UNITED CAPITAL FINANCIAL ADVISORS, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VV and the CUSIP is 922908637. A total of 460 filers reported holding VANGUARD INDEX FDS in Q4 2018. The put-call ratio across all filers is 1.04 and the average weighting 0.8%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$17,534,038
-6.6%
89,601
-3.3%
0.12%
+12.7%
Q2 2023$18,778,791
+6.9%
92,634
-1.4%
0.10%
+4.1%
Q1 2023$17,559,190
-1.2%
93,995
-7.9%
0.10%
-2.0%
Q4 2022$17,773,632
-2.5%
102,030
-8.5%
0.10%
-7.4%
Q3 2022$18,234,000
-5.9%
111,481
-0.8%
0.11%
+1.9%
Q2 2022$19,369,000
-18.0%
112,379
-0.8%
0.11%
-7.8%
Q1 2022$23,625,000
+3.4%
113,314
+9.6%
0.12%
+9.5%
Q4 2021$22,859,000
+8.2%
103,427
-1.7%
0.10%
-0.9%
Q3 2021$21,130,000
-2.5%
105,165
-2.6%
0.11%
-2.8%
Q2 2021$21,680,000
+9.7%
107,994
+1.2%
0.11%0.0%
Q1 2021$19,769,000
+3.5%
106,687
-1.9%
0.11%
-5.2%
Q4 2020$19,104,000
-2.5%
108,706
-13.2%
0.12%
-10.2%
Q3 2020$19,595,000
+9.3%
125,255
-0.1%
0.13%
-1.5%
Q2 2020$17,925,000
+18.7%
125,350
-1.7%
0.13%
+4.0%
Q1 2020$15,102,000
-18.8%
127,516
+1.4%
0.12%
+4.2%
Q4 2019$18,596,000
+8.1%
125,784
-0.3%
0.12%0.0%
Q3 2019$17,198,000
+2.3%
126,151
+1.1%
0.12%
+9.1%
Q2 2019$16,808,000
+0.7%
124,766
-3.0%
0.11%
-6.0%
Q1 2019$16,691,000
+13.5%
128,593
+0.4%
0.12%0.0%
Q4 2018$14,707,000
-17.4%
128,042
-4.0%
0.12%
-6.4%
Q3 2018$17,812,000
+5.0%
133,410
-1.8%
0.12%
-0.8%
Q2 2018$16,957,000
-0.7%
135,918
-3.5%
0.13%
-3.1%
Q1 2018$17,071,000
-4.0%
140,835
-2.6%
0.13%
-7.1%
Q4 2017$17,790,000
-0.1%
144,539
-6.3%
0.14%
-7.3%
Q3 2017$17,809,000
+3.1%
154,321
-0.8%
0.15%
-2.6%
Q2 2017$17,271,000
+0.9%
155,565
-1.8%
0.16%
-2.5%
Q1 2017$17,115,000
-7.8%
158,336
-12.7%
0.16%
-11.7%
Q4 2016$18,556,000
+6.3%
181,267
+3.0%
0.18%
+6.5%
Q3 2016$17,451,000
+2.5%
175,988
-0.7%
0.17%
-2.3%
Q2 2016$17,021,000
-0.1%
177,298
-2.1%
0.17%
-8.0%
Q1 2016$17,033,000
+1.8%
181,182
+1.2%
0.19%
-2.6%
Q4 2015$16,732,000
+3.4%
178,949
-2.6%
0.19%
-0.5%
Q3 2015$16,184,000
-5.9%
183,803
+1.3%
0.19%
-2.5%
Q2 2015$17,199,000
-2.5%
181,390
-1.4%
0.20%
-7.9%
Q1 2015$17,634,000
+52.7%
183,883
+50.3%
0.22%
+148.3%
Q4 2014$11,546,000
+107.5%
122,326
+98.9%
0.09%
-10.3%
Q3 2014$5,564,000
-2.3%
61,509
-2.8%
0.10%
-8.5%
Q2 2014$5,694,000
+4.2%
63,260
-0.5%
0.11%
-8.6%
Q1 2014$5,467,000
+113.1%
63,554
+91.7%
0.12%
+41.5%
Q3 2013$2,565,000
+3.0%
33,159
-2.3%
0.08%
+24.2%
Q2 2013$2,491,00033,9380.07%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2018
NameSharesValueWeighting ↓
Johnson Financial Group, LLC 1,168,061$258,165,00041.85%
JFG Wealth Management, LLC 370,172$81,815,00030.66%
James Reed Financial Services, Inc. 120,137$26,552,00025.21%
McCarthy Grittinger Financial Group, LLC 290,614$64,231,41423.80%
Wealthquest Corp 682,820$150,916,00023.15%
Transamerica Financial Advisors, Inc. 3,336$738,00019.95%
Kistler-Tiffany Companies, LLC 450,346$99,535,00019.44%
National Mutual Insurance Federation of Agricultural Cooperatives 9,747,317$2,154,352,00017.32%
FIDUCIENT ADVISORS LLC 216,037$47,749,00014.48%
Latigo Investments, LLC 83,934$18,551,00012.38%
View complete list of VANGUARD INDEX FDS shareholders