UNITED CAPITAL FINANCIAL ADVISORS, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 606 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.47 and the average weighting 0.5%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$4,140,508
-3.7%
21,258
+1.8%
0.03%
+17.4%
Q2 2023$4,297,824
+12.9%
20,887
+7.0%
0.02%
+9.5%
Q1 2023$3,805,517
+18.5%
19,526
+9.3%
0.02%
+16.7%
Q4 2022$3,212,511
-1.8%
17,871
-6.8%
0.02%
-5.3%
Q3 2022$3,271,000
-15.7%
19,183
-13.3%
0.02%
-9.5%
Q2 2022$3,881,000
-4.4%
22,129
+21.5%
0.02%
+5.0%
Q1 2022$4,059,000
-5.1%
18,216
+8.5%
0.02%0.0%
Q4 2021$4,275,000
+13.2%
16,790
+5.1%
0.02%
+5.3%
Q3 2021$3,775,000
+5.4%
15,977
+5.4%
0.02%
+5.6%
Q2 2021$3,582,000
+24.8%
15,154
+13.3%
0.02%
+12.5%
Q1 2021$2,871,000
+20.2%
13,380
+18.8%
0.02%
+14.3%
Q4 2020$2,389,000
+16.1%
11,267
-1.4%
0.01%
+7.7%
Q3 2020$2,058,000
+12.2%
11,422
+2.8%
0.01%0.0%
Q2 2020$1,834,000
+68.1%
11,108
+29.0%
0.01%
+44.4%
Q1 2020$1,091,000
-35.6%
8,611
-19.3%
0.01%
-18.2%
Q4 2019$1,694,000
+19.5%
10,671
+11.5%
0.01%
+10.0%
Q3 2019$1,417,000
-10.3%
9,567
-9.5%
0.01%0.0%
Q2 2019$1,579,000
+12.8%
10,576
+6.9%
0.01%0.0%
Q1 2019$1,400,000
+17.9%
9,889
-0.3%
0.01%
+11.1%
Q4 2018$1,187,000
-18.7%
9,918
-3.2%
0.01%
-10.0%
Q3 2018$1,460,000
+4.0%
10,247
-1.9%
0.01%0.0%
Q2 2018$1,404,000
+18.3%
10,449
+14.1%
0.01%
+11.1%
Q1 2018$1,187,000
+14.4%
9,159
+13.3%
0.01%
+12.5%
Q4 2017$1,038,000
+38.2%
8,081
+31.0%
0.01%
+33.3%
Q3 2017$751,000
+4.0%
6,168
+0.5%
0.01%0.0%
Q2 2017$722,000
+9.9%
6,140
+5.6%
0.01%0.0%
Q1 2017$657,000
-10.6%
5,812
-16.4%
0.01%
-14.3%
Q4 2016$735,000
+10.0%
6,952
+10.8%
0.01%
+16.7%
Q3 2016$668,000
+34.4%
6,275
+28.9%
0.01%
+20.0%
Q2 2016$497,000
+1.2%
4,868
-0.6%
0.01%0.0%
Q1 2016$491,000
-0.6%
4,899
-1.1%
0.01%
-16.7%
Q4 2015$494,000
-10.5%
4,952
-12.7%
0.01%
-14.3%
Q3 2015$552,000
-63.0%
5,672
-59.5%
0.01%
-58.8%
Q2 2015$1,493,00014,0120.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
STEPHENS GROUP ASSET MANAGEMENT, LLC 441,410$79,361,0009.19%
Truepoint, Inc. 948,589$166,363,0008.66%
BHK Investment Advisors, LLC 104,856$18,390,0008.27%
Trust Co 208,678$36,597,0007.89%
Praetorian Wealth Management, Inc. 98,140$17,211,0006.32%
Waverly Advisors, LLC 392,336$68,808,0006.30%
Operose Advisors LLC 50,993$8,943,0006.29%
Axiom Advisory, LLC 29,821$5,232,0005.80%
ERTS Wealth Advisors, LLC 97,176$17,043,0004.84%
Goepper Burkhardt LLC 36,744$6,444,0004.54%
View complete list of VANGUARD INDEX FDS shareholders