UNITED CAPITAL FINANCIAL ADVISORS, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 834 filers reported holding VANGUARD INDEX FDS in Q4 2018. The put-call ratio across all filers is 0.35 and the average weighting 1.3%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$265,720,470
-36.5%
975,801
-34.0%
1.74%
-23.7%
Q2 2023$418,632,076
+7.8%
1,479,474
-5.0%
2.28%
+5.3%
Q1 2023$388,290,968
+20.5%
1,556,651
+2.9%
2.17%
+19.9%
Q4 2022$322,335,841
-3.5%
1,512,533
-3.2%
1.81%
-8.4%
Q3 2022$334,187,000
-3.2%
1,561,985
+0.8%
1.97%
+4.1%
Q2 2022$345,362,000
-23.1%
1,549,473
-0.8%
1.90%
-13.1%
Q1 2022$449,287,000
-13.0%
1,562,193
-2.9%
2.18%
-8.2%
Q4 2021$516,482,000
+4.6%
1,609,479
-5.4%
2.38%
-3.6%
Q3 2021$493,681,000
-1.5%
1,701,350
-2.7%
2.47%
-2.3%
Q2 2021$501,299,000
+8.3%
1,747,843
-2.9%
2.52%
-1.4%
Q1 2021$462,739,000
+3.0%
1,800,259
+1.5%
2.56%
-5.4%
Q4 2020$449,205,000
+5.6%
1,773,131
-5.1%
2.71%
-2.5%
Q3 2020$425,377,000
+7.7%
1,868,884
-4.4%
2.78%
-3.4%
Q2 2020$394,947,000
+24.8%
1,954,313
-6.7%
2.87%
+9.9%
Q1 2020$316,573,000
-17.8%
2,094,571
-1.0%
2.62%
+5.2%
Q4 2019$385,297,000
+8.5%
2,115,039
-1.0%
2.49%
+0.1%
Q3 2019$355,183,000
+0.2%
2,136,055
-1.5%
2.48%
+7.2%
Q2 2019$354,452,000
+5.4%
2,169,361
+0.9%
2.32%
-2.0%
Q1 2019$336,407,000
+18.3%
2,150,664
+1.6%
2.36%
+4.7%
Q4 2018$284,367,000
-16.8%
2,116,931
-0.2%
2.26%
-5.9%
Q3 2018$341,583,000
+8.8%
2,121,106
+1.2%
2.40%
+2.7%
Q2 2018$313,841,000
+8.0%
2,094,928
+2.2%
2.34%
+5.5%
Q1 2018$290,723,000
+4.7%
2,049,078
+4.3%
2.22%
+1.1%
Q4 2017$277,631,000
+9.0%
1,964,833
+2.4%
2.19%
+1.5%
Q3 2017$254,648,000
+6.1%
1,918,249
+1.6%
2.16%
+0.5%
Q2 2017$239,895,000
+10.5%
1,888,339
+5.8%
2.15%
+6.2%
Q1 2017$217,140,000
+13.7%
1,784,807
+4.2%
2.02%
+9.1%
Q4 2016$191,037,000
+4.4%
1,713,640
+5.1%
1.86%
+4.4%
Q3 2016$183,050,000
+16.0%
1,630,150
+10.5%
1.78%
+10.5%
Q2 2016$157,849,000
+10.2%
1,475,222
+9.6%
1.61%
+1.8%
Q1 2016$143,266,000
+19.9%
1,345,852
+19.8%
1.58%
+14.9%
Q4 2015$119,512,000
+15.9%
1,123,336
+9.3%
1.38%
+11.1%
Q3 2015$103,091,000
+4.8%
1,027,928
+11.9%
1.24%
+8.7%
Q2 2015$98,351,000
+24.9%
918,734
+25.5%
1.14%
+18.4%
Q1 2015$78,725,000
-38.6%
731,988
-40.4%
0.96%
-0.1%
Q4 2014$128,188,000
+359.5%
1,227,968
+338.7%
0.96%
+99.0%
Q3 2014$27,899,000
+67.1%
279,912
+65.8%
0.48%
+56.1%
Q2 2014$16,693,000
+161.9%
168,786
+147.6%
0.31%
+127.9%
Q1 2014$6,373,000
+272.5%
68,170
+270.8%
0.14%
+134.5%
Q4 2013$1,711,000
+73.4%
18,387
+57.6%
0.06%
+87.1%
Q3 2013$987,000
+83.1%
11,667
+69.2%
0.03%
+121.4%
Q2 2013$539,0006,8960.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2018
NameSharesValueWeighting ↓
Jentner Corp 150,486$43,280,00031.36%
Bromfield Sneider Wealth Advisors 98,974$28,465,00029.88%
Axiom Advisory, LLC 92,526$26,611,00022.13%
Strategies Wealth Advisors, LLC 261,887$75,318,74620.14%
Peninsula Wealth, LLC 238,486$68,589,00019.54%
Benchmark Wealth Management, LLC 98,896$28,442,00019.13%
Dougherty Wealth Advisers LLC 42,952$12,353,00018.64%
Corrigan Financial, Inc. 204,558$58,830,77118.60%
Avory & Company, LLC 101,636$29,231,00018.30%
Merit Financial Group, LLC 999,489$287,453,00017.34%
View complete list of VANGUARD INDEX FDS shareholders