Position history for UNITED CAPITAL FINANCIAL ADVISORS, LLC's holdings in VANGUARD INDEX FDS
UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 1.6M shares of VOO (VANGUARD INDEX FDS), worth $961.8M as of 2026-Q1. The position was increased (+0.8% shares). VOO represents 5.9% of UNITED CAPITAL FINANCIAL ADVISORS, LLC's portfolio.
Current Value
$961.8M
Current Shares
1.6M
Total Value Change
+$70.7M
Total Shares Change
-173,073
Other major holders of VOO: Steward Partners Investment Advisory, LLC, Kestra Advisory Services, LLC, BNP PARIBAS FINANCIAL MARKETS
Increased |
| 1.6M |
+0.8% |
| $961.8M |
| 5.9% |
| $625.72 |
62 |
| 2025-Q4 | Increased | 1.6M | +3.0% | $1B | 6.0% | $631.72 | 64 |
| 2025-Q3 | Decreased | 1.6M | -1.6% | $949.3M | 6.8% | $608.41 | 0 |
| 2025-Q2 | Decreased | 1.6M | -4.3% | $894.9M | 7.2% | $562.00 | 0 |
| 2025-Q1 | Decreased | 1.6M | -0.7% | $845.7M | 7.2% | $506.34 | 0 |
| 2024-Q4 | Decreased | 1.7M | -3.4% | $892.6M | 7.5% | $534.42 | 0 |
| 2024-Q3 | Decreased | 1.7M | -3.8% | $904.8M | 7.5% | $517.34 | 0 |
| 2024-Q2 | Decreased | 1.8M | -5.1% | $891.1M | 7.7% | $490.95 | 0 |