Position history for UNITED CAPITAL FINANCIAL ADVISORS, LLC's holdings in VANGUARD INDEX FDS
UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 1.5M shares of VTV (VANGUARD INDEX FDS), worth $277.2M as of 2025-Q4. The position was increased (++2.3% shares). VTV represents 1.7% of UNITED CAPITAL FINANCIAL ADVISORS, LLC's portfolio.
Current Value
$277.2M
Current Shares
1.5M
Total Value Change
+$63.8M
Total Shares Change
+121,298
Other major holders of VTV: Kestra Advisory Services, LLC, BANK OF AMERICA CORP /DE/, Steward Partners Investment Advisory, LLC
Increased |
| 1.5M |
+2.3% |
| $277.2M |
| 1.7% |
| $192.37 |
50 |
| 2025-Q3 | Increased | 1.4M | +2.2% | $264.6M | 1.9% | $184.80 | 50 |
| 2025-Q2 | Decreased | 1.4M | -0.4% | $245.3M | 2.0% | $173.92 | 0 |
| 2025-Q1 | Increased | 1.4M | +2.5% | $240.7M | 2.1% | $168.17 | 54 |
| 2024-Q4 | Increased | 1.4M | +0.1% | $230.3M | 1.9% | $165.34 | 48 |
| 2024-Q3 | Increased | 1.4M | +2.2% | $237.2M | 2.0% | $169.26 | 49 |
| 2024-Q2 | Decreased | 1.3M | -1.9% | $213.4M | 1.8% | $155.27 | 0 |