Vanguard S&p 500 Etf idx shares owned by United Capital Financial Advisers
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by United Capital Financial Advisers
from 13F filings
Historical chart of United Capital Financial Advisers investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by United Capital Financial Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $949M | 1.6M | 612.38 |
| 2025-06-30 | $895M | 1.6M | 567.77 |
| 2025-03-31 | $846M | 1.6M | 513.91 |
| 2024-12-31 | $893M | 1.7M | 538.81 |
| 2024-09-30 | $905M | 1.7M | 527.67 |
| 2024-06-30 | $891M | 1.8M | 500.13 |
| 2024-03-31 | $903M | 1.9M | 480.70 |
| 2023-12-31 | $883M | 2.0M | 436.80 |
| 2023-09-30 | $1.6B | 4.0M | 392.70 |
| 2023-06-30 | $1.8B | 4.5M | 407.28 |
| 2023-03-31 | $1.6B | 4.4M | 376.07 |
| 2022-12-31 | $1.4B | 4.1M | 351.34 |
| 2022-09-30 | $1.2B | 3.7M | 328.30 |
| 2022-06-30 | $1.1B | 3.3M | 346.88 |
| 2022-03-31 | $1.2B | 3.0M | 415.17 |
| 2021-12-31 | $1.2B | 2.6M | 436.57 |
| 2021-09-30 | $909M | 2.3M | 394.40 |
| 2021-06-30 | $775M | 2.0M | 393.52 |
| 2021-03-31 | $564M | 1.5M | 364.30 |
| 2020-12-31 | $397M | 1.2M | 343.69 |
| 2020-09-30 | $259M | 840k | 307.65 |
| 2020-06-30 | $15M | 54k | 283.43 |
| 2020-03-31 | $10M | 46k | 226.62 |
| 2019-12-31 | $12M | 40k | 295.80 |
| 2019-09-30 | $11M | 42k | 272.61 |
| 2019-06-30 | $13M | 46k | 269.14 |
| 2019-03-31 | $12M | 45k | 259.54 |
| 2018-12-31 | $11M | 46k | 229.82 |
| 2018-09-30 | $13M | 47k | 267.05 |
| 2018-06-30 | $12M | 47k | 249.52 |
| 2018-03-31 | $11M | 47k | 242.09 |
| 2017-12-31 | $13M | 53k | 246.15 |
| 2017-09-30 | $12M | 50k | 230.76 |
| 2017-06-30 | $11M | 50k | 222.05 |
| 2017-03-31 | $11M | 49k | 216.35 |
| 2016-12-31 | $11M | 51k | 205.30 |
| 2016-09-30 | $8.1M | 41k | 198.68 |
| 2016-06-30 | $5.5M | 29k | 192.01 |
| 2016-03-31 | $5.2M | 28k | 188.55 |
| 2015-12-31 | $4.9M | 26k | 186.92 |
| 2015-09-30 | $5.2M | 29k | 175.69 |
| 2015-06-30 | $4.3M | 23k | 188.84 |
| 2015-03-31 | $4.3M | 23k | 191.12 |
| 2014-12-31 | $3.9M | 21k | 188.39 |
| 2014-09-30 | $8.8M | 49k | 180.58 |
| 2014-06-30 | $9.7M | 54k | 179.43 |
| 2014-03-31 | $9.1M | 53k | 171.34 |
| 2013-12-31 | $1.5M | 8.9k | 169.15 |
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