UNITED CAPITAL FINANCIAL ADVISORS, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,622 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.91 and the average weighting 1.6%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$307,682,663
-29.9%
2,230,716
-27.8%
2.02%
-15.7%
Q2 2023$438,764,620
+2.3%
3,087,717
-0.6%
2.39%
-0.1%
Q1 2023$428,951,221
-5.2%
3,105,866
-3.6%
2.39%
-5.6%
Q4 2022$452,361,041
+8.6%
3,222,633
-4.5%
2.54%
+3.1%
Q3 2022$416,665,000
-9.0%
3,374,354
-2.8%
2.46%
-2.1%
Q2 2022$457,989,000
-13.5%
3,472,767
-3.1%
2.51%
-2.3%
Q1 2022$529,458,000
-3.7%
3,582,746
-4.1%
2.57%
+1.6%
Q4 2021$549,851,000
+8.3%
3,737,684
-0.4%
2.53%
-0.2%
Q3 2021$507,868,000
-1.8%
3,751,700
-0.3%
2.54%
-2.5%
Q2 2021$517,017,000
+4.3%
3,761,218
-0.2%
2.60%
-5.1%
Q1 2021$495,640,000
+14.4%
3,770,271
+3.6%
2.74%
+5.1%
Q4 2020$433,129,000
+16.3%
3,640,965
+2.2%
2.61%
+7.4%
Q3 2020$372,329,000
+11.1%
3,562,611
+5.9%
2.43%
-0.3%
Q2 2020$335,021,000
+17.9%
3,364,002
+1.6%
2.44%
+3.8%
Q1 2020$284,080,000
-23.7%
3,310,179
+6.6%
2.35%
-2.2%
Q4 2019$372,199,000
+6.9%
3,105,537
-0.4%
2.40%
-1.4%
Q3 2019$348,053,000
+1.6%
3,118,197
+0.9%
2.43%
+8.7%
Q2 2019$342,688,000
+5.6%
3,089,504
+2.5%
2.24%
-1.8%
Q1 2019$324,402,000
+11.8%
3,014,047
+1.7%
2.28%
-1.0%
Q4 2018$290,160,000
-12.4%
2,962,324
-1.0%
2.30%
-1.0%
Q3 2018$331,332,000
+9.3%
2,993,601
+2.5%
2.33%
+3.1%
Q2 2018$303,180,000
+4.6%
2,919,967
+4.0%
2.26%
+2.3%
Q1 2018$289,749,000
+3.9%
2,808,188
+7.4%
2.21%
+0.3%
Q4 2017$278,923,000
+9.9%
2,614,825
+2.9%
2.20%
+2.3%
Q3 2017$253,708,000
+6.6%
2,541,659
+3.1%
2.15%
+1.0%
Q2 2017$237,987,000
+8.7%
2,464,654
+7.4%
2.13%
+4.5%
Q1 2017$218,933,000
+6.7%
2,295,617
+4.0%
2.04%
+2.4%
Q4 2016$205,238,000
+10.7%
2,206,626
+3.6%
1.99%
+10.7%
Q3 2016$185,349,000
+12.5%
2,130,448
+9.9%
1.80%
+7.2%
Q2 2016$164,795,000
+11.9%
1,938,769
+8.5%
1.68%
+3.4%
Q1 2016$147,253,000
+24.6%
1,787,265
+23.2%
1.62%
+19.3%
Q4 2015$118,218,000
+21.8%
1,450,174
+14.7%
1.36%
+16.8%
Q3 2015$97,033,000
+8.0%
1,264,275
+17.4%
1.16%
+12.0%
Q2 2015$89,808,000
+13.8%
1,077,346
+15.7%
1.04%
+7.9%
Q1 2015$78,911,000
-38.6%
930,889
-38.8%
0.96%
-0.1%
Q4 2014$128,522,000
+374.9%
1,521,150
+356.4%
0.96%
+105.3%
Q3 2014$27,063,000
+70.7%
333,294
+70.2%
0.47%
+59.9%
Q2 2014$15,851,000
+170.0%
195,809
+160.5%
0.29%
+135.2%
Q1 2014$5,871,000
+942.8%
75,167
+831.7%
0.12%
+594.4%
Q3 2013$563,000
+7.0%
8,068
+3.7%
0.02%
+28.6%
Q2 2013$526,0007,7770.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2022
NameSharesValueWeighting ↓
Saudi Central Bank 756,686$111,316,000100.00%
Permanens Capital L.P. 1,059,590$126,049,00026.53%
VISTA CAPITAL PARTNERS, INC. 1,029,045$122,415,00020.29%
Peninsula Wealth, LLC 426,094$50,688,00019.02%
Cornerstone Management, Inc. 462,881$55,064,32417.41%
Foster Group, Inc. 789,564$92,916,00017.19%
JONES FINANCIAL COMPANIES LLLP 75,927,528$9,032,339,00016.54%
CBIZ Investment Advisory Services, LLC 1,502,129$178,691,00016.54%
TL Private Wealth 211,915$26,099,00016.50%
Jacobsen Capital Management 230,886$27,466,00016.28%
View complete list of VANGUARD INDEX FDS shareholders