UNITED CAPITAL FINANCIAL ADVISORS, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VXF and the CUSIP is 922908652. A total of 612 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.14 and the average weighting 0.5%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$785,921
-10.9%
5,483
-7.4%
0.01%0.0%
Q2 2023$881,641
+3.1%
5,924
-2.9%
0.01%0.0%
Q1 2023$855,194
+12.1%
6,100
+6.2%
0.01%
+25.0%
Q4 2022$763,061
+9.2%
5,743
+4.4%
0.00%0.0%
Q3 2022$699,000
-4.0%
5,503
-0.9%
0.00%0.0%
Q2 2022$728,000
+168.6%
5,551
+238.9%
0.00%
+300.0%
Q1 2022$271,000
-21.0%
1,638
-12.6%
0.00%
-50.0%
Q4 2021$343,000
-2.8%
1,874
-3.1%
0.00%0.0%
Q3 2021$353,000
-3.3%
1,9340.0%0.00%0.0%
Q2 2021$365,000
-94.3%
1,934
-94.6%
0.00%
-94.3%
Q1 2021$6,353,000
+4.8%
35,914
-2.5%
0.04%
-5.4%
Q4 2020$6,063,000
+26.8%
36,820
-0.1%
0.04%
+19.4%
Q3 2020$4,780,000
+6.1%
36,849
-3.2%
0.03%
-6.1%
Q2 2020$4,504,000
+26.1%
38,058
-3.6%
0.03%
+10.0%
Q1 2020$3,573,000
-34.9%
39,467
-9.4%
0.03%
-14.3%
Q4 2019$5,487,000
+5.8%
43,549
-2.3%
0.04%
-2.8%
Q3 2019$5,184,000
-2.1%
44,560
-0.2%
0.04%
+2.9%
Q2 2019$5,293,000
+2.5%
44,640
-0.2%
0.04%
-2.8%
Q1 2019$5,163,000
-6.2%
44,718
-18.9%
0.04%
-18.2%
Q4 2018$5,506,000
-24.8%
55,164
-7.6%
0.04%
-13.7%
Q3 2018$7,317,000
+3.2%
59,671
-0.8%
0.05%
-3.8%
Q2 2018$7,089,000
+17.1%
60,176
+10.9%
0.05%
+15.2%
Q1 2018$6,056,000
+4.0%
54,281
+4.2%
0.05%0.0%
Q4 2017$5,822,000
+4.3%
52,107
-0.0%
0.05%
-2.1%
Q3 2017$5,584,000
+8.1%
52,121
+3.2%
0.05%
+2.2%
Q2 2017$5,167,000
+4.7%
50,510
+2.2%
0.05%0.0%
Q1 2017$4,936,000
+13.8%
49,414
+9.3%
0.05%
+9.5%
Q4 2016$4,336,000
+5.5%
45,210
+0.4%
0.04%
+5.0%
Q3 2016$4,110,000
+15.8%
45,027
+7.8%
0.04%
+11.1%
Q2 2016$3,550,000
+91.8%
41,766
+86.8%
0.04%
+80.0%
Q1 2016$1,851,000
+100.1%
22,353
+102.4%
0.02%
+81.8%
Q4 2015$925,000
-24.8%
11,042
-26.7%
0.01%
-26.7%
Q3 2015$1,230,000
-15.8%
15,067
-5.2%
0.02%
-11.8%
Q2 2015$1,461,000
+37.4%
15,887
+36.0%
0.02%
+30.8%
Q1 2015$1,063,00011,6790.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2022
NameSharesValueWeighting ↓
OIKOS HOLDINGS LLC 444,100$62,262,82025.94%
ACT WEALTH MANAGEMENT, LLC 187,391$26,272,24615.62%
Gleason Group, Inc. 232,366$32,577,7829.35%
MAYPORT, LLC 90,193$12,644,9957.91%
FC Advisory LLC 125,042$17,530,9437.74%
Van Cleef Asset Management,Inc 331,156$46,428,0907.25%
Applied Capital LLC 75,129$10,533,0907.03%
Firestone Capital Management 124,777$17,493,7436.30%
James J. Burns & Company, LLC 169,944$23,8256.14%
CYPRESS FINANCIAL PLANNING LLC 66,613$9,310,6035.67%
View complete list of VANGUARD INDEX FDS shareholders