UNITED CAPITAL FINANCIAL ADVISORS, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,120 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 1.06 and the average weighting 2.6%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$58,041,976
-5.9%
273,254
-2.4%
0.38%
+13.1%
Q2 2023$61,663,825
+2.7%
279,934
-4.9%
0.34%
+0.3%
Q1 2023$60,047,771
-1.5%
294,208
-7.7%
0.34%
-2.0%
Q4 2022$60,955,543
+9.1%
318,822
+2.4%
0.34%
+3.6%
Q3 2022$55,866,000
-6.6%
311,281
-1.9%
0.33%
+0.6%
Q2 2022$59,834,000
-12.4%
317,221
+5.7%
0.33%
-1.2%
Q1 2022$68,325,000
+0.5%
300,107
+6.6%
0.33%
+6.1%
Q4 2021$67,962,000
+11.1%
281,487
+2.2%
0.31%
+2.3%
Q3 2021$61,181,000
-2.2%
275,517
-1.9%
0.31%
-2.9%
Q2 2021$62,573,000
-6.4%
280,821
-13.2%
0.32%
-14.9%
Q1 2021$66,839,000
+6.9%
323,379
+0.7%
0.37%
-1.9%
Q4 2020$62,535,000
+8.0%
321,288
-5.5%
0.38%
-0.3%
Q3 2020$57,893,000
+13.7%
339,925
+4.5%
0.38%
+2.2%
Q2 2020$50,907,000
+16.4%
325,222
-4.1%
0.37%
+2.5%
Q1 2020$43,736,000
-25.9%
339,279
-6.0%
0.36%
-5.2%
Q4 2019$59,043,000
+1.0%
360,855
-6.8%
0.38%
-6.8%
Q3 2019$58,458,000
-15.8%
387,142
-16.3%
0.41%
-9.9%
Q2 2019$69,446,000
+9.6%
462,694
+5.7%
0.45%
+2.0%
Q1 2019$63,350,000
+100.9%
437,769
+77.2%
0.44%
+77.3%
Q4 2018$31,538,000
-72.3%
247,101
-67.5%
0.25%
-68.6%
Q3 2018$113,744,000
+35.5%
760,064
+27.2%
0.80%
+27.8%
Q2 2018$83,944,000
+14.7%
597,764
+10.9%
0.63%
+12.2%
Q1 2018$73,163,000
-14.7%
539,072
-13.4%
0.56%
-17.6%
Q4 2017$85,735,000
-10.3%
622,352
-15.7%
0.68%
-16.5%
Q3 2017$95,596,000
+7.3%
738,082
+3.1%
0.81%
+1.6%
Q2 2017$89,104,000
+5.4%
715,979
+2.7%
0.80%
+1.3%
Q1 2017$84,570,000
+4.5%
697,086
-0.7%
0.79%
+0.3%
Q4 2016$80,930,000
+0.7%
701,785
-2.8%
0.79%
+0.6%
Q3 2016$80,383,000
+0.2%
722,025
-3.7%
0.78%
-4.4%
Q2 2016$80,249,000
-1.8%
749,994
-3.8%
0.82%
-9.3%
Q1 2016$81,753,000
-7.3%
779,939
-7.8%
0.90%
-11.2%
Q4 2015$88,205,000
+369.3%
845,684
+344.1%
1.02%
+349.1%
Q3 2015$18,797,000
-82.6%
190,410
-81.1%
0.23%
-81.9%
Q2 2015$107,838,000
+8.7%
1,007,646
+9.6%
1.25%
+3.1%
Q1 2015$99,172,000
-45.4%
919,027
-46.3%
1.21%
-11.1%
Q4 2014$181,504,000
+123.8%
1,712,306
+113.8%
1.36%
-3.2%
Q3 2014$81,085,000
+3.1%
800,915
+3.6%
1.41%
-3.6%
Q2 2014$78,683,000
+14.0%
773,147
+9.2%
1.46%
-0.7%
Q1 2014$69,032,000
+1393.9%
708,243
+1370.1%
1.47%
+836.9%
Q4 2013$4,621,000
-92.1%
48,176
-92.8%
0.16%
-91.6%
Q3 2013$58,517,000
+34.2%
667,624
+26.6%
1.87%
+61.1%
Q2 2013$43,609,000527,5041.16%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2022
NameSharesValueWeighting ↓
Symetra Investment Management Co 1,021,603$225,039100.00%
Rainwater Charitable Foundation 457,782$100,840,21973.29%
Ebor Charitable Trust 77,869$17,152,98368.48%
Cabot-Wellington, LLC 538,033$118,517,82265.65%
Gibson Capital, LLC 972,491$214,220,49355.65%
University of Massachusetts Foundation, Inc. 503,429$110,895,34052.21%
Avalon Advisory Group 414,742$91,359,41151.97%
Beacon Wealthcare LLC 454,010$100,009,24551.01%
AEGON USA Investment Management, LLC 387,771$85,418,19649.00%
CARL STUART INVESTMENT ADVISOR, INC 281,327$61,970,71947.55%
View complete list of VANGUARD INDEX FDS shareholders