UNITED CAPITAL FINANCIAL ADVISORS, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 519 filers reported holding VANGUARD WORLD FDS in Q3 2022. The put-call ratio across all filers is 0.49 and the average weighting 0.3%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$608,440
-8.6%
4,769
-5.6%
0.01%0.0%
Q1 2024$665,672
+12.5%
5,054
+0.1%
0.01%0.0%
Q4 2023$591,965
-17.3%
5,047
-10.6%
0.01%0.0%
Q3 2023$715,785
+3.1%
5,648
-8.2%
0.01%
+25.0%
Q2 2023$694,232
+0.7%
6,150
+1.9%
0.00%0.0%
Q1 2023$689,451
-29.9%
6,036
-25.6%
0.00%
-33.3%
Q4 2022$984,121
+20.0%
8,114
+0.5%
0.01%
+20.0%
Q3 2022$820,000
+39.9%
8,076
+37.0%
0.01%
+66.7%
Q2 2022$586,000
-8.3%
5,895
-1.3%
0.00%0.0%
Q1 2022$639,000
+34.8%
5,973
-2.2%
0.00%
+50.0%
Q4 2021$474,000
+8.5%
6,105
+3.2%
0.00%0.0%
Q3 2021$437,000
-0.2%
5,915
+2.4%
0.00%0.0%
Q2 2021$438,000
+27.7%
5,774
+14.4%
0.00%0.0%
Q1 2021$343,000
+31.4%
5,049
+0.4%
0.00%0.0%
Q4 2020$261,000
-8.7%
5,028
-29.1%
0.00%0.0%
Q3 2020$286,000
-70.9%
7,093
-63.7%
0.00%
-71.4%
Q2 2020$983,000
+37.5%
19,547
+4.5%
0.01%
+16.7%
Q1 2020$715,000
-51.7%
18,710
+3.0%
0.01%
-40.0%
Q4 2019$1,480,000
-9.9%
18,168
-13.7%
0.01%
-9.1%
Q3 2019$1,643,000
+1.9%
21,063
+11.1%
0.01%0.0%
Q2 2019$1,612,000
-5.4%
18,956
-0.5%
0.01%
-8.3%
Q1 2019$1,704,000
+14.9%
19,054
-0.9%
0.01%0.0%
Q4 2018$1,483,000
-36.4%
19,229
-13.4%
0.01%
-25.0%
Q3 2018$2,333,000
-4.3%
22,196
-4.4%
0.02%
-11.1%
Q2 2018$2,439,000
+3.3%
23,209
-9.2%
0.02%0.0%
Q1 2018$2,360,000
-12.5%
25,547
-6.3%
0.02%
-14.3%
Q4 2017$2,697,000
+124.4%
27,252
+112.1%
0.02%
+110.0%
Q3 2017$1,202,000
-1.7%
12,846
-7.0%
0.01%
-9.1%
Q2 2017$1,223,000
-36.3%
13,816
-30.4%
0.01%
-38.9%
Q1 2017$1,920,000
-13.2%
19,855
-6.1%
0.02%
-14.3%
Q4 2016$2,213,000
+6.0%
21,145
-1.0%
0.02%
+5.0%
Q3 2016$2,087,000
+8.6%
21,361
+5.6%
0.02%0.0%
Q2 2016$1,921,000
+5.0%
20,225
-5.1%
0.02%0.0%
Q1 2016$1,830,000
-72.7%
21,323
-73.5%
0.02%
-74.0%
Q4 2015$6,700,000
+684.5%
80,601
+699.6%
0.08%
+670.0%
Q3 2015$854,000
-47.2%
10,080
-33.4%
0.01%
-47.4%
Q2 2015$1,618,000
-6.7%
15,127
+2.0%
0.02%
-9.5%
Q1 2015$1,735,000
-55.6%
14,833
-57.6%
0.02%
-27.6%
Q4 2014$3,906,000
+56.1%
34,992
+83.3%
0.03%
-32.6%
Q3 2014$2,503,000
-17.6%
19,090
-9.5%
0.04%
-23.2%
Q2 2014$3,036,000
-2.2%
21,090
-12.8%
0.06%
-15.2%
Q1 2014$3,105,000
-3.8%
24,181
-5.3%
0.07%
-40.0%
Q4 2013$3,229,000
-43.2%
25,540
-46.4%
0.11%
-39.2%
Q3 2013$5,681,00047,6110.18%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2022
NameSharesValueWeighting ↓
M Financial Asset Management, Inc. 8,986$945,00012.19%
Beacon Capital Management, Inc. 1,758,658$184,853,0007.56%
Allied Investment Advisors, LLC 86,949$9,139,0006.79%
Berkeley Capital Partners, LLC 57,333$6,026,0003.39%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 46,779$4,917,0003.21%
WP Advisors, LLC 31,483$3,309,0003.08%
Regis Management CO LLC 172,747$18,157,0002.71%
Tillar-Wenstrup Advisors, LLC 45,894$4,824,0002.62%
Summit Equities Inc 149,002$15,661,641,0002.60%
Karp Capital Management Corp 58,019$6,098,0002.10%
View complete list of VANGUARD WORLD FDS shareholders