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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Quarterly reported holdings in Vanguard Value ETF by United Capital Financial Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |
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