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Vanguard Total World Stock Idx shares owned by United Capital Financial Advisers

Quarter-by-quarter ownership of Vanguard Total World Stock Idx (VT) shares owned by United Capital Financial Advisers from 13F filings

Historical chart of United Capital Financial Advisers investment in Vanguard Total World Stock Idx

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Total World Stock 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 Total World Stock Idx by United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2024-03-31 $9.2M 83k 110.50
2023-12-31 $8.8M 85k 102.88
2023-09-30 $2.2M 23k 93.18
2023-06-30 $3.2M 34k 96.98
2023-03-31 $4.0M 44k 92.09
2022-12-31 $6.6M 77k 86.19
2022-09-30 $5.4M 69k 78.88
2022-06-30 $5.8M 68k 85.34
2022-03-31 $6.0M 60k 101.30
2021-12-31 $6.7M 62k 107.43
2021-09-30 $6.0M 59k 101.82
2021-06-30 $6.7M 65k 103.62
2021-03-31 $6.3M 65k 97.29
2020-12-31 $6.0M 65k 92.59
2020-09-30 $5.1M 63k 80.65
2020-06-30 $5.0M 67k 74.80
2020-03-31 $4.4M 70k 62.80
2019-12-31 $6.7M 83k 80.98
2019-09-30 $5.1M 68k 74.83
2019-06-30 $4.0M 53k 75.15
2019-03-31 $1.0M 14k 73.18
2018-12-31 $1.2M 18k 65.43
2018-09-30 $1.0M 14k 75.81
2018-06-30 $1.2M 16k 73.39
2018-03-31 $1.5M 20k 73.63
2017-12-31 $669k 9.0k 74.28
2017-09-30 $579k 8.2k 70.76
2017-06-30 $466k 6.9k 67.57
2017-03-31 $477k 7.3k 65.29
2016-12-31 $4.3M 71k 61.00
2016-09-30 $553k 9.1k 60.86
2016-06-30 $523k 9.0k 58.03
2016-03-31 $642k 11k 57.72
2015-12-31 $1.6M 29k 57.63
2015-09-30 $1.5M 27k 55.32
2015-06-30 $11M 172k 61.52
2015-03-31 $9.6M 153k 63.16
2014-12-31 $218k 3.6k 60.17
2014-09-30 $337k 5.6k 60.29
2014-03-31 $399k 6.7k 59.66
2013-12-31 $397k 6.7k 59.36
2013-09-30 $391k 7.0k 55.54
2013-06-30 $362k 7.0k 51.46
2013-03-31 $368k 7.0k 52.32
2012-12-31 $327k 6.6k 49.44
2012-09-30 $318k 6.6k 48.08
2012-06-30 $275k 6.0k 45.65
2011-12-31 $272k 6.3k 43.21
2011-09-30 $7.3M 181k 40.65
2011-03-31 $7.3M 147k 49.86

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)
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Apple Common Stock (AAPL)
Microsoft Corporation Common Stock (MSFT)
Ishares Core Total Usd Bond Market Etf Exchange Traded Fund (IUSB)
Vanguard Value Etf Exchange Traded Fund (VTV)
Vanguard Intermediate-term Bond Etf Exchange Traded Fund (BIV)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Ishares Currency Hedged Msci Eafe Etf Exchange Traded Fund (HEFA)
Ishares U.s. Treasury Bond Etf Exchange Traded Fund (GOVT)
Nvidia Corporation Common Stock (NVDA)
Ishares Mbs Etf Exchange Traded Fund (MBB)
Ishares Core S&p Small Cap Etf Exchange Traded Fund (IJR)

View all positions for United Capital Financial Advisers

Top funds holding Vanguard Total World Stock Idx

Texas Treasury Safekeeping Trust Company
Morgan Stanley
Bank of America Corporation
Edgehill Endowment Partners
Alliancebernstein
UBS Group
Northwestern Mutual Wealth Management Company
Royal Bank of Canada
Rockefeller Capital Management
Brandywine Trust Company
Nepc
Northern Trust
Angeles Wealth Management
Wells Fargo & Company
LPL Financial

View all funds holding Vanguard Total World Stock Idx