UNITED CAPITAL FINANCIAL ADVISORS, LLC - VANGUARD ADMIRAL FDS INC ownership

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VANGUARD ADMIRAL FDS INC's ticker is IVOO and the CUSIP is 921932885. A total of 102 filers reported holding VANGUARD ADMIRAL FDS INC in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.2%.

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Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of VANGUARD ADMIRAL FDS INC
ValueSharesWeighting
Q1 2021$498,000
+13.4%
2,8200.0%0.00%0.0%
Q4 2020$439,000
+27.2%
2,820
+2.6%
0.00%
+50.0%
Q3 2020$345,000
+10.9%
2,749
+6.3%
0.00%0.0%
Q2 2020$311,000
+23.4%
2,5860.0%0.00%0.0%
Q1 2020$252,000
-29.8%
2,5860.0%0.00%0.0%
Q4 2019$359,000
+6.5%
2,5860.0%0.00%0.0%
Q3 2019$337,000
-0.6%
2,5860.0%0.00%0.0%
Q2 2019$339,000
+2.4%
2,5860.0%0.00%0.0%
Q1 2019$331,000
+5.4%
2,586
-8.0%
0.00%0.0%
Q4 2018$314,000
-22.9%
2,811
-6.2%
0.00%
-33.3%
Q3 2018$407,000
+3.3%
2,9960.0%0.00%0.0%
Q2 2018$394,000
+10.7%
2,996
+6.5%
0.00%0.0%
Q1 2018$356,000
+0.6%
2,813
+1.7%
0.00%0.0%
Q4 2017$354,000
+6.0%
2,7660.0%0.00%0.0%
Q3 2017$334,000
+2.8%
2,7660.0%0.00%0.0%
Q2 2017$325,000
-11.9%
2,766
-13.3%
0.00%0.0%
Q1 2017$369,000
+19.8%
3,189
+15.3%
0.00%0.0%
Q4 2016$308,000
-30.3%
2,766
-34.5%
0.00%
-25.0%
Q3 2016$442,000–4,225–0.00%–
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Other shareholders
VANGUARD ADMIRAL FDS INC shareholders Q3 2018
NameSharesValueWeighting ↓
TEXAS CAPITAL BANCSHARES INC/TX 48,151$4,830,00010.94%
IRON Financial LLC 34,883$3,499,0004.51%
PACIFIC FINANCIAL GROUP INC 3,640$365,0000.65%
PHILLIPS FINANCIAL MANAGEMENT, LLC 17,202$1,786,0000.48%
LifePlan Financial Group, Inc 6,443$646,0000.44%
NAPLES GLOBAL ADVISORS, LLC 9,335$936,0000.38%
Wellesley Investment Partners, LLC 6,747$676,0000.36%
SUN LIFE FINANCIAL INC 22,195$2,226,0000.26%
Marble Harbor Investment Counsel, LLC 8,485$851,0000.21%
HBK Sorce Advisory LLC 7,392$741,0000.16%
View complete list of VANGUARD ADMIRAL FDS INC shareholders