UNITED CAPITAL FINANCIAL ADVISORS, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 462 filers reported holding VANGUARD INDEX FDS in Q1 2016. The put-call ratio across all filers is 0.83 and the average weighting 0.8%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$6,736,408
-28.9%
32,349
-24.8%
0.04%
-15.4%
Q2 2023$9,472,161
+0.4%
43,024
-3.8%
0.05%
-1.9%
Q1 2023$9,431,370
-1.9%
44,715
-5.2%
0.05%
-1.9%
Q4 2022$9,610,676
-7.8%
47,155
-14.9%
0.05%
-12.9%
Q3 2022$10,419,000
-7.1%
55,427
-2.6%
0.06%0.0%
Q2 2022$11,213,000
-21.4%
56,928
-5.0%
0.06%
-10.1%
Q1 2022$14,258,000
-1.4%
59,946
+5.7%
0.07%
+3.0%
Q4 2021$14,455,000
+8.2%
56,737
+0.5%
0.07%0.0%
Q3 2021$13,361,000
-4.3%
56,431
-4.0%
0.07%
-4.3%
Q2 2021$13,957,000
+7.6%
58,805
+0.4%
0.07%
-2.8%
Q1 2021$12,970,000
+4.3%
58,599
-2.5%
0.07%
-4.0%
Q4 2020$12,432,000
+15.1%
60,125
-1.9%
0.08%
+7.1%
Q3 2020$10,798,000
+6.0%
61,262
-1.4%
0.07%
-5.4%
Q2 2020$10,188,000
+19.2%
62,155
-4.3%
0.07%
+4.2%
Q1 2020$8,546,000
-22.2%
64,915
+5.3%
0.07%0.0%
Q4 2019$10,984,000
+5.2%
61,644
-1.1%
0.07%
-2.7%
Q3 2019$10,446,000
-0.7%
62,327
-0.9%
0.07%
+5.8%
Q2 2019$10,517,000
+2.7%
62,917
-1.2%
0.07%
-4.2%
Q1 2019$10,238,000
+36.4%
63,692
+17.3%
0.07%
+20.0%
Q4 2018$7,504,000
-16.2%
54,308
-0.4%
0.06%
-4.8%
Q3 2018$8,954,000
-1.9%
54,532
-5.8%
0.06%
-7.4%
Q2 2018$9,129,000
+0.5%
57,910
-1.7%
0.07%
-1.4%
Q1 2018$9,082,000
+16.4%
58,894
+16.8%
0.07%
+11.3%
Q4 2017$7,804,000
+1.9%
50,420
-3.2%
0.06%
-4.6%
Q3 2017$7,657,000
-2.7%
52,088
-5.6%
0.06%
-7.1%
Q2 2017$7,866,000
+2.2%
55,190
-0.2%
0.07%
-2.8%
Q1 2017$7,698,000
-7.7%
55,286
-12.7%
0.07%
-11.1%
Q4 2016$8,336,000
+1.0%
63,329
-0.7%
0.08%
+1.2%
Q3 2016$8,255,000
+8.8%
63,777
+4.3%
0.08%
+3.9%
Q2 2016$7,586,000
-3.5%
61,176
-5.6%
0.08%
-11.5%
Q1 2016$7,859,000
-8.1%
64,830
-9.0%
0.09%
-11.2%
Q4 2015$8,553,000
-18.8%
71,208
-21.1%
0.10%
-22.2%
Q3 2015$10,530,000
-17.2%
90,251
-9.6%
0.13%
-14.3%
Q2 2015$12,720,000
+18.3%
99,819
+19.1%
0.15%
+12.2%
Q1 2015$10,748,000
+15.0%
83,845
+10.9%
0.13%
+87.1%
Q4 2014$9,344,000
+95.7%
75,630
+85.8%
0.07%
-15.7%
Q3 2014$4,775,000
-7.3%
40,708
-6.3%
0.08%
-13.5%
Q2 2014$5,153,000
+3.0%
43,426
-1.4%
0.10%
-10.3%
Q1 2014$5,002,000
+12.0%
44,039
+8.5%
0.11%
-29.6%
Q4 2013$4,467,000
-47.2%
40,600
-50.9%
0.15%
-43.7%
Q3 2013$8,467,000
+2110.7%
82,622
+1950.7%
0.27%
+2600.0%
Q2 2013$383,0004,0290.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2016
NameSharesValueWeighting ↓
BCK Partners, Inc. 117,550$24,478,65415.26%
TL Private Wealth 118,648$24,685,93114.14%
Axiom Financial Strategies, LLC 99,551$20,730,39613.91%
Conrad Siegel Investment Advisors, Inc. 125,262$26,084,62313.47%
Northwest Quadrant Wealth Management, LLC 223,403$46,521,41613.06%
OAK HILL WEALTH ADVISORS, LLC 172,303$35,880,41011.97%
JMG Financial Group, Ltd. 1,183,719$246,497,74711.89%
CONSILIO WEALTH ADVISORS, LLC 99,247$20,141,21111.71%
SEARCY FINANCIAL SERVICES INC /ADV 90,189$18,780,91411.34%
Stephens Consulting, LLC 130,925$27,263,82711.07%
View complete list of VANGUARD INDEX FDS shareholders