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Vanguard Financials ETF shares owned by United Capital Financial Advisers

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

Historical chart of United Capital Financial Advisers investment in Vanguard Financials ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Financials 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 Financials ETF by United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.5M 21k 120.82
2025-12-31 $2.8M 21k 133.49
2025-09-30 $621k 4.7k 131.23
2025-06-30 $602k 4.7k 127.30
2025-03-31 $565k 4.7k 119.48
2024-12-31 $558k 4.7k 118.08
2024-09-30 $495k 4.5k 109.92
2024-06-30 $455k 4.6k 99.89
2024-03-31 $628k 6.1k 102.38
2023-12-31 $814k 8.8k 92.25
2023-09-30 $899k 11k 80.32
2023-06-30 $1.0M 12k 81.24
2023-03-31 $1.1M 14k 77.89
2022-12-31 $1.5M 18k 82.73
2022-09-30 $1.2M 16k 74.45
2022-06-30 $1.2M 15k 77.21
2022-03-31 $1.5M 16k 93.39
2021-12-31 $1.5M 15k 96.55
2021-09-30 $1.2M 14k 92.64
2021-06-30 $1.1M 13k 90.46
2021-03-31 $1.4M 16k 84.50
2020-12-31 $1.1M 15k 72.84
2020-09-30 $714k 12k 58.53
2020-06-30 $849k 15k 57.23
2020-03-31 $804k 16k 50.69
2019-12-31 $1.5M 19k 76.30
2019-09-30 $1.0M 15k 70.02
2019-06-30 $914k 13k 69.03
2019-03-31 $830k 13k 64.53
2018-12-31 $829k 14k 58.80
2018-09-30 $2.3M 33k 69.38
2018-06-30 $2.3M 33k 67.46
2018-03-31 $2.2M 31k 69.49
2017-12-31 $921k 13k 70.49
2017-09-30 $770k 12k 65.38
2017-06-30 $754k 12k 62.53
2017-03-31 $818k 14k 60.46
2016-12-31 $700k 12k 59.31
2016-09-30 $525k 11k 49.37
2016-06-30 $261k 5.5k 47.07

More positions owned by United Capital Financial Advisers

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Repligen Corporation (RGEN)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds Value Etf (VTV)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Growth Etf (VUG)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Core Univrsl Usd (IUSB)

View all positions for United Capital Financial Advisers

Top funds holding Vanguard Financials ETF

Bank of America Corporation
Morgan Stanley
Wells Fargo & Company
UBS Group
Green Harvest Asset Management
Raymond James Financial
FMR
Ameriprise Financial
LPL Financial
Two Sigma Investments
Royal Bank of Canada
Beacon Capital Management
Stifel Financial
Envestnet Asset Management
Cetera Investment Advisers

View all funds holding Vanguard Financials ETF