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 247 filers reported holding VANGUARD BD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.53 and the average weighting 0.3%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
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 Q3 2022
NameSharesValueWeighting ↓
Safir Wealth Advisors, LLC 68,663$7,074,0006.00%
Karpus Management, Inc. 1,485,675$153,069,0004.54%
Bay Harbor Wealth Management, LLC 84,690$8,726,0003.72%
LINCOLN NATIONAL CORP 1,458,776$150,298,0003.22%
Wiser Wealth Management, Inc 49,578$5,108,0003.11%
NYL Investors LLC 250,800$25,840,0003.02%
HT Partners LLC 95,089$9,797,0003.01%
Human Investing LLC 97,210$10,016,0002.44%
Beacon Capital Management, Inc. 591,723$60,965,0002.28%
Center For Asset Management LLC 22,645$2,333,0002.01%
View complete list of VANGUARD BD INDEX FDS shareholders