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Vanguard Small-Cap ETF shares owned by United Capital Financial Advisers

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

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

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Small-Cap 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 Small-Cap ETF by United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2023-12-31 $25M 115k 213.33
2023-09-30 $27M 141k 189.07
2023-06-30 $32M 161k 198.89
2023-03-31 $31M 165k 189.56
2022-12-31 $34M 183k 183.54
2022-09-30 $32M 187k 170.91
2022-06-30 $32M 181k 176.11
2022-03-31 $39M 184k 212.52
2021-12-31 $41M 183k 226.01
2021-09-30 $39M 178k 218.67
2021-06-30 $40M 176k 225.28
2021-03-31 $36M 167k 214.08
2020-12-31 $29M 148k 194.68
2020-09-30 $24M 153k 153.80
2020-06-30 $21M 146k 145.72
2020-03-31 $16M 140k 115.44
2019-12-31 $23M 136k 165.26
2019-09-30 $21M 135k 153.32
2019-06-30 $19M 124k 156.66
2019-03-31 $11M 72k 152.16
2018-12-31 $8.7M 66k 131.99
2018-09-30 $11M 69k 162.49
2018-06-30 $11M 70k 155.67
2018-03-31 $11M 72k 146.92
2017-12-31 $11M 71k 148.64
2017-09-30 $10M 73k 141.32
2017-06-30 $9.8M 72k 135.54
2017-03-31 $9.1M 68k 133.27
2016-12-31 $10M 79k 128.96
2016-09-30 $9.3M 76k 122.18
2016-06-30 $8.8M 76k 116.00
2016-03-31 $8.7M 79k 111.48
2015-12-31 $8.5M 77k 110.64
2015-09-30 $8.1M 75k 107.95
2015-06-30 $10M 86k 121.47
2015-03-31 $10M 86k 120.06
2014-12-31 $5.6M 48k 116.66
2014-09-30 $5.4M 49k 110.64
2014-06-30 $5.9M 51k 117.12
2014-03-31 $5.8M 51k 112.94
2013-12-31 $3.9M 35k 109.94
2013-09-30 $6.6M 64k 102.49
2013-06-30 $457k 4.9k 93.69
2013-03-31 $468k 5.1k 91.05
2012-12-31 $415k 5.1k 80.98
2012-09-30 $537k 6.7k 80.08
2012-06-30 $336k 4.4k 76.12
2011-12-31 $222k 3.2k 69.79
2011-03-31 $277k 3.5k 79.01
2010-12-31 $235k 3.2k 72.67

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 Small-Cap ETF

Bank of America Corporation
HPM Partners
Wells Fargo & Company
UBS Group
Bank of New York Mellon
Goldman Sachs Group
Pnc Financial Services
Creative Planning
Charles Schwab Investment Advisory
Mercer Global Advisors
Royal Bank of Canada
Wealthfront Advisers
Captrust Financial Advisors
Raymond James Financial Services Advisors
Mariner Wealth Advisors

View all funds holding Vanguard Small-Cap ETF