United Capital Financial Advisers »

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

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

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

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Mid-Cap ETF held by United Capital Financial Advisers consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Mid-Cap ETF by United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2024-12-31 $6.0M 23k 264.14
2024-09-30 $6.0M 23k 263.83
2024-06-30 $5.5M 23k 242.09
2024-03-31 $5.7M 23k 249.86
2023-12-31 $5.5M 24k 232.64
2023-09-30 $6.7M 32k 208.24
2023-06-30 $9.5M 43k 220.16
2023-03-31 $9.4M 45k 210.92
2022-12-31 $9.6M 47k 203.81
2022-09-30 $10M 55k 187.98
2022-06-30 $11M 57k 196.97
2022-03-31 $14M 60k 237.85
2021-12-31 $15M 57k 254.77
2021-09-30 $13M 56k 236.77
2021-06-30 $14M 59k 237.34
2021-03-31 $13M 59k 221.33
2020-12-31 $12M 60k 206.77
2020-09-30 $11M 61k 176.26
2020-06-30 $10M 62k 163.91
2020-03-31 $8.5M 65k 131.65
2019-12-31 $11M 62k 178.18
2019-09-30 $10M 62k 167.60
2019-06-30 $11M 63k 167.16
2019-03-31 $10M 64k 160.74
2018-12-31 $7.5M 54k 138.17
2018-09-30 $9.0M 55k 164.20
2018-06-30 $9.1M 58k 157.64
2018-03-31 $9.1M 59k 154.21
2017-12-31 $7.8M 50k 154.78
2017-09-30 $7.7M 52k 147.00
2017-06-30 $7.9M 55k 142.53
2017-03-31 $7.7M 55k 139.24
2016-12-31 $8.3M 63k 131.63
2016-09-30 $8.3M 64k 129.44
2016-06-30 $7.6M 61k 124.00
2016-03-31 $7.9M 65k 121.22
2015-12-31 $8.6M 71k 120.11
2015-09-30 $11M 90k 116.67
2015-06-30 $13M 100k 127.43
2015-03-31 $11M 84k 128.19
2014-12-31 $4.7M 38k 123.55
2014-09-30 $4.8M 41k 117.30
2014-06-30 $5.2M 43k 118.66
2014-03-31 $5.0M 44k 113.58
2013-12-31 $4.5M 41k 110.02
2013-09-30 $8.5M 83k 102.48
2013-06-30 $383k 4.0k 95.06
2013-03-31 $368k 4.0k 92.84
2012-12-31 $479k 5.8k 82.40
2012-09-30 $495k 6.1k 81.15
2012-06-30 $342k 4.4k 77.13
2011-12-31 $365k 5.1k 71.88
2011-09-30 $285k 4.4k 65.16
2011-03-31 $329k 4.1k 80.64
2010-12-31 $351k 4.7k 74.35

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 Mid-Cap ETF

Wells Fargo & Company
Jones Financial Companies, L.L
Bank of America Corporation
Creative Planning
Morgan Stanley
Raymond James Financial
Northwestern Mutual Wealth Management Company
UBS Group
Raymond James & Associates
Ameriprise Financial
LPL Financial
Envestnet Asset Management
Pnc Financial Services
Jpmorgan Chase & Co
Raymond James Financial Services Advisors

View all funds holding Vanguard Mid-Cap ETF