UNITED CAPITAL FINANCIAL ADVISORS, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,123 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.7%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$126,315,247
-20.9%
791,995
-18.0%
0.83%
-4.9%
Q2 2023$159,788,314
+5.2%
966,072
+1.0%
0.87%
+2.7%
Q1 2023$151,915,575
-2.9%
956,888
-2.9%
0.85%
-3.4%
Q4 2022$156,526,902
+11.6%
985,686
+0.8%
0.88%
+5.9%
Q3 2022$140,288,000
-2.0%
978,298
+2.4%
0.83%
+5.5%
Q2 2022$143,130,000
-11.4%
955,346
+4.0%
0.79%
+0.1%
Q1 2022$161,610,000
-0.4%
918,554
+1.2%
0.78%
+5.1%
Q4 2021$162,306,000
+9.6%
907,497
+3.7%
0.75%
+0.9%
Q3 2021$148,103,000
+0.2%
875,003
+2.8%
0.74%
-0.7%
Q2 2021$147,876,000
+4.9%
851,525
+0.1%
0.74%
-4.5%
Q1 2021$140,919,000
+17.9%
850,911
+1.2%
0.78%
+8.3%
Q4 2020$119,544,000
+25.1%
840,616
-2.7%
0.72%
+15.4%
Q3 2020$95,552,000
+18.4%
863,712
+14.4%
0.62%
+6.3%
Q2 2020$80,689,000
+24.2%
754,664
+0.2%
0.59%
+9.3%
Q1 2020$64,989,000
-14.7%
752,794
+35.4%
0.54%
+9.1%
Q4 2019$76,203,000
+8.9%
555,941
+2.3%
0.49%
+0.4%
Q3 2019$70,004,000
+5.4%
543,301
+6.8%
0.49%
+12.9%
Q2 2019$66,396,000
+4.9%
508,624
+3.4%
0.43%
-2.5%
Q1 2019$63,312,000
+15.9%
491,818
+2.7%
0.44%
+2.5%
Q4 2018$54,648,000
-19.1%
479,120
-1.2%
0.43%
-8.6%
Q3 2018$67,591,000
+5.3%
485,012
+2.6%
0.48%
-0.8%
Q2 2018$64,212,000
+6.8%
472,876
+1.8%
0.48%
+4.6%
Q1 2018$60,117,000
+10.9%
464,511
+14.5%
0.46%
+7.0%
Q4 2017$54,206,000
+6.5%
405,827
+1.9%
0.43%
-0.9%
Q3 2017$50,888,000
+5.8%
398,216
+1.8%
0.43%
+0.5%
Q2 2017$48,078,000
+3.7%
391,161
+3.7%
0.43%
-0.5%
Q1 2017$46,354,000
+5.4%
377,294
+3.8%
0.43%
+1.2%
Q4 2016$43,974,000
+10.0%
363,421
+0.6%
0.43%
+10.1%
Q3 2016$39,968,000
+10.1%
361,182
+4.5%
0.39%
+4.9%
Q2 2016$36,303,000
+6.5%
345,743
+3.4%
0.37%
-1.6%
Q1 2016$34,076,000
+12.2%
334,476
+8.8%
0.38%
+7.7%
Q4 2015$30,366,000
+13.8%
307,446
+11.6%
0.35%
+9.1%
Q3 2015$26,678,000
+3.2%
275,454
+14.9%
0.32%
+7.0%
Q2 2015$25,855,000
+18.3%
239,822
+18.5%
0.30%
+12.0%
Q1 2015$21,852,000
-18.5%
202,375
-20.2%
0.27%
+32.8%
Q4 2014$26,824,000
+140.1%
253,608
+126.4%
0.20%
+3.6%
Q3 2014$11,173,000
-1.2%
112,019
+4.5%
0.19%
-7.6%
Q2 2014$11,312,000
+8.0%
107,225
+3.0%
0.21%
-5.8%
Q1 2014$10,478,000
+3795.2%
104,117
+3665.5%
0.22%
+2377.8%
Q4 2013$269,000
-97.3%
2,765
-97.5%
0.01%
-97.2%
Q3 2013$10,101,000
+1.3%
111,932
-6.0%
0.32%
+21.5%
Q2 2013$9,970,000119,1130.26%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Hackensack Meridian Health, Inc. 1,428,976$255,570,00024.79%
Mokosak Advisory Group, LLC 248,745$44,482,00017.06%
TrueWealth Financial Partners 63,776$11,406,00011.15%
Titan Capital Management, LLC /TX 59,009$10,554,0009.44%
Bishop & Co Investment Management, LLC 125,118$22,377,0009.25%
BHK Investment Advisors, LLC 128,961$23,065,0009.10%
Family CFO Inc 51,187$9,155,0008.84%
Center for Financial Planning, Inc. 230,096$41,153,0008.43%
ASPIRIANT, LLC 856,412$153,157,0008.19%
Merriman Wealth Management, LLC 1,150,291$202,529,0007.99%
View complete list of VANGUARD INDEX FDS shareholders