLC 88,386$16,382,0007.56%
Curtis Advisory Group, LLC 90,000$16,681,0006.62%
Elwood & Goetz Wealth Advisory Group, LLC 98,925$18,335,0006.13%
Beacon Capital Management, LLC 123,117$24,119,0005.98%
SELDON CAPITAL LP 49,593$9,192,0005.32%
Marotta Asset Management 96,641$18,164,642,0004.47%
View complete list of VANGUARD WORLD FDS shareholders