UNITED CAPITAL FINANCIAL ADVISORS, LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BLV and the CUSIP is 921937793. A total of 171 filers reported holding VANGUARD BD INDEX FDS in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q4 2023$398,248
+92.7%
5,340
+87.1%
0.00%
+200.0%
Q4 2022$206,714
-21.4%
2,854
-13.4%
0.00%0.0%
Q2 2022$263,000
+14.3%
3,295
+38.8%
0.00%
-50.0%
Q2 2019$230,000
-74.3%
2,374
-76.8%
0.00%
-71.4%
Q4 2018$896,000
-38.3%
10,243
-30.9%
0.01%
-53.3%
Q2 2016$1,452,000
-16.6%
14,815
-20.9%
0.02%
-21.1%
Q1 2016$1,742,000
-7.6%
18,723
-13.8%
0.02%
-13.6%
Q4 2015$1,886,000
+50.6%
21,724
+55.1%
0.02%
+46.7%
Q3 2015$1,252,00014,0100.02%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q2 2019
NameSharesValueWeighting ↓
CABANA LLC 31,957$2,910,00011.45%
Safir Wealth Advisors, LLC 69,522$6,374,0005.32%
Evolution Advisers, Inc. 76,246$6,990,0005.17%
Karpus Management, Inc. 1,621,176$148,646,0004.52%
Bay Harbor Wealth Management, LLC 99,362$9,111,0003.68%
NYL Investors LLC 253,800$23,271,0003.20%
LINCOLN NATIONAL CORP 1,534,198$140,671,0002.91%
HT Partners LLC 87,310$8,005,0002.47%
H&H Retirement Design & Management INC 35,784$3,116,0002.12%
Semmax Financial Advisors Inc. 40,426$3,707,0001.46%
View complete list of VANGUARD BD INDEX FDS shareholders