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

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 638 filers reported holding VANGUARD BD INDEX FDS in Q4 2020. The put-call ratio across all filers is 4.61 and the average weighting 0.9%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$344,218,341
-18.1%
4,760,314
-14.8%
2.26%
-1.6%
Q2 2023$420,417,047
+4.2%
5,588,423
+6.2%
2.29%
+1.7%
Q1 2023$403,647,894
+8.7%
5,259,941
+5.3%
2.25%
+8.2%
Q4 2022$371,361,302
+7.8%
4,996,788
+6.6%
2.08%
+2.4%
Q3 2022$344,499,000
+159390.3%
4,688,337
+168666.6%
2.04%
+203400.0%
Q2 2022$216,000
-24.7%
2,778
-13.3%
0.00%0.0%
Q3 2021$287,000
+3.2%
3,205
+7.8%
0.00%
-50.0%
Q3 2020$278,000
+21.9%
2,972
+21.4%
0.00%0.0%
Q2 2020$228,000
-44.4%
2,448
-46.6%
0.00%
-33.3%
Q1 2020$410,000
+20.9%
4,587
+17.9%
0.00%
+50.0%
Q4 2019$339,000
+2.4%
3,892
+3.6%
0.00%0.0%
Q3 2019$331,000
-2.6%
3,757
-4.5%
0.00%0.0%
Q2 2019$340,000
-81.4%
3,936
-81.9%
0.00%
-84.6%
Q1 2019$1,830,000
-25.2%
21,804
-27.5%
0.01%
-31.6%
Q4 2018$2,445,000
+1001.4%
30,077
+1009.0%
0.02%
+850.0%
Q1 2018$222,000
-83.8%
2,712
-82.6%
0.00%
-85.7%
Q2 2016$1,374,000
-18.4%
15,615
-20.0%
0.01%
-26.3%
Q1 2016$1,683,000
-8.6%
19,508
-12.0%
0.02%
-9.5%
Q4 2015$1,841,000
+54.8%
22,159
+58.1%
0.02%
+50.0%
Q3 2015$1,189,00014,0170.01%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Diana Davis Spencer Foundation 1,426,000$103,144,06041.53%
BCM ADVISORS, LLC 696,815$50,630,57815.01%
Echo Wealth Management, LLC 184,509$13,341,86714.37%
Brewster Financial Planning LLC 185,686$13,426,95513.44%
Retirement Investment Advisors, Inc. 1,819,376$131,559,07911.98%
Francis Financial, Inc. 314,679$22,754,45611.87%
FISCHER INVESTMENT STRATEGIES, LLC 160,607$11,613,47711.79%
Reliant Wealth Planning 304,106$21,989,90511.66%
OLIO Financial Planning 329,930$23,857,24011.20%
True Link Financial Advisors, LLC 1,279,988$92,555,93211.10%
View complete list of VANGUARD BD INDEX FDS shareholders