UNITED CAPITAL FINANCIAL ADVISORS, LLC - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VCSH and the CUSIP is 92206C409. A total of 1,223 filers reported holding VANGUARD SCOTTSDALE FDS in Q2 2022. The put-call ratio across all filers is 0.25 and the average weighting 1.4%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q3 2023$11,180,653
-10.1%
148,778
-9.5%
0.07%
+7.4%
Q2 2023$12,440,808
-7.4%
164,430
-6.7%
0.07%
-9.3%
Q1 2023$13,433,637
-30.3%
176,225
-31.2%
0.08%
-30.6%
Q4 2022$19,268,647
-44.2%
256,266
-44.9%
0.11%
-47.1%
Q3 2022$34,562,000
-22.7%
465,291
-20.7%
0.20%
-17.1%
Q2 2022$44,722,000
-9.0%
586,447
-6.8%
0.25%
+2.9%
Q1 2022$49,122,000
-8.1%
629,047
-4.4%
0.24%
-2.8%
Q4 2021$53,475,000
-35.8%
658,067
-34.9%
0.25%
-40.9%
Q3 2021$83,288,000
+17.9%
1,010,659
+18.3%
0.42%
+16.9%
Q2 2021$70,651,000
+30.3%
854,206
+29.9%
0.36%
+18.7%
Q1 2021$54,242,000
+135.1%
657,479
+137.2%
0.30%
+115.8%
Q4 2020$23,073,000
-4.3%
277,153
-4.8%
0.14%
-11.5%
Q3 2020$24,113,000
+23.0%
291,045
+22.7%
0.16%
+9.8%
Q2 2020$19,605,000
+4.1%
237,171
-0.4%
0.14%
-8.3%
Q1 2020$18,829,000
-0.8%
238,041
+1.7%
0.16%
+27.9%
Q4 2019$18,973,000
+6.7%
234,151
+6.8%
0.12%
-1.6%
Q3 2019$17,776,000
+36.2%
219,321
+35.6%
0.12%
+45.9%
Q2 2019$13,053,000
-7.1%
161,793
-8.2%
0.08%
-14.1%
Q1 2019$14,055,000
+11.0%
176,214
+8.4%
0.10%
-2.0%
Q4 2018$12,666,000
+13.8%
162,508
+14.2%
0.10%
+29.5%
Q3 2018$11,126,000
-1.5%
142,349
-1.6%
0.08%
-7.1%
Q2 2018$11,293,000
-4.4%
144,594
-4.0%
0.08%
-6.7%
Q1 2018$11,815,000
-27.7%
150,638
-26.9%
0.09%
-30.2%
Q4 2017$16,346,000
-4.8%
206,156
-3.8%
0.13%
-11.6%
Q3 2017$17,166,000
+23.2%
214,227
+23.0%
0.15%
+16.8%
Q2 2017$13,935,000
+5.7%
174,100
+5.3%
0.12%
+1.6%
Q1 2017$13,178,000
-10.5%
165,265
-10.9%
0.12%
-14.0%
Q4 2016$14,727,000
-9.8%
185,549
-8.5%
0.14%
-10.1%
Q3 2016$16,329,000
-5.9%
202,724
-5.4%
0.16%
-10.2%
Q2 2016$17,359,000
+1.3%
214,305
+0.1%
0.18%
-6.3%
Q1 2016$17,142,000
-8.0%
214,194
-9.2%
0.19%
-11.7%
Q4 2015$18,635,000
-14.6%
235,914
-13.8%
0.21%
-18.3%
Q3 2015$21,818,000
+9.6%
273,714
+9.4%
0.26%
+13.4%
Q2 2015$19,908,000
+95.6%
250,167
+97.0%
0.23%
+86.3%
Q1 2015$10,178,000
-30.2%
127,019
-30.6%
0.12%
+12.7%
Q4 2014$14,580,000
+216.1%
183,098
+217.1%
0.11%
+37.5%
Q3 2014$4,612,000
+55.3%
57,750
+56.4%
0.08%
+45.5%
Q2 2014$2,969,000
+13.6%
36,936
+13.1%
0.06%
-1.8%
Q1 2014$2,613,000
-0.4%
32,671
-0.6%
0.06%
-37.1%
Q4 2013$2,623,000
-14.1%
32,878
-14.3%
0.09%
-8.2%
Q3 2013$3,054,000
-34.6%
38,367
-35.0%
0.10%
-21.8%
Q2 2013$4,667,00059,0050.12%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q2 2022
NameSharesValueWeighting ↓
McIlrath & Eck, LLC 747,119$62,198,00023.01%
Total Wealth Planning, LLC 592,355$49,314,00022.80%
Investment Counsel Inc. 383,989$31,967,00022.03%
AllSquare Wealth Management LLC 339,242$28,242,00018.86%
Goodman Financial Corp 649,948$54,108,00018.83%
Meiji Yasuda Life Insurance Co 12,650,000$1,053,113,00018.52%
FEDERAL RESERVE BANK OF NEW YORK 18,237,015$1,518,231,00017.30%
Quaker Wealth Management, LLC 395,394$32,917,00017.27%
Leonard Rickey Investment Advisors P.L.L.C. 412,216$34,317,00015.62%
Cable Hill Partners, LLC 661,170$55,042,00015.00%
View complete list of VANGUARD SCOTTSDALE FDS shareholders