UNITED CAPITAL FINANCIAL ADVISORS, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 302 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 1.46 and the average weighting 0.3%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$784,149
-4.8%
4,545
+0.4%
0.01%
+25.0%
Q2 2023$823,826
+1.3%
4,527
-1.0%
0.00%
-20.0%
Q1 2023$813,217
-8.0%
4,573
-11.9%
0.01%0.0%
Q4 2022$883,882
+15.2%
5,193
+0.5%
0.01%0.0%
Q3 2022$767,000
-4.5%
5,166
+3.1%
0.01%
+25.0%
Q2 2022$803,000
-17.4%
5,012
+0.1%
0.00%
-20.0%
Q1 2022$972,000
-0.7%
5,008
+0.7%
0.01%0.0%
Q4 2021$979,000
+15.9%
4,973
+1.9%
0.01%
+25.0%
Q3 2021$845,000
-6.7%
4,881
-2.6%
0.00%
-20.0%
Q2 2021$906,000
-9.5%
5,009
-13.5%
0.01%
-16.7%
Q1 2021$1,001,000
+11.5%
5,788
+1.2%
0.01%
+20.0%
Q4 2020$898,000
+10.2%
5,719
-5.5%
0.01%0.0%
Q3 2020$815,000
-91.5%
6,053
-92.4%
0.01%
-92.8%
Q2 2020$9,554,000
+1369.8%
79,197
+1072.8%
0.07%
+1280.0%
Q1 2020$650,000
-57.0%
6,753
-40.1%
0.01%
-50.0%
Q4 2019$1,513,000
+102.5%
11,281
+90.8%
0.01%
+100.0%
Q3 2019$747,000
-7.1%
5,914
-5.7%
0.01%0.0%
Q2 2019$804,000
+6.6%
6,271
+1.6%
0.01%0.0%
Q1 2019$754,000
+12.4%
6,170
+1.9%
0.01%0.0%
Q4 2018$671,000
-22.2%
6,053
-7.9%
0.01%
-16.7%
Q3 2018$862,000
-0.2%
6,574
+0.1%
0.01%0.0%
Q2 2018$864,000
-2.8%
6,567
-4.8%
0.01%
-14.3%
Q1 2018$889,000
-8.7%
6,900
-3.1%
0.01%
-12.5%
Q4 2017$974,000
+11.7%
7,122
+5.0%
0.01%
+14.3%
Q3 2017$872,000
-2.1%
6,786
-7.3%
0.01%
-12.5%
Q2 2017$891,000
-56.1%
7,324
-57.1%
0.01%
-57.9%
Q1 2017$2,030,000
+126.6%
17,066
+114.2%
0.02%
+111.1%
Q4 2016$896,000
+3.1%
7,969
-2.0%
0.01%
+12.5%
Q3 2016$869,000
+42.7%
8,131
+36.2%
0.01%
+33.3%
Q2 2016$609,000
+3.7%
5,970
-0.1%
0.01%0.0%
Q1 2016$587,000
-8.4%
5,975
-12.2%
0.01%
-14.3%
Q4 2015$641,000
-14.0%
6,805
-20.2%
0.01%
-22.2%
Q3 2015$745,000
-22.4%
8,529
-4.3%
0.01%
-18.2%
Q2 2015$960,000
+2.7%
8,915
+6.0%
0.01%0.0%
Q1 2015$935,000
-48.6%
8,414
-50.3%
0.01%
-21.4%
Q4 2014$1,820,000
+95.1%
16,938
+100.0%
0.01%
-12.5%
Q3 2014$933,000
-65.5%
8,469
-66.7%
0.02%
-72.4%
Q1 2014$2,702,000
+1.1%
25,412
-1.8%
0.06%
-36.3%
Q4 2013$2,672,000
+9.1%
25,875
+0.5%
0.09%
+16.7%
Q3 2013$2,449,000
+9.4%
25,735
-0.5%
0.08%
+32.2%
Q2 2013$2,239,00025,8740.06%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2021
NameSharesValueWeighting ↓
TrueWealth Financial Partners 67,352$11,976,52610.33%
M Financial Asset Management, Inc. 8,126$1,4455.12%
New Millennium Group LLC 18,873$3,355,8213.37%
Strengthening Families & Communities, LLC 143,664$136,0852.77%
Cavalier Investments, LLC 28,837$5,127,7952.10%
Beacon Capital Management, Inc. 297,448$52,892,2661.86%
Tranquilli Financial Advisor LLC 10,889$1,936,2821.45%
Vickerman Investment Advisors, Inc. 20,365$3,621,2331.43%
Centered Wealth LLC dba Miller Equity Capital Advisors 14,352$2,552,0731.43%
EP Wealth Advisors, LLC 298,048$67,197,9131.16%
View complete list of VANGUARD WORLD FDS shareholders