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Vanguard Scottsdale Fds cmn shares owned by United Capital Financial Advisers

Quarter-by-quarter ownership of Vanguard Scottsdale Fds cmn (VTHR) shares owned by United Capital Financial Advisers from 13F filings

Historical chart of United Capital Financial Advisers investment in Vanguard Scottsdale Fds cmn

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Scottsdale Fds cmn 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 Scottsdale Fds cmn by United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2023-12-31 $289k 1.4k 212.83
2023-09-30 $467k 2.5k 190.73
2023-06-30 $594k 3.0k 197.45
2023-03-31 $564k 3.1k 183.30
2022-12-31 $1.6M 9.2k 171.75
2022-09-30 $1.5M 9.2k 161.10
2022-06-30 $1.5M 9.2k 168.96
2022-03-31 $2.0M 9.6k 203.92
2021-12-31 $2.2M 10k 215.68
2021-09-30 $2.1M 11k 198.09
2021-06-30 $2.1M 11k 199.14
2021-03-31 $2.2M 12k 184.82
2020-12-31 $2.0M 12k 174.09
2020-09-30 $1.8M 12k 152.20
2020-06-30 $1.6M 12k 139.88
2020-03-31 $2.0M 17k 115.14
2019-12-31 $2.8M 20k 146.40
2019-09-30 $2.9M 22k 135.20
2019-06-30 $3.2M 24k 133.94
2019-03-31 $3.2M 25k 129.41
2018-12-31 $2.4M 21k 113.92
2018-09-30 $2.8M 21k 133.67
2018-06-30 $2.7M 21k 125.77
2018-03-31 $2.9M 24k 121.58
2017-12-31 $3.1M 25k 122.82
2017-09-30 $3.2M 27k 115.74
2017-06-30 $3.9M 35k 111.40
2017-03-31 $4.0M 37k 108.64
2016-12-31 $3.9M 38k 103.25
2016-09-30 $3.8M 38k 99.40
2016-06-30 $3.7M 39k 94.99
2016-03-31 $4.5M 48k 93.91

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 Corp Common Stock (MSFT)
Vanguard Value Etf Exchange Traded Fund (VTV)
Ishares Core Total Usd Bond Ma Exchange Traded Fund (IUSB)
Vanguard Intermediate-term Bon Exchange Traded Fund (BIV)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Ishares U.s. Treasury Bond Etf Exchange Traded Fund (GOVT)
Ishares Currency Hedged Msci E Exchange Traded Fund (HEFA)
Ishares Mbs Etf Exchange Traded Fund (MBB)
Ishares Core Msci Emerging Mar Exchange Traded Fund (IEMG)
Spdr Nuveen Bloomberg Short Te Exchange Traded Fund (SHM)

View all positions for United Capital Financial Advisers

Top funds holding Vanguard Scottsdale Fds cmn

HighTower Advisors
HPM Partners
Diversified Trust Company
Bank of America Corporation
Bp Wealth Management
Private Advisor
Natixis Asset Management Advisors
Raymond James & Associates
Diversified Portfolios
Royal Bank of Canada
Commerce Bank N A
UBS Group
Brown Advisory Holdings Incorporated
Family Firm
Pitcairn Company

View all funds holding Vanguard Scottsdale Fds cmn