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

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 3.3M shares of VUG (VANGUARD INDEX FDS), worth $281.4M as of 2026-Q2. The position was increased (+488.1% shares). VUG represents 1.6% of UNITED CAPITAL FINANCIAL ADVISORS, LLC's 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%$86.14
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: Steward Partners Investment Advisory, LLC, BANK OF AMERICA CORP /DE/

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