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VBR
Showing 8 of 29 quarters

Position history for UNITED CAPITAL FINANCIAL ADVISORS, LLC's holdings in VANGUARD INDEX FDS

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 271,341 shares of VBR (VANGUARD INDEX FDS), worth $58.9M as of 2026-Q1. The position was decreased (-12.0% shares). VBR represents 0.4% of UNITED CAPITAL FINANCIAL ADVISORS, LLC's portfolio.

Current Value

$58.9M

Current Shares

271,341

Total Value Change

-$19.5M

Total Shares Change

-158,094

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
271,341
-12.0%
$58.9M0.4%$227.25
0
2025-Q4
Decreased
308,452
-11.8%
$65.3M0.4%$213.93
0
2025-Q3
Decreased
349,701
-6.2%
$73M0.5%$206.99
0
2025-Q2
Decreased
372,856
-7.4%
$72.7M0.6%$193.04
0
2025-Q1
Decreased
402,781
-4.4%
$75M0.6%$183.00
0
2024-Q4
Decreased
421,473
-2.4%
$83.5M0.7%$193.61
0
2024-Q3
Increased
431,820
+0.6%
$86.7M0.7%$195.32
42
2024-Q2
Decreased
429,435
-2.4%
$78.4M0.7%$177.05
0

Other major holders of VBR: BANK OF AMERICA CORP /DE/

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