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

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2024-12-31 $84M 422k 198.18
2024-09-30 $87M 432k 200.78
2024-06-30 $78M 429k 182.52
2024-03-31 $84M 440k 191.88
2023-12-31 $83M 461k 179.97
2023-09-30 $126M 792k 159.49
2023-06-30 $160M 966k 165.40
2023-03-31 $152M 957k 158.76
2022-12-31 $157M 986k 158.80
2022-09-30 $140M 978k 143.40
2022-06-30 $143M 955k 149.82
2022-03-31 $162M 919k 175.94
2021-12-31 $162M 908k 178.85
2021-09-30 $148M 875k 169.26
2021-06-30 $148M 852k 173.66
2021-03-31 $141M 851k 165.61
2020-12-31 $120M 841k 142.21
2020-09-30 $96M 864k 110.63
2020-06-30 $81M 755k 106.92
2020-03-31 $65M 753k 86.33
2019-12-31 $76M 556k 137.07
2019-09-30 $70M 543k 128.85
2019-06-30 $66M 509k 130.54
2019-03-31 $63M 492k 128.73
2018-12-31 $55M 479k 114.06
2018-09-30 $68M 485k 139.36
2018-06-30 $64M 473k 135.79
2018-03-31 $60M 465k 129.42
2017-12-31 $54M 406k 133.57
2017-09-30 $51M 398k 127.79
2017-06-30 $48M 391k 122.91
2017-03-31 $46M 377k 122.86
2016-12-31 $44M 363k 121.00
2016-09-30 $40M 361k 110.66
2016-06-30 $36M 346k 105.00
2016-03-31 $34M 335k 101.88
2015-12-31 $30M 307k 98.77
2015-09-30 $27M 276k 96.85
2015-06-30 $26M 240k 107.81
2015-03-31 $22M 202k 107.98
2014-12-31 $13M 127k 105.77
2014-09-30 $11M 112k 99.74
2014-06-30 $11M 107k 105.50
2014-03-31 $11M 104k 100.64
2013-12-31 $269k 2.8k 97.29
2013-09-30 $10M 112k 90.24
2013-06-30 $10M 119k 83.70
2013-03-31 $10M 124k 82.15
2012-12-31 $9.2M 127k 72.65
2012-09-30 $8.9M 124k 71.90
2012-06-30 $9.0M 132k 68.20
2011-12-31 $9.6M 153k 62.67
2011-03-31 $226k 3.2k 71.52
2010-12-31 $211k 3.2k 66.77

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 Corporation Common Stock (MSFT)
Ishares Core Total Usd Bond Market Etf Exchange Traded Fund (IUSB)
Vanguard Value Etf Exchange Traded Fund (VTV)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Nvidia Corporation Common Stock (NVDA)
Vanguard Intermediate-term Bond Etf Exchange Traded Fund (BIV)
Ishares U.s. Treasury Bond Etf Exchange Traded Fund (GOVT)
Ishares Currency Hedged Msci Eafe Etf Exchange Traded Fund (HEFA)
Ishares Mbs Etf Exchange Traded Fund (MBB)
Ishares S&p 500 Growth Etf Exchange Traded Fund (IVW)

View all positions for United Capital Financial Advisers

Top funds holding Vanguard Small-Cap Value ETF

Bank of America Corporation
Assetmark
Morgan Stanley
Betterment
Jones Financial Companies, L.L
Envestnet Asset Management
Wells Fargo & Company
UBS Group
Captrust Financial Advisors
Axiom Advisory
Sei Investments
LPL Financial
Aspiriant
Raymond James Financial
Mather Group

View all funds holding Vanguard Small-Cap Value ETF