UNITED CAPITAL FINANCIAL ADVISORS, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,271 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.70 and the average weighting 0.9%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$26,598,890
-17.1%
140,683
-12.8%
0.17%
-0.6%
Q2 2023$32,098,622
+2.4%
161,389
-2.4%
0.18%0.0%
Q1 2023$31,352,491
-6.4%
165,396
-9.4%
0.18%
-6.9%
Q4 2022$33,505,980
+4.8%
182,554
-2.4%
0.19%
-0.5%
Q3 2022$31,963,000
+0.3%
187,017
+3.3%
0.19%
+8.0%
Q2 2022$31,883,000
-18.5%
181,040
-1.6%
0.18%
-7.9%
Q1 2022$39,104,000
-5.6%
184,000
+0.4%
0.19%
-0.5%
Q4 2021$41,416,000
+6.5%
183,250
+3.0%
0.19%
-1.5%
Q3 2021$38,905,000
-2.0%
177,914
+1.0%
0.19%
-3.0%
Q2 2021$39,703,000
+11.1%
176,239
+5.6%
0.20%
+1.0%
Q1 2021$35,740,000
+24.5%
166,945
+13.2%
0.20%
+14.5%
Q4 2020$28,717,000
+21.9%
147,508
-3.7%
0.17%
+12.3%
Q3 2020$23,550,000
+10.7%
153,121
+4.9%
0.15%
-0.6%
Q2 2020$21,265,000
+31.6%
145,928
+4.3%
0.16%
+16.5%
Q1 2020$16,155,000
-28.3%
139,940
+2.7%
0.13%
-8.3%
Q4 2019$22,517,000
+9.0%
136,250
+1.2%
0.14%
+0.7%
Q3 2019$20,650,000
+6.7%
134,687
+9.1%
0.14%
+14.3%
Q2 2019$19,347,000
+76.7%
123,499
+71.6%
0.13%
+63.6%
Q1 2019$10,952,000
+26.5%
71,978
+9.7%
0.08%
+11.6%
Q4 2018$8,659,000
-22.4%
65,601
-4.5%
0.07%
-11.5%
Q3 2018$11,157,000
+2.7%
68,661
-1.6%
0.08%
-3.7%
Q2 2018$10,860,000
+3.2%
69,762
-2.6%
0.08%
+1.2%
Q1 2018$10,523,000
-0.9%
71,624
+0.3%
0.08%
-4.8%
Q4 2017$10,618,000
+2.6%
71,432
-2.4%
0.08%
-4.5%
Q3 2017$10,347,000
+6.0%
73,217
+1.7%
0.09%
+1.1%
Q2 2017$9,759,000
+7.4%
72,001
+5.6%
0.09%
+2.4%
Q1 2017$9,089,000
-10.5%
68,198
-13.4%
0.08%
-14.1%
Q4 2016$10,158,000
+9.1%
78,766
+3.3%
0.10%
+10.0%
Q3 2016$9,314,000
+5.4%
76,232
+0.1%
0.09%0.0%
Q2 2016$8,838,000
+1.0%
76,190
-2.9%
0.09%
-6.2%
Q1 2016$8,748,000
+2.9%
78,469
+2.1%
0.10%
-2.0%
Q4 2015$8,500,000
+4.9%
76,827
+2.3%
0.10%
+1.0%
Q3 2015$8,106,000
-22.0%
75,092
-12.2%
0.10%
-19.2%
Q2 2015$10,394,000
+0.9%
85,571
-0.2%
0.12%
-4.8%
Q1 2015$10,299,000
-8.1%
85,780
-10.7%
0.13%
+50.0%
Q4 2014$11,208,000
+106.8%
96,072
+96.1%
0.08%
-10.6%
Q3 2014$5,419,000
-8.4%
48,980
-3.0%
0.09%
-14.5%
Q2 2014$5,917,000
+2.1%
50,519
-1.5%
0.11%
-10.6%
Q1 2014$5,793,000
+49.5%
51,292
+45.6%
0.12%
-6.8%
Q4 2013$3,874,000
-41.2%
35,237
-45.2%
0.13%
-37.1%
Q3 2013$6,592,000
+1342.5%
64,321
+1218.6%
0.21%
+1650.0%
Q2 2013$457,0004,8780.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Centered Wealth LLC dba Miller Equity Capital Advisors 258,800$49,058,03327.42%
Aufman Associates Inc 148,061$28,066,35423.89%
Investments & Financial Planning, LLC 103,364$19,593,70617.98%
MBE Wealth Management, LLC 140,161$26,568,89515.64%
Whelan Financial 122,311$23,185,25912.86%
Brown Financial Advisory 67,451$12,786,09512.31%
BLUESTEM FINANCIAL ADVISORS, LLC 103,905$19,696,30312.13%
Family Investment Center, Inc. 92,753$17,582,31212.08%
McCarthy Grittinger Financial Group, LLC 157,695$29,892,59111.85%
Chandler Asset Management, Inc. 262,837$49,823,32511.83%
View complete list of VANGUARD INDEX FDS shareholders