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Position history for UNITED CAPITAL FINANCIAL ADVISORS, LLCUNITED CAPITAL FINANCIAL ADVISORS, LLC's holdings in VANGUARD INDEX FDS

Yes. United Capital Financial Advisors holds 3,261,088 shares of VUG, worth $281.4M, as of its Q2 2026 13F filing. It increased the position from 554,536 shares in Q1 2026. United Capital Financial Advisors has held VUG in every 13F on record since Q1 2019, 30 quarterly filings. VUG is 1.6% of United Capital Financial Advisors' reported 13F portfolio.

Current Value

$281.4M

Current Shares

3.3M

Total Value Change

+$77.6M

Total Shares Change

+2.7M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
3.3M
+488.1%
$281.4M1.6%$86.05
78
2026-Q1
Increased
554,536
+2.3%
$242.2M1.5%$72.72
49
2025-Q4
Increased
542,351
+1.7%
$264.6M1.6%$81.13
49
2025-Q3
Increased
533,498
+0.4%
$255.9M1.8%$79.68
49
2025-Q2
Increased
531,327
+0.2%
$232.9M1.9%$72.75
48
2025-Q1
Increased
530,323
+1.6%
$196.7M1.7%$61.47
49
2024-Q4
Decreased
522,062
-1.7%
$214.3M1.8%$67.95
0
2024-Q3
Decreased
530,975
-0.2%
$203.9M1.7%$63.48
0

Other major holders of VUG: BANK OF AMERICA CORP /DE/

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