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
Other major holders of VBR: Kestra Advisory Services, LLC, Steward Partners Investment Advisory, LLC, BANK OF AMERICA CORP /DE/
Decreased |
| 271,341 |
-12.0% |
| $58.9M |
| 0.4% |
| $227.25 |
0 |
| 2025-Q4 | Decreased | 308,452 | -11.8% | $65.3M | 0.4% | $213.93 | 0 |
| 2025-Q3 | Decreased | 349,701 | -6.2% | $73M | 0.5% | $206.99 | 0 |
| 2025-Q2 | Decreased | 372,856 | -7.4% | $72.7M | 0.6% | $193.04 | 0 |
| 2025-Q1 | Decreased | 402,781 | -4.4% | $75M | 0.6% | $183.00 | 0 |
| 2024-Q4 | Decreased | 421,473 | -2.4% | $83.5M | 0.7% | $193.61 | 0 |
| 2024-Q3 | Increased | 431,820 | +0.6% | $86.7M | 0.7% | $195.32 | 42 |
| 2024-Q2 | Decreased | 429,435 | -2.4% | $78.4M | 0.7% | $177.05 | 0 |