Position history for UNITED CAPITAL FINANCIAL ADVISORS, LLC's holdings in VANGUARD INDEX FDS
UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 542,351 shares of VUG (VANGUARD INDEX FDS), worth $264.6M as of 2025-Q4. The position was increased (++1.7% shares). VUG represents 1.6% of UNITED CAPITAL FINANCIAL ADVISORS, LLC's portfolio.
Current Value
$264.6M
Current Shares
542,351
Total Value Change
+$65.7M
Total Shares Change
+10,459
Other major holders of VUG: Kestra Advisory Services, LLC, Steward Partners Investment Advisory, LLC, BANK OF AMERICA CORP /DE/
Increased |
| 542,351 |
+1.7% |
| $264.6M |
| 1.6% |
| $491.69 |
49 |
| 2025-Q3 | Increased | 533,498 | +0.4% | $255.9M | 1.8% | $477.56 | 49 |
| 2025-Q2 | Increased | 531,327 | +0.2% | $232.9M | 1.9% | $434.99 | 48 |
| 2025-Q1 | Increased | 530,323 | +1.6% | $196.7M | 1.7% | $369.23 | 49 |
| 2024-Q4 | Decreased | 522,062 | -1.7% | $214.3M | 1.8% | $412.31 | 0 |
| 2024-Q3 | Decreased | 530,975 | -0.2% | $203.9M | 1.7% | $380.10 | 0 |
| 2024-Q2 | Decreased | 531,892 | -4.8% | $198.9M | 1.7% | $371.40 | 0 |