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VUG
Showing 8 of 29 quarters

Position history for UNITED CAPITAL FINANCIAL ADVISORS, LLC's holdings in Vanguard Index Funds GROWTH ETF

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 554,536 shares of VUG (Vanguard Index Funds GROWTH ETF), worth $242.2M as of 2026-Q1. The position was increased (+2.3% shares). VUG represents 1.5% of UNITED CAPITAL FINANCIAL ADVISORS, LLC's portfolio.

Current Value

$242.2M

Current Shares

554,536

Total Value Change

+$43.3M

Total Shares Change

+22,644

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
554,536
+2.3%
$242.2M1.5%$459.35
49
2025-Q4
Increased
542,351
+1.7%
$264.6M1.6%$491.69
49
2025-Q3
Increased
533,498
+0.4%
$255.9M1.8%$477.56
49
2025-Q2
Increased
531,327
+0.2%
$232.9M1.9%$434.99
48
2025-Q1
Increased
530,323
+1.6%
$196.7M1.7%$369.23
49
2024-Q4
Decreased
522,062
-1.7%
$214.3M1.8%$412.31
0
2024-Q3
Decreased
530,975
-0.2%
$203.9M1.7%$380.10
0
2024-Q2
Decreased
531,892
-4.8%
$198.9M1.7%$371.40
0

Other major holders of VUG: BANK OF AMERICA CORP /DE/, JONES FINANCIAL COMPANIES LLLP

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