SEC 13F Intelligence

United Capital Financial Advisors, LLC / VTV

United Capital Financial Advisors, LLC’s Vanguard Index Fds Position

Does United Capital Financial Advisors, LLC own Vanguard Index Fds (VTV)? Yes — 1.43M shares worth $281M (+1.73% of its 13F portfolio) as of Q1 2026, down from 1.45M shares the prior filed quarter.

Position Value
$281M
Q1 2026
Shares
1.43M
% of Portfolio
+1.73%
Quarters Held
30
currently held

Position History VTV

Reported value by quarter
Q4 ’18: $290MQ4 ’18Q1 ’19: $324MQ2 ’19: $343MQ3 ’19: $348MQ4 ’19: $372MQ4 ’19Q1 ’20: $284MQ2 ’20: $335MQ3 ’20: $372MQ4 ’20: $433MQ4 ’20Q1 ’21: $496MQ2 ’21: $517MQ3 ’21: $508MQ4 ’21: $550MQ4 ’21Q1 ’22: $529MQ2 ’22: $458MQ3 ’22: $417MQ4 ’22: $452MQ4 ’22Q1 ’23: $429MQ2 ’23: $429MQ3 ’23: $308MQ4 ’23: $213MQ4 ’23Q1 ’24: $221MQ2 ’24: $213MQ3 ’24: $237MQ4 ’24: $230MQ4 ’24Q1 ’25: $241MQ2 ’25: $245MQ3 ’25: $265MQ4 ’25: $277MQ4 ’25Q1 ’26: $281Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.43M$281M+1.73%
Q4 20251.45M$277M+1.67%
Q3 20251.42M$265M+1.90%
Q2 20251.39M$245M+1.98%
Q1 20251.39M$241M+2.06%
Q4 20241.36M$230M+1.94%
Q3 20241.36M$237M+1.95%
Q2 20241.33M$213M+1.83%
Q1 20241.36M$221M+1.82%
Q4 20231.42M$213M+1.77%
Q3 20232.23M$308M+2.02%
Q2 20233.11M$429M+2.39%
Q1 20233.11M$429M+2.36%
Q4 20223.22M$452M+2.54%
Q3 20223.37M$417M+2.46%
Q2 20223.47M$458M+2.51%
Q1 20223.58M$529M+2.57%
Q4 20213.74M$550M+2.53%
Q3 20213.75M$508M+2.54%
Q2 20213.76M$517M+2.60%
Q1 20213.77M$496M+2.74%
Q4 20203.64M$433M+2.61%
Q3 20203.56M$372M+2.43%
Q2 20203.36M$335M+2.44%
Q1 20203.31M$284M+2.35%
Q4 20193.11M$372M+2.40%
Q3 20193.12M$348M+2.45%
Q2 20193.09M$343M+2.24%
Q1 20193.01M$324M+2.28%
Q4 20182.96M$290M+2.31%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See United Capital Financial Advisors, LLC’s full portfolio or all institutional holders of VTV.