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Vanguard Value ETF shares owned by United Capital Financial Advisers

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

Historical chart of United Capital Financial Advisers investment in Vanguard Value ETF

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All positions including Vanguard Value ETF 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 Value ETF by United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2024-12-31 $230M 1.4M 169.30
2024-09-30 $237M 1.4M 174.57
2024-06-30 $213M 1.3M 160.41
2024-03-31 $221M 1.4M 162.86
2023-12-31 $213M 1.4M 149.50
2023-09-30 $308M 2.2M 137.93
2023-06-30 $439M 3.1M 142.10
2023-03-31 $429M 3.1M 138.11
2022-12-31 $452M 3.2M 140.37
2022-09-30 $417M 3.4M 123.48
2022-06-30 $458M 3.5M 131.88
2022-03-31 $530M 3.6M 147.78
2021-12-31 $550M 3.7M 147.11
2021-09-30 $508M 3.8M 135.37
2021-06-30 $517M 3.8M 137.46
2021-03-31 $496M 3.8M 131.46
2020-12-31 $433M 3.6M 118.96
2020-09-30 $372M 3.6M 104.51
2020-06-30 $335M 3.4M 99.59
2020-03-31 $284M 3.3M 85.82
2019-12-31 $372M 3.1M 119.85
2019-09-30 $348M 3.1M 111.62
2019-06-30 $343M 3.1M 110.92
2019-03-31 $324M 3.0M 107.63
2018-12-31 $290M 3.0M 97.95
2018-09-30 $331M 3.0M 110.68
2018-06-30 $303M 2.9M 103.83
2018-03-31 $290M 2.8M 103.18
2017-12-31 $279M 2.6M 106.67
2017-09-30 $254M 2.5M 99.82
2017-06-30 $238M 2.5M 96.56
2017-03-31 $219M 2.3M 95.37
2016-12-31 $205M 2.2M 93.01
2016-09-30 $185M 2.1M 87.00
2016-06-30 $165M 1.9M 85.00
2016-03-31 $147M 1.8M 82.39
2015-12-31 $118M 1.5M 81.52
2015-09-30 $97M 1.3M 76.75
2015-06-30 $90M 1.1M 83.36
2015-03-31 $79M 931k 84.77
2014-12-31 $64M 761k 84.49
2014-09-30 $27M 333k 81.20
2014-06-30 $16M 196k 80.95
2014-03-31 $5.9M 75k 78.11
2013-09-30 $563k 8.1k 69.78
2013-06-30 $526k 7.8k 67.64
2013-03-31 $513k 7.8k 65.47
2012-12-31 $375k 6.4k 58.80
2012-09-30 $403k 6.9k 58.69
2012-06-30 $226k 4.0k 56.04

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 Value ETF

Bank of America Corporation
Jones Financial Companies, L.L
Morgan Stanley
Envestnet Asset Management
UBS Group
Ameriprise Financial
LPL Financial
Raymond James Financial
Wells Fargo & Company
Tiaa Trust, National Association
Captrust Financial Advisors
Betterment
Mill Creek Capital Advisors
Royal Bank of Canada
D.A. Davidson & Co.

View all funds holding Vanguard Value ETF