UNITED CAPITAL FINANCIAL ADVISORS, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 1,071 filers reported holding VANGUARD INDEX FDS in Q4 2018. The put-call ratio across all filers is 0.63 and the average weighting 2.3%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,555,408,395
-15.2%
3,960,806
-12.0%
10.19%
+1.9%
Q2 2023$1,833,860,645
+11.9%
4,502,702
+3.4%
10.00%
+9.3%
Q1 2023$1,638,315,055
+14.9%
4,356,410
+7.3%
9.14%
+14.3%
Q4 2022$1,426,263,730
+16.4%
4,059,497
+8.8%
8.00%
+10.5%
Q3 2022$1,225,171,000
+6.8%
3,731,865
+12.8%
7.24%
+14.9%
Q2 2022$1,147,626,000
-7.5%
3,308,424
+10.7%
6.30%
+4.5%
Q1 2022$1,240,262,000
+7.8%
2,987,360
+13.3%
6.03%
+13.7%
Q4 2021$1,150,619,000
+26.6%
2,635,590
+14.3%
5.30%
+16.6%
Q3 2021$909,060,000
+17.3%
2,304,919
+17.0%
4.54%
+16.4%
Q2 2021$775,232,000
+37.4%
1,969,994
+27.2%
3.90%
+25.0%
Q1 2021$564,284,000
+42.2%
1,548,954
+34.1%
3.12%
+30.6%
Q4 2020$396,925,000
+53.5%
1,154,892
+37.4%
2.39%
+41.8%
Q3 2020$258,558,000
+1592.2%
840,428
+1459.0%
1.69%
+1419.8%
Q2 2020$15,279,000
+46.2%
53,908
+16.9%
0.11%
+29.1%
Q1 2020$10,448,000
-10.9%
46,103
+16.2%
0.09%
+13.2%
Q4 2019$11,732,000
+2.6%
39,662
-5.4%
0.08%
-5.0%
Q3 2019$11,431,000
-8.3%
41,932
-9.4%
0.08%
-1.2%
Q2 2019$12,461,000
+7.9%
46,299
+4.1%
0.08%0.0%
Q1 2019$11,545,000
+9.2%
44,482
-3.3%
0.08%
-3.6%
Q4 2018$10,577,000
-15.5%
46,023
-1.8%
0.08%
-4.5%
Q3 2018$12,516,000
+7.7%
46,867
+0.7%
0.09%
+1.1%
Q2 2018$11,616,000
+3.2%
46,554
+0.1%
0.09%
+1.2%
Q1 2018$11,255,000
-13.8%
46,491
-12.3%
0.09%
-16.5%
Q4 2017$13,051,000
+13.3%
53,021
+6.2%
0.10%
+5.1%
Q3 2017$11,522,000
+2.9%
49,930
-1.0%
0.10%
-2.0%
Q2 2017$11,201,000
+5.9%
50,443
+3.2%
0.10%
+1.0%
Q1 2017$10,572,000
+1.1%
48,866
-4.0%
0.10%
-2.9%
Q4 2016$10,452,000
+28.6%
50,910
+24.5%
0.10%
+29.1%
Q3 2016$8,125,000
+46.4%
40,894
+41.5%
0.08%
+38.6%
Q2 2016$5,550,000
+7.2%
28,904
+5.3%
0.06%0.0%
Q1 2016$5,176,000
+6.2%
27,451
+5.3%
0.06%
+1.8%
Q4 2015$4,873,000
-5.7%
26,070
-11.4%
0.06%
-9.7%
Q3 2015$5,170,000
+20.6%
29,426
+29.6%
0.06%
+24.0%
Q2 2015$4,286,000
-0.3%
22,697
+0.9%
0.05%
-5.7%
Q1 2015$4,299,000
-45.4%
22,494
-46.2%
0.05%
-10.2%
Q4 2014$7,878,000
-10.9%
41,818
-14.6%
0.06%
-61.7%
Q3 2014$8,843,000
-9.1%
48,970
-9.6%
0.15%
-14.4%
Q2 2014$9,725,000
+6.8%
54,198
+2.0%
0.18%
-7.2%
Q1 2014$9,103,000
+503.6%
53,127
+495.9%
0.19%
+280.4%
Q4 2013$1,508,0008,9150.05%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2018
NameSharesValueWeighting ↓
GLOBE LIFE INC. 676,297$168,743,000100.00%
E-L Financial Corp Ltd 1,658,612$542,366,00080.83%
Mangham Associates,LLC 313,128$78,128,00068.74%
TIFF ADVISORY SERVICES, LLC 559,752$139,664,00064.91%
Symetra Life Insurance Co 1,153,694$287,858,00063.26%
Strategic Wealth Partners Group, LLC 18,251$2,903,703,00057.25%
JBF Capital, Inc. 1,458,168$363,827,00054.83%
HM Capital Management, LLC 256,725$64,055,00049.33%
SCHRODERS IS Ltd 2,736,726$682,840,00045.70%
Mercer Investments LLC 13,346$3,329,999,00043.75%
View complete list of VANGUARD INDEX FDS shareholders