Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

United Capital Financial Advisers »

Vanguard Instl Index shares owned by United Capital Financial Advisers

Quarter-by-quarter ownership of Vanguard Instl Index (VGUS) shares owned by United Capital Financial Advisers from 13F filings

Historical chart of United Capital Financial Advisers investment in Vanguard Instl Index

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Instl Index held by United Capital Financial Advisers consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download consolidated filings csv

Download as Excel

Download consolidated filings xlsx

Quarterly reported holdings in Vanguard Instl Index by United Capital Financial Advisers

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$787k	10k	75.66
2025-06-30	$786k	10k	75.53

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)

Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)

Apple Common Stock (AAPL)

Repligen Corp Common Stock (RGEN)

Microsoft Corp Common Stock (MSFT)

Nvidia Corp Common Stock (NVDA)

Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)

Vanguard Interm-term Bond Etf Exchange Traded Fund (BIV)

Vanguard Value Etf Exchange Traded Fund (VTV)

Vanguard Growth Etf Exchange Traded Fund (VUG)

Ishares Core Msci Emerging Markets Etf Exchange Traded Fund (IEMG)

Alphabet Inc Class A Common Stock (GOOGL)

Ishares Core Universal Usd Bond Etf Exchange Traded Fund (IUSB)

Ishares Us Treasury Bond Etf Exchange Traded Fund (GOVT)

View all positions for United Capital Financial Advisers

Top funds holding Vanguard Instl Index

Pathway Financial Advisors

Coston, McIsaac & Partners

Farther Finance Advisors

Crown Wealth Group

Strategic Investment Solutions

Steward Partners Investment Advisory

Boston Family Office

Commonwealth Equity Services

Capital Investment Services of America

Keystone Wealth Services

Burling Wealth Partners

View all funds holding Vanguard Instl Index

© 2025 stockzoa - Track 13F-HR Filings for Hedge Funds and Value Investors.

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z