UNITED CAPITAL FINANCIAL ADVISORS, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 1,031 filers reported holding VANGUARD INDEX FDS in Q2 2018. The put-call ratio across all filers is 5.53 and the average weighting 0.9%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$112,504,058
-27.4%
1,486,969
-19.8%
0.74%
-12.8%
Q2 2023$154,902,399
+4.1%
1,853,786
+3.5%
0.84%
+1.8%
Q1 2023$148,750,851
+2.6%
1,791,316
+1.9%
0.83%
+2.1%
Q4 2022$144,948,203
+7.4%
1,757,374
+4.4%
0.81%
+2.0%
Q3 2022$134,942,000
-10.0%
1,683,201
+2.3%
0.80%
-3.2%
Q2 2022$149,921,000
-15.3%
1,645,489
+0.8%
0.82%
-4.3%
Q1 2022$176,932,000
-5.5%
1,632,665
+1.1%
0.86%
-0.2%
Q4 2021$187,283,000
+12.7%
1,614,371
-1.1%
0.86%
+3.7%
Q3 2021$166,169,000
+0.2%
1,632,626
+0.2%
0.83%
-0.5%
Q2 2021$165,854,000
+11.6%
1,629,378
+0.7%
0.84%
+1.6%
Q1 2021$148,629,000
-2.4%
1,617,998
-9.8%
0.82%
-10.5%
Q4 2020$152,325,000
+11.9%
1,793,535
+4.0%
0.92%
+3.4%
Q3 2020$136,144,000
+14.7%
1,724,220
+14.1%
0.89%
+2.9%
Q2 2020$118,714,000
+5.5%
1,511,702
-6.2%
0.86%
-7.2%
Q1 2020$112,536,000
+4.3%
1,611,111
+38.6%
0.93%
+33.6%
Q4 2019$107,872,000
-11.0%
1,162,534
-10.5%
0.70%
-17.8%
Q3 2019$121,159,000
+25.5%
1,299,296
+17.6%
0.85%
+34.2%
Q2 2019$96,553,000
-25.8%
1,104,730
-26.3%
0.63%
-31.0%
Q1 2019$130,204,000
-0.8%
1,498,149
-14.9%
0.92%
-12.3%
Q4 2018$131,303,000
-3.1%
1,760,801
+4.8%
1.04%
+9.4%
Q3 2018$135,568,000
+100.0%
1,680,320
+101.9%
0.95%
+88.7%
Q2 2018$67,784,000
+8.5%
832,210
+0.5%
0.50%
+5.9%
Q1 2018$62,497,000
-13.0%
828,108
-4.3%
0.48%
-15.9%
Q4 2017$71,797,000
+2.1%
865,551
+2.3%
0.57%
-4.9%
Q3 2017$70,324,000
+15.4%
846,360
+15.6%
0.60%
+9.2%
Q2 2017$60,929,000
-6.0%
732,056
-6.7%
0.55%
-9.6%
Q1 2017$64,829,000
+4.2%
784,946
+4.1%
0.60%0.0%
Q4 2016$62,201,000
-30.1%
753,675
-26.5%
0.60%
-30.1%
Q3 2016$89,003,000
+3.5%
1,026,091
+6.2%
0.86%
-1.4%
Q2 2016$85,969,000
+13.7%
965,945
+7.0%
0.88%
+5.0%
Q1 2016$75,629,000
-5.3%
902,491
-9.9%
0.83%
-9.2%
Q4 2015$79,883,000
+55.3%
1,001,919
+47.1%
0.92%
+48.7%
Q3 2015$51,442,000
+78.6%
680,989
+76.6%
0.62%
+85.6%
Q2 2015$28,795,000
-45.2%
385,522
-41.7%
0.33%
-48.1%
Q1 2015$52,510,000
-16.1%
661,507
-14.4%
0.64%
+36.6%
Q4 2014$62,614,000
+177.5%
773,024
+146.1%
0.47%
+19.9%
Q3 2014$22,567,000
+9.5%
314,084
+14.1%
0.39%
+2.6%
Q2 2014$20,601,000
+129.2%
275,270
+116.3%
0.38%
+99.0%
Q1 2014$8,989,000
+39.2%
127,289
+27.3%
0.19%
-12.7%
Q4 2013$6,458,000
+3.6%
100,029
+6.1%
0.22%
+10.6%
Q3 2013$6,234,000
-6.7%
94,256
-3.1%
0.20%
+11.8%
Q2 2013$6,683,00097,2440.18%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2018
NameSharesValueWeighting ↓
Vanderbilt University 2,374,356$195,836,88350.47%
LifeGuide Financial Advisors, LLC 496,644$40,963,19635.52%
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 6,424,154$529,86427.58%
Gibson Capital, LLC 1,037,595$85,580,52225.48%
Seven Post Investment Office LP 752,486$62,065,01921.82%
Passive Capital Management, LLC. 534,787$44,109,19220.07%
Fairfield University 201,998$16,660,75913.84%
VISTA CAPITAL PARTNERS, INC. 1,054,461$86,971,92913.56%
Michelson Medical Research Foundation, Inc. 226,480$18,680,07012.10%
Iyo Bank, Ltd. 235,715$19,44211.45%
View complete list of VANGUARD INDEX FDS shareholders