Vanguard FTSE All Wld Ex USSml Cap shares owned by United Capital Financial Advisers
Quarter-by-quarter ownership of Vanguard FTSE All Wld Ex USSml Cap (VSS) shares owned by United Capital Financial Advisers
from 13F filings
Historical chart of United Capital Financial Advisers investment in Vanguard FTSE All Wld Ex USSml Cap
Tip: Access up to 7 years of quarterly data
All positions including Vanguard FTSE All Wld Ex USSml Cap held by United Capital Financial Advisers consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Vanguard FTSE All Wld Ex USSml Cap by United Capital Financial Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.6M | 14k | 115.03 |
| 2023-09-30 | $4.8M | 45k | 106.20 |
| 2023-06-30 | $6.7M | 61k | 110.48 |
| 2023-03-31 | $8.3M | 76k | 109.24 |
| 2022-12-31 | $11M | 102k | 102.81 |
| 2022-09-30 | $12M | 125k | 92.81 |
| 2022-06-30 | $14M | 133k | 103.21 |
| 2022-03-31 | $16M | 133k | 123.89 |
| 2021-12-31 | $19M | 139k | 133.96 |
| 2021-09-30 | $19M | 138k | 133.69 |
| 2021-06-30 | $19M | 141k | 136.45 |
| 2021-03-31 | $18M | 140k | 128.37 |
| 2020-12-31 | $17M | 139k | 121.84 |
| 2020-09-30 | $14M | 133k | 105.29 |
| 2020-06-30 | $13M | 136k | 96.62 |
| 2020-03-31 | $11M | 146k | 78.25 |
| 2019-12-31 | $26M | 231k | 111.10 |
| 2019-09-30 | $21M | 205k | 101.95 |
| 2019-06-30 | $18M | 174k | 105.26 |
| 2019-03-31 | $18M | 175k | 104.13 |
| 2018-12-31 | $16M | 174k | 94.68 |
| 2018-09-30 | $19M | 173k | 112.16 |
| 2018-06-30 | $20M | 173k | 115.41 |
| 2018-03-31 | $21M | 175k | 119.24 |
| 2017-12-31 | $22M | 182k | 119.23 |
| 2017-09-30 | $21M | 183k | 114.93 |
| 2017-06-30 | $20M | 186k | 108.12 |
| 2017-03-31 | $19M | 188k | 102.65 |
| 2016-12-31 | $18M | 189k | 94.03 |
| 2016-09-30 | $19M | 192k | 99.53 |
| 2016-06-30 | $17M | 186k | 93.00 |
| 2016-03-31 | $18M | 187k | 93.38 |
| 2015-12-31 | $17M | 184k | 92.87 |
| 2015-09-30 | $10M | 115k | 90.70 |
| 2015-06-30 | $11M | 107k | 101.92 |
| 2015-03-31 | $11M | 100k | 104.80 |
| 2014-12-31 | $10M | 106k | 95.31 |
| 2014-09-30 | $5.8M | 57k | 102.13 |
| 2014-06-30 | $1.5M | 14k | 111.18 |
| 2014-03-31 | $1.0M | 9.5k | 106.81 |
| 2013-06-30 | $278k | 3.1k | 89.30 |
More positions owned by United Capital Financial Advisers
View all positions for United Capital Financial Advisers
Top funds holding Vanguard FTSE All Wld Ex USSml Cap
View all funds holding Vanguard FTSE All Wld Ex USSml Cap