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Vanguard Growth ETF shares owned by United Capital Financial Advisers

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

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

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

Quarter filed Position value Share count Share price at filing
2023-12-31 $187M 600k 310.88
2023-09-30 $266M 976k 272.31
2023-06-30 $419M 1.5M 282.96
2023-03-31 $388M 1.6M 249.44
2022-12-31 $322M 1.5M 213.11
2022-09-30 $334M 1.6M 213.95
2022-06-30 $345M 1.5M 222.89
2022-03-31 $449M 1.6M 287.60
2021-12-31 $517M 1.6M 320.90
2021-09-30 $494M 1.7M 290.17
2021-06-30 $501M 1.7M 286.81
2021-03-31 $463M 1.8M 257.04
2020-12-31 $449M 1.8M 253.34
2020-09-30 $425M 1.9M 227.61
2020-06-30 $395M 2.0M 202.09
2020-03-31 $317M 2.1M 151.14
2019-12-31 $385M 2.1M 182.17
2019-09-30 $355M 2.1M 166.28
2019-06-30 $355M 2.2M 163.39
2019-03-31 $336M 2.2M 156.42
2018-12-31 $284M 2.1M 134.33
2018-09-30 $342M 2.1M 161.04
2018-06-30 $314M 2.1M 149.81
2018-03-31 $291M 2.0M 141.88
2017-12-31 $278M 2.0M 141.30
2017-09-30 $255M 1.9M 132.75
2017-06-30 $240M 1.9M 127.04
2017-03-31 $217M 1.8M 121.66
2016-12-31 $191M 1.7M 111.48
2016-09-30 $183M 1.6M 112.29
2016-06-30 $158M 1.5M 107.00
2016-03-31 $143M 1.3M 106.45
2015-12-31 $120M 1.1M 106.39
2015-09-30 $103M 1.0M 100.29
2015-06-30 $98M 919k 107.05
2015-03-31 $79M 732k 107.55
2014-12-31 $64M 614k 104.39
2014-09-30 $28M 280k 99.67
2014-06-30 $17M 169k 98.90
2014-03-31 $6.4M 68k 93.49
2013-12-31 $1.7M 18k 93.05
2013-09-30 $987k 12k 84.60
2013-06-30 $539k 6.9k 78.16
2013-03-31 $588k 7.6k 77.57
2012-12-31 $498k 7.0k 71.19
2012-09-30 $1.1M 16k 72.40
2012-06-30 $806k 12k 67.99
2011-12-31 $723k 12k 61.74
2011-09-30 $608k 11k 55.90
2011-03-31 $831k 13k 64.29
2010-12-31 $794k 13k 61.43

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 Growth ETF

Bank of America Corporation
UBS Group
Tiaa Trust, National Association
Wells Fargo & Company
EP Wealth Advisors
Adviser Investments
Pnc Financial Services
Goldman Sachs Group
D.A. Davidson & Co.
Royal Bank of Canada
Bank of New York Mellon
Commonwealth Equity Services
Jpmorgan Chase & Co
Mariner Wealth Advisors
Raymond James Financial Services Advisors

View all funds holding Vanguard Growth ETF