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UnitedHealth shares owned by VSM Wealth Advisory

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by VSM Wealth Advisory from 13F filings

Historical chart of VSM Wealth Advisory investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by VSM Wealth Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by VSM Wealth Advisory

Quarter filed Position value Share count Share price at filing
2026-03-31 $45k 165 270.48
2025-12-31 $23k 71 330.11
2025-09-30 $52k 149 346.09
2025-06-30 $43k 136 312.39

More positions owned by VSM Wealth Advisory

Vanguard Large-cap Indexfund Etf Shares Etf (VV)
Vanguard Short Term Cor Bd Etf Etf (VCSH)
Vanguard Mega Cap Index Fund Etf Shares Etf (MGC)
Vanguard Total Stock Market Index Fund Etf Shares Etf (VTI)
Vanguard High Dividend Yield Index Fund Etf Shares Etf (VYM)
Vanguard Small-cap Indexfund Etf Shares Etf (VB)
Vanguard Value Index Fund Etf Shares Etf (VTV)
Vanguard Mid-cap Index Fund Etf Shares Etf (VO)
Vanguard Ftse All-world Ex-us Index Fund Etf Shares Etf (VEU)
Schwab U.s. Broad Marketetf Etf (SCHB)
Vanguard Growth Index Fund Etf Shares Etf (VUG)
DIMENSIONAL US CORE Common Stock MARKET ETF Etf (DFAU)
Vanguard Ftse Developed Markets Index Fund Etf Shares Etf (VEA)
DIMENSIONAL U.S. Common Stock MARKET ETF Etf (DFUS)
Schwab U.s. Large-cap Etf Etf (SCHX)

View all positions for VSM Wealth Advisory

Top funds holding UnitedHealth

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
Susquehanna International
Capital World Investors
Vanguard Portfolio Management
Geode Capital Management
Citadel Advisors
Capital Research Global Investors
Wellington Management Company
Morgan Stanley
Jane Street
FMR
Bank of America Corporation

View all funds holding UnitedHealth