UNITED CAPITAL FINANCIAL ADVISORS, LLC - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VONG and the CUSIP is 92206C680. A total of 248 filers reported holding VANGUARD SCOTTSDALE FDS in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q2 2023$261,536
-17.2%
3,696
-26.4%
0.00%
-50.0%
Q1 2023$315,977
-7.7%
5,024
-19.1%
0.00%0.0%
Q4 2022$342,248
-74.0%
6,209
-74.4%
0.00%
-75.0%
Q3 2022$1,314,000
+13.6%
24,236
+17.9%
0.01%
+33.3%
Q2 2022$1,157,000
+141.5%
20,560
+206.5%
0.01%
+200.0%
Q1 2022$479,000
+12.2%
6,708
+23.3%
0.00%0.0%
Q4 2021$427,000
+96.8%
5,440
+76.6%
0.00%
+100.0%
Q3 2021$217,000
+0.9%
3,0800.0%0.00%0.0%
Q2 2021$215,000
-22.4%
3,080
+176.0%
0.00%
-50.0%
Q4 2020$277,000
+8.2%
1,116
-3.0%
0.00%0.0%
Q3 2020$256,000
+12.8%
1,1500.0%0.00%0.0%
Q2 2020$227,000
-15.9%
1,150
-23.0%
0.00%0.0%
Q4 2019$270,000
+9.3%
1,494
-0.9%
0.00%0.0%
Q3 2019$247,000
+10.3%
1,507
+9.4%
0.00%
+100.0%
Q2 2019$224,000
+8.2%
1,378
+3.7%
0.00%0.0%
Q1 2019$207,000
-33.0%
1,329
-39.9%
0.00%
-50.0%
Q1 2018$309,000
+1.6%
2,211
+0.3%
0.00%0.0%
Q4 2017$304,000
-1.6%
2,205
-8.3%
0.00%
-33.3%
Q3 2017$309,000
+4.7%
2,405
-1.0%
0.00%0.0%
Q2 2017$295,000
-4.5%
2,429
-8.2%
0.00%0.0%
Q1 2017$309,000
+4.7%
2,647
-3.6%
0.00%0.0%
Q4 2016$295,000
-9.8%
2,745
-10.4%
0.00%0.0%
Q3 2016$327,000
-5.5%
3,065
-9.7%
0.00%
-25.0%
Q2 2016$346,000
-0.6%
3,393
-0.3%
0.00%0.0%
Q1 2016$348,000
-19.3%
3,403
-19.4%
0.00%
-20.0%
Q4 2015$431,000
-19.0%
4,221
-24.2%
0.01%
-16.7%
Q3 2015$532,000
-2.7%
5,572
+3.1%
0.01%0.0%
Q2 2015$547,000
-9.0%
5,402
-8.3%
0.01%
-14.3%
Q1 2015$601,000
-55.5%
5,891
-57.3%
0.01%
-30.0%
Q4 2014$1,352,000
-91.5%
13,786
-91.8%
0.01%
-96.4%
Q3 2014$15,836,000
-9.8%
168,037
-11.0%
0.28%
-15.6%
Q2 2014$17,566,000
+3.6%
188,863
-0.9%
0.33%
-9.7%
Q1 2014$16,957,000
+3.2%
190,635
+2.2%
0.36%
-35.4%
Q4 2013$16,438,000
+8.8%
186,481
-1.2%
0.56%
+16.0%
Q3 2013$15,112,000
+14.8%
188,695
+6.7%
0.48%
+37.7%
Q2 2013$13,166,000176,9170.35%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q4 2020
NameSharesValueWeighting ↓
LPWM LLC 132,338$32,795,00024.48%
WestHill Financial Advisors, Inc. 142,794$35,386,00013.93%
CITIZENS & NORTHERN CORP 116,577$28,889,00012.72%
Hoover Financial Advisors, Inc. 194,243$47,863,00011.94%
Hapanowicz & Associates Financial Services, Inc 87,762$21,748,00011.27%
LVW Advisors, LLC 177,999$44,110,0008.85%
Windward Private Wealth Management Inc. 74,009$18,340,0008.57%
Aaron Wealth Advisors LLC 81,059$20,087,0007.36%
Wealth Dimensions Group, Ltd. 28,626$7,094,0006.12%
CAROLINAS WEALTH CONSULTING LLC 86,348$21,398,0005.76%
View complete list of VANGUARD SCOTTSDALE FDS shareholders