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Vanguard Mid-Cap Growth ETF shares owned by United Capital Financial Advisers

Quarter-by-quarter ownership of Vanguard Mid-Cap Growth ETF (VOT) shares owned by United Capital Financial Advisers from 13F filings

Historical chart of United Capital Financial Advisers investment in Vanguard Mid-Cap Growth ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Mid-Cap Growth ETF held by United Capital Financial Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Mid-Cap Growth ETF by United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.8M 13k 219.58
2023-09-30 $4.1M 21k 194.77
2023-06-30 $4.3M 21k 205.77
2023-03-31 $4.0M 21k 194.89
2022-12-31 $3.2M 18k 179.76
2022-09-30 $3.3M 19k 170.52
2022-06-30 $3.9M 22k 175.38
2022-03-31 $4.1M 18k 222.83
2021-12-31 $4.3M 17k 254.62
2021-09-30 $3.8M 16k 236.28
2021-06-30 $3.6M 15k 236.37
2021-03-31 $2.9M 13k 214.57
2020-12-31 $2.4M 11k 212.04
2020-09-30 $2.1M 11k 180.18
2020-06-30 $1.8M 11k 165.11
2020-03-31 $1.1M 8.6k 126.70
2019-12-31 $1.7M 11k 158.75
2019-09-30 $1.4M 9.6k 148.11
2019-06-30 $1.6M 11k 149.30
2019-03-31 $1.4M 9.9k 141.57
2018-12-31 $1.2M 9.9k 119.68
2018-09-30 $1.5M 10k 142.48
2018-06-30 $1.4M 10k 134.37
2018-03-31 $1.2M 9.2k 129.60
2017-12-31 $1.0M 8.1k 128.45
2017-09-30 $751k 6.2k 121.76
2017-06-30 $722k 6.1k 117.59
2017-03-31 $657k 5.8k 113.04
2016-12-31 $735k 7.0k 105.72
2016-09-30 $668k 6.3k 106.45
2016-06-30 $497k 4.9k 102.10
2016-03-31 $491k 4.9k 100.22
2015-12-31 $494k 5.0k 99.76
2015-09-30 $552k 5.7k 97.32
2015-06-30 $1.5M 14k 106.55

More positions owned by United Capital Financial Advisers

Vanguard S&p 500 Etf Exchange Traded Fund (VOO)
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)
Apple Common Stock (AAPL)
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Microsoft Corp Common Stock (MSFT)
Vanguard Value Etf Exchange Traded Fund (VTV)
Ishares Core Total Usd Bond Ma Exchange Traded Fund (IUSB)
Vanguard Intermediate-term Bon Exchange Traded Fund (BIV)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Ishares U.s. Treasury Bond Etf Exchange Traded Fund (GOVT)
Ishares Currency Hedged Msci E Exchange Traded Fund (HEFA)
Ishares Mbs Etf Exchange Traded Fund (MBB)
Ishares Core Msci Emerging Mar Exchange Traded Fund (IEMG)
Spdr Nuveen Bloomberg Short Te Exchange Traded Fund (SHM)

View all positions for United Capital Financial Advisers

Top funds holding Vanguard Mid-Cap Growth ETF

Assetmark
Bank of America Corporation
Wells Fargo & Company
Pnc Financial Services
UBS Group
Truepoint
Tiaa Trust, National Association
Advisor Group Holdings
Stifel Financial
Rockefeller Capital Management
EP Wealth Advisors
Stephens Group Asset Management
Commonwealth Equity Services
Orgel Wealth Management
Royal Bank of Canada

View all funds holding Vanguard Mid-Cap Growth ETF