Vanguard Total Stock Market ETF shares owned by United Capital Financial Advisers
Quarter-by-quarter ownership of Vanguard Total Stock Market ETF (VTI) shares owned by United Capital Financial Advisers
from 13F filings
Historical chart of United Capital Financial Advisers investment in Vanguard Total Stock Market ETF
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Quarterly reported holdings in Vanguard Total Stock Market ETF by United Capital Financial Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $36M | 150k | 237.22 |
| 2023-09-30 | $58M | 273k | 212.41 |
| 2023-06-30 | $62M | 280k | 220.28 |
| 2023-03-31 | $60M | 294k | 204.10 |
| 2022-12-31 | $61M | 319k | 191.19 |
| 2022-09-30 | $56M | 311k | 179.47 |
| 2022-06-30 | $60M | 317k | 188.62 |
| 2022-03-31 | $68M | 300k | 227.67 |
| 2021-12-31 | $68M | 282k | 241.44 |
| 2021-09-30 | $61M | 276k | 222.06 |
| 2021-06-30 | $63M | 281k | 222.82 |
| 2021-03-31 | $67M | 323k | 206.69 |
| 2020-12-31 | $63M | 321k | 194.64 |
| 2020-09-30 | $58M | 340k | 170.31 |
| 2020-06-30 | $51M | 325k | 156.53 |
| 2020-03-31 | $44M | 339k | 128.91 |
| 2019-12-31 | $59M | 361k | 163.62 |
| 2019-09-30 | $59M | 387k | 151.00 |
| 2019-06-30 | $69M | 463k | 150.09 |
| 2019-03-31 | $63M | 438k | 144.71 |
| 2018-12-31 | $32M | 247k | 127.63 |
| 2018-09-30 | $114M | 760k | 149.65 |
| 2018-06-30 | $84M | 598k | 140.43 |
| 2018-03-31 | $73M | 539k | 135.72 |
| 2017-12-31 | $86M | 622k | 137.76 |
| 2017-09-30 | $96M | 738k | 129.52 |
| 2017-06-30 | $89M | 716k | 124.45 |
| 2017-03-31 | $85M | 697k | 121.32 |
| 2016-12-31 | $81M | 702k | 115.32 |
| 2016-09-30 | $80M | 722k | 111.33 |
| 2016-06-30 | $80M | 750k | 107.00 |
| 2016-03-31 | $82M | 780k | 104.82 |
| 2015-12-31 | $88M | 846k | 104.30 |
| 2015-09-30 | $19M | 190k | 98.72 |
| 2015-06-30 | $108M | 1.0M | 107.02 |
| 2015-03-31 | $99M | 919k | 107.91 |
| 2014-12-31 | $91M | 856k | 106.00 |
| 2014-09-30 | $81M | 801k | 101.24 |
| 2014-06-30 | $79M | 773k | 101.77 |
| 2014-03-31 | $69M | 708k | 97.47 |
| 2013-12-31 | $4.6M | 48k | 95.92 |
| 2013-09-30 | $59M | 668k | 87.65 |
| 2013-06-30 | $44M | 528k | 82.67 |
| 2013-03-31 | $40M | 496k | 80.96 |
| 2012-12-31 | $30M | 411k | 73.28 |
| 2012-09-30 | $33M | 443k | 73.65 |
| 2012-06-30 | $27M | 382k | 69.70 |
| 2011-12-31 | $29M | 450k | 64.30 |
| 2011-03-31 | $18M | 256k | 68.71 |
| 2010-12-31 | $16M | 253k | 64.93 |
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