UNITED CAPITAL FINANCIAL ADVISORS, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 815 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.29 and the average weighting 0.6%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$608,063
-26.6%
4,042
-23.9%
0.01%
-28.6%
Q1 2024$828,341
-20.5%
5,313
-26.1%
0.01%
-22.2%
Q4 2023$1,041,991
-73.9%
7,186
-76.4%
0.01%
-65.4%
Q3 2023$3,988,232
-16.0%
30,454
-11.3%
0.03%0.0%
Q2 2023$4,748,488
+3.1%
34,315
-0.2%
0.03%0.0%
Q1 2023$4,607,564
-10.0%
34,367
-9.2%
0.03%
-10.3%
Q4 2022$5,117,235
+14.8%
37,838
+3.3%
0.03%
+11.5%
Q3 2022$4,458,000
-10.6%
36,614
-4.9%
0.03%
-3.7%
Q2 2022$4,987,000
+50.1%
38,505
+73.4%
0.03%
+68.8%
Q1 2022$3,323,000
-2.8%
22,200
-2.4%
0.02%0.0%
Q4 2021$3,420,000
+8.5%
22,748
+0.7%
0.02%0.0%
Q3 2021$3,153,000
+1.4%
22,584
+2.0%
0.02%0.0%
Q2 2021$3,111,000
+12.1%
22,145
+7.7%
0.02%
+6.7%
Q1 2021$2,774,000
+22.2%
20,570
+7.8%
0.02%
+7.1%
Q4 2020$2,270,000
+40.0%
19,086
+19.3%
0.01%
+27.3%
Q3 2020$1,622,000
+7.3%
16,004
+1.3%
0.01%0.0%
Q2 2020$1,511,000
+17.5%
15,793
-0.1%
0.01%0.0%
Q1 2020$1,286,000
-43.6%
15,815
-17.4%
0.01%
-26.7%
Q4 2019$2,281,000
-1.6%
19,140
-6.7%
0.02%
-6.2%
Q3 2019$2,318,000
+10.4%
20,516
+8.8%
0.02%
+14.3%
Q2 2019$2,099,000
+10.7%
18,853
+6.7%
0.01%
+7.7%
Q1 2019$1,896,000
+23.0%
17,662
+9.1%
0.01%
+8.3%
Q4 2018$1,542,000
-15.8%
16,184
-0.1%
0.01%
-7.7%
Q3 2018$1,832,000
+6.3%
16,201
+3.9%
0.01%0.0%
Q2 2018$1,723,000
-2.4%
15,594
-3.4%
0.01%0.0%
Q1 2018$1,766,000
-3.8%
16,148
-1.3%
0.01%
-7.1%
Q4 2017$1,835,000
+28.1%
16,367
+20.6%
0.01%
+16.7%
Q3 2017$1,433,000
+9.8%
13,568
+7.0%
0.01%0.0%
Q2 2017$1,305,000
+10.8%
12,683
+9.7%
0.01%
+9.1%
Q1 2017$1,178,000
+10.4%
11,561
+5.3%
0.01%
+10.0%
Q4 2016$1,067,000
+12.8%
10,980
+8.6%
0.01%
+11.1%
Q3 2016$946,000
+0.9%
10,112
-4.0%
0.01%
-10.0%
Q2 2016$938,000
-54.7%
10,536
-55.7%
0.01%
-56.5%
Q1 2016$2,071,000
-41.9%
23,771
-42.7%
0.02%
-43.9%
Q4 2015$3,563,000
+3.9%
41,449
+0.6%
0.04%0.0%
Q3 2015$3,428,000
+500.4%
41,184
+553.6%
0.04%
+485.7%
Q2 2015$571,000
+7.1%
6,301
+8.3%
0.01%0.0%
Q1 2015$533,0005,8170.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2022
NameSharesValueWeighting ↓
COLUMBIA ADVISORY PARTNERS LLC 115,886$15,672,43414.93%
Dougherty Wealth Advisers LLC 64,464$8,718,11114.32%
STEPHENS GROUP ASSET MANAGEMENT, LLC 873,524$118,135,38613.45%
SYM FINANCIAL Corp 411,405$55,638,47513.23%
BHK Investment Advisors, LLC 121,213$16,392,8139.22%
Marotta Asset Management 243,306$32,904,7037.92%
Praetorian Wealth Management, Inc. 158,010$21,369,2727.70%
INSPIRION WEALTH ADVISORS, LLC 230,564$31,181,4436.61%
ERTS Wealth Advisors, LLC 186,665$25,244,6256.54%
Waverly Advisors, LLC 861,794$116,548,9886.47%
View complete list of VANGUARD INDEX FDS shareholders