Back to UNITED CAPITAL FINANCIAL ADVISORS, LLC UNITED CAPITAL FINANCIAL ADVISORS, LLC

VBILVBIL
6 quarters

Position history for UNITED CAPITAL FINANCIAL ADVISORS, LLCUNITED CAPITAL FINANCIAL ADVISORS, LLC's holdings in VANGUARD INSTL INDEX FD

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 162,810 shares of VBIL (VANGUARD INSTL INDEX FD), worth $12.3M as of 2026-Q2. The position was increased (+25.2% shares). VBIL represents 0.1% of UNITED CAPITAL FINANCIAL ADVISORS, LLC's portfolio.

Current Value

$12.3M

Current Shares

162,810

Total Value Change

+$10.2M

Total Shares Change

+134,646

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
162,810
+25.2%
$12.3M0.1%$74.81
34
2026-Q1
Increased
129,998
+39.5%
$9.8M0.1%$74.57
37
2025-Q4
Increased
93,171
+33.2%
$7M0.0%$73.94
35
2025-Q3
Increased
69,968
+21.7%
$5.3M0.0%$73.20
32
2025-Q2
Increased
57,476
+104.1%
$4.3M0.0%$72.42
43
2025-Q1
New
28,164
-
$2.1M0.0%$71.68
36

Other major holders of VBIL: MORGAN STANLEY, BANK OF AMERICA CORP /DE/, SCS Capital Management LLC

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