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 267 filers reported holding VANGUARD BD INDEX FDS in Q4 2022. The put-call ratio across all filers is 2.16 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 Q4 2022
NameSharesValueWeighting ↓
Carolina Wealth Advisors, LLC 317,519$21,292,82412.02%
FISCHER INVESTMENT STRATEGIES, LLC 155,459$10,425,11110.58%
ETF Portfolio Partners, Inc. 354,821$23,794,2838.78%
Koss-Olinger Consulting, LLC 642,481$43,085,0006.36%
Sterling Financial Group, Inc. 137,092$9,193,3915.77%
Safir Wealth Advisors, LLC 78,107$5,237,8795.07%
Evolution Advisers, Inc. 90,046$6,0384.37%
Axiom Financial Strategies, LLC 91,202$6,116,0374.10%
Second Half Financial Partners, LLC 118,762$7,964,1803.97%
Parker Financial LLC 67,690$4,539,2663.17%
View complete list of VANGUARD BD INDEX FDS shareholders