Question 1

Does United Capital Financial Advisors own VBR stock?

Accepted Answer

Yes. As of its Q2 2026 13F, United Capital Financial Advisors holds 258,163 shares of VBR, worth $62.7M.

Question 2

How many shares of VBR does United Capital Financial Advisors own?

Accepted Answer

As of its Q2 2026 13F, United Capital Financial Advisors holds 258,163 shares of VBR.

Question 3

What is United Capital Financial Advisors' VBR position worth?

Accepted Answer

As of its Q2 2026 13F, United Capital Financial Advisors' VBR position is worth $62.7M.

Question 4

Is United Capital Financial Advisors buying or selling VBR?

Accepted Answer

In Q2 2026, United Capital Financial Advisors reduced its VBR position by 13,178 shares (-4.9%).

Question 5

When did United Capital Financial Advisors first buy VBR?

Accepted Answer

United Capital Financial Advisors already held VBR in its Q1 2019 13F, the earliest on record, and has listed it in 30 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	258,163	-4.9%	$62.7M	0.3%	$241.93	0
2026-Q1	Decreased	271,341	-12.0%	$58.9M	0.4%	$215.33	0
2025-Q4	Decreased	308,452	-11.8%	$65.3M	0.4%	$208.72	0
2025-Q3	Decreased	349,701	-6.2%	$73M	0.5%	$204.67	0
2025-Q2	Decreased	372,856	-7.4%	$72.7M	0.6%	$190.39	0
2025-Q1	Decreased	402,781	-4.4%	$75M	0.6%	$181.03	0
2024-Q4	Decreased	421,473	-2.4%	$83.5M	0.7%	$191.33	0
2024-Q3	Increased	431,820	+0.6%	$86.7M	0.7%	$192.79	42
2024-Q2	Decreased	429,435	-2.4%	$78.4M	0.7%	$174.49	0
2024-Q1	Decreased	439,969	-4.6%	$84.4M	0.7%	$182.41	0
2023-Q4	Decreased	460,968	-41.8%	$83M	0.7%	$170.23	0
2023-Q3	Decreased	791,995	-18.0%	$126.3M	0.8%	$149.88	0
2023-Q2	Increased	966,072	+1.0%	$159.8M	0.9%	$154.60	43
2023-Q1	Decreased	956,888	-2.9%	$151.9M	0.8%	$147.58	0
2022-Q4	Increased	985,686	+0.8%	$156.5M	0.9%	$146.75	43
2022-Q3	Increased	978,298	+2.4%	$140.3M	0.8%	$131.59	44
2022-Q2	Increased	955,346	+4.0%	$143.1M	0.8%	$136.78	44
2022-Q1	Increased	918,554	+1.2%	$161.6M	0.8%	$159.86	43
2021-Q4	Increased	907,497	+3.7%	$162.3M	0.7%	$161.93	44
2021-Q3	Increased	875,003	+2.8%	$148.1M	0.7%	$152.23	44
2021-Q2	Increased	851,525	+0.1%	$147.9M	0.7%	$155.59	43
2021-Q1	Increased	850,911	+1.2%	$140.9M	0.8%	$147.82	43
2020-Q4	Decreased	840,616	-2.7%	$119.5M	0.7%	$126.43	0
2020-Q3	Increased	863,712	+14.4%	$95.6M	0.6%	$97.75	48
2020-Q2	Increased	754,664	+0.3%	$80.7M	0.6%	$93.93	42
2020-Q1	Increased	752,794	+35.4%	$65M	0.5%	$77.64	54
2019-Q4	Increased	555,941	+2.3%	$76.2M	0.5%	$119.39	36
2019-Q3	Increased	543,301	+6.8%	$70M	0.5%	$111.40	38
2019-Q2	Increased	508,624	+3.4%	$66.4M	0.4%	$112.45	37
2019-Q1	First report	491,818	-	$63.3M	0.4%	$110.25	0