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Vanguard S&p 500 Etf idx shares owned by United Capital Financial Advisers

Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by United Capital Financial Advisers from 13F filings

Historical chart of United Capital Financial Advisers investment in Vanguard S&p 500 Etf idx

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All positions including Vanguard S&p 500 Etf idx held by United Capital Financial Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard S&p 500 Etf idx by United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2023-12-31 $883M 2.0M 436.80
2023-09-30 $1.6B 4.0M 392.70
2023-06-30 $1.8B 4.5M 407.28
2023-03-31 $1.6B 4.4M 376.07
2022-12-31 $1.4B 4.1M 351.34
2022-09-30 $1.2B 3.7M 328.30
2022-06-30 $1.1B 3.3M 346.88
2022-03-31 $1.2B 3.0M 415.17
2021-12-31 $1.2B 2.6M 436.57
2021-09-30 $909M 2.3M 394.40
2021-06-30 $775M 2.0M 393.52
2021-03-31 $564M 1.5M 364.30
2020-12-31 $397M 1.2M 343.69
2020-09-30 $259M 840k 307.65
2020-06-30 $15M 54k 283.43
2020-03-31 $10M 46k 226.62
2019-12-31 $12M 40k 295.80
2019-09-30 $11M 42k 272.61
2019-06-30 $13M 46k 269.14
2019-03-31 $12M 45k 259.54
2018-12-31 $11M 46k 229.82
2018-09-30 $13M 47k 267.05
2018-06-30 $12M 47k 249.52
2018-03-31 $11M 47k 242.09
2017-12-31 $13M 53k 246.15
2017-09-30 $12M 50k 230.76
2017-06-30 $11M 50k 222.05
2017-03-31 $11M 49k 216.35
2016-12-31 $11M 51k 205.30
2016-09-30 $8.1M 41k 198.68
2016-06-30 $5.5M 29k 192.01
2016-03-31 $5.2M 28k 188.55
2015-12-31 $4.9M 26k 186.92
2015-09-30 $5.2M 29k 175.69
2015-06-30 $4.3M 23k 188.84
2015-03-31 $4.3M 23k 191.12
2014-12-31 $3.9M 21k 188.39
2014-09-30 $8.8M 49k 180.58
2014-06-30 $9.7M 54k 179.43
2014-03-31 $9.1M 53k 171.34
2013-12-31 $1.5M 8.9k 169.15

More positions owned by United Capital Financial Advisers

Vanguard S&p 500 Etf Exchange Traded Fund (VOO)
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)
Apple Common Stock (AAPL)
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Microsoft Corp Common Stock (MSFT)
Vanguard Value Etf Exchange Traded Fund (VTV)
Ishares Core Total Usd Bond Ma Exchange Traded Fund (IUSB)
Vanguard Intermediate-term Bon Exchange Traded Fund (BIV)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Ishares U.s. Treasury Bond Etf Exchange Traded Fund (GOVT)
Ishares Currency Hedged Msci E Exchange Traded Fund (HEFA)
Ishares Mbs Etf Exchange Traded Fund (MBB)
Ishares Core Msci Emerging Mar Exchange Traded Fund (IEMG)
Spdr Nuveen Bloomberg Short Te Exchange Traded Fund (SHM)

View all positions for United Capital Financial Advisers

Top funds holding Vanguard S&p 500 Etf idx

Vanguard Group
Raymond James & Associates
Bank of America Corporation
Jpmorgan Chase & Co
Goldman Sachs Group
Envestnet Asset Management
Wells Fargo & Company
LPL Financial
Bank of New York Mellon
Global Assets Advisory
HPM Partners
Mercer Global Advisors
UBS Group
Assetmark
Raymond James Financial Services Advisors

View all funds holding Vanguard S&p 500 Etf idx