UNITED CAPITAL FINANCIAL ADVISORS, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 786 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.37 and the average weighting 0.5%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$47,033,812
-27.1%
219,599
-21.8%
0.31%
-12.5%
Q2 2023$64,519,693
+1.8%
280,838
-4.1%
0.35%
-0.6%
Q1 2023$63,348,358
+4.6%
292,724
-3.1%
0.35%
+4.1%
Q4 2022$60,589,928
-1.1%
302,134
-3.7%
0.34%
-6.1%
Q3 2022$61,237,000
+1.6%
313,829
+2.6%
0.36%
+9.4%
Q2 2022$60,260,000
-20.1%
305,844
+0.6%
0.33%
-9.6%
Q1 2022$75,418,000
-11.6%
303,947
+0.4%
0.37%
-6.9%
Q4 2021$85,305,000
-0.3%
302,725
-0.9%
0.39%
-8.2%
Q3 2021$85,544,000
-4.3%
305,339
-1.0%
0.43%
-4.9%
Q2 2021$89,396,000
+6.2%
308,485
+0.6%
0.45%
-3.4%
Q1 2021$84,208,000
+0.1%
306,602
-2.4%
0.47%
-8.1%
Q4 2020$84,095,000
+8.9%
314,184
-12.5%
0.51%
+0.6%
Q3 2020$77,202,000
+4.9%
359,198
-2.6%
0.50%
-5.8%
Q2 2020$73,591,000
+28.9%
368,692
-2.9%
0.54%
+13.3%
Q1 2020$57,077,000
-18.8%
379,757
+7.4%
0.47%
+4.2%
Q4 2019$70,274,000
+8.7%
353,671
-0.4%
0.45%
+0.2%
Q3 2019$64,659,000
-2.2%
355,192
+0.0%
0.45%
+4.6%
Q2 2019$66,125,000
+5.2%
355,111
+1.5%
0.43%
-2.3%
Q1 2019$62,868,000
+19.5%
349,812
+0.1%
0.44%
+5.7%
Q4 2018$52,630,000
-20.1%
349,495
-0.6%
0.42%
-9.7%
Q3 2018$65,887,000
+6.6%
351,734
+0.0%
0.46%
+0.4%
Q2 2018$61,817,000
+7.5%
351,632
+0.2%
0.46%
+5.0%
Q1 2018$57,519,000
+12.2%
350,835
+10.8%
0.44%
+8.4%
Q4 2017$51,275,000
+5.6%
316,745
-0.5%
0.40%
-1.7%
Q3 2017$48,576,000
+5.5%
318,239
+0.7%
0.41%0.0%
Q2 2017$46,038,000
+7.8%
315,914
+4.0%
0.41%
+3.5%
Q1 2017$42,715,000
+10.1%
303,653
+4.3%
0.40%
+5.6%
Q4 2016$38,779,000
+5.0%
291,262
+3.9%
0.38%
+5.0%
Q3 2016$36,935,000
+12.1%
280,275
+5.5%
0.36%
+6.8%
Q2 2016$32,957,000
+8.4%
265,785
+4.0%
0.34%
+0.3%
Q1 2016$30,401,000
+19.0%
255,469
+21.4%
0.34%
+13.9%
Q4 2015$25,555,000
+13.6%
210,437
+10.2%
0.29%
+8.9%
Q3 2015$22,487,000
+4.2%
190,928
+18.8%
0.27%
+8.0%
Q2 2015$21,580,000
+24.3%
160,758
+21.1%
0.25%
+17.9%
Q1 2015$17,363,000
-37.6%
132,724
-40.0%
0.21%
+1.4%
Q4 2014$27,844,000
+403.1%
221,090
+380.8%
0.21%
+117.7%
Q3 2014$5,534,000
+13.6%
45,982
+20.2%
0.10%
+6.7%
Q2 2014$4,872,000
+19.9%
38,241
+16.9%
0.09%
+3.4%
Q1 2014$4,064,000
+15.3%
32,712
+13.5%
0.09%
-27.5%
Q4 2013$3,526,000
+15.9%
28,828
+8.4%
0.12%
+23.7%
Q3 2013$3,043,000
-56.9%
26,588
-61.2%
0.10%
-48.4%
Q2 2013$7,063,00068,6090.19%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2022
NameSharesValueWeighting ↓
Jentner Corp 117,818$17,708,00023.18%
Radnor Financial Advisors, LLC 125,322$18,835,00016.01%
DWM Financial Group, Inc. 32,814$4,932,00010.84%
BALASA DINVERNO & FOLTZ LLC 544,919$81,901,00010.30%
Summit Financial Strategies, Inc. 119,655$17,984,0009.75%
BHK Investment Advisors, LLC 73,738$11,083,0007.89%
Mosaic Family Wealth, LLC 84,664$12,725,0006.45%
CHOREO, LLC 332,173$49,926,0006.14%
INSPIRION WEALTH ADVISORS, LLC 79,427$11,938,0005.89%
Bishop & Co Investment Management, LLC 42,325$8,410,0005.63%
View complete list of VANGUARD INDEX FDS shareholders