Position history for UNITED CAPITAL FINANCIAL ADVISORS, LLC's holdings in VANGUARD INDEX FDS
UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 308,452 shares of VBR (VANGUARD INDEX FDS), worth $65.3M as of 2025-Q4. The position was decreased (-11.8% shares). VBR represents 0.4% of UNITED CAPITAL FINANCIAL ADVISORS, LLC's portfolio.
Current Value
$65.3M
Current Shares
308,452
Total Value Change
-$13.1M
Total Shares Change
-120,983
Other major holders of VBR: Kestra Advisory Services, LLC, Steward Partners Investment Advisory, LLC, BANK OF AMERICA CORP /DE/
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 |