SEC 13F Intelligence

United Capital Financial Advisors, LLC / VUG

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

Does United Capital Financial Advisors, LLC own Vanguard Index Fds (VUG)? Yes — 554.5K shares worth $242M (+1.49% of its 13F portfolio) as of Q1 2026, up from 542.4K shares the prior filed quarter.

Position Value
$242M
Q1 2026
Shares
554.5K
% of Portfolio
+1.49%
Quarters Held
30
currently held

Position History VUG

Reported value by quarter
Q4 ’18: $284MQ4 ’18Q1 ’19: $336MQ2 ’19: $354MQ3 ’19: $355MQ4 ’19: $385MQ4 ’19Q1 ’20: $317MQ2 ’20: $395MQ3 ’20: $425MQ4 ’20: $449MQ4 ’20Q1 ’21: $463MQ2 ’21: $501MQ3 ’21: $494MQ4 ’21: $516MQ4 ’21Q1 ’22: $449MQ2 ’22: $345MQ3 ’22: $334MQ4 ’22: $322MQ4 ’22Q1 ’23: $388MQ2 ’23: $388MQ3 ’23: $266MQ4 ’23: $186MQ4 ’23Q1 ’24: $192MQ2 ’24: $199MQ3 ’24: $204MQ4 ’24: $214MQ4 ’24Q1 ’25: $197MQ2 ’25: $233MQ3 ’25: $256MQ4 ’25: $265MQ4 ’25Q1 ’26: $242Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026554.5K$242M+1.49%
Q4 2025542.4K$265M+1.59%
Q3 2025533.5K$256M+1.84%
Q2 2025531.3K$233M+1.88%
Q1 2025530.3K$197M+1.68%
Q4 2024522.1K$214M+1.81%
Q3 2024531.0K$204M+1.68%
Q2 2024531.9K$199M+1.71%
Q1 2024558.6K$192M+1.58%
Q4 2023599.9K$186M+1.55%
Q3 2023975.8K$266M+1.74%
Q2 20231.56M$388M+2.17%
Q1 20231.56M$388M+2.13%
Q4 20221.51M$322M+1.81%
Q3 20221.56M$334M+1.97%
Q2 20221.55M$345M+1.90%
Q1 20221.56M$449M+2.18%
Q4 20211.61M$516M+2.38%
Q3 20211.70M$494M+2.47%
Q2 20211.75M$501M+2.52%
Q1 20211.80M$463M+2.56%
Q4 20201.77M$449M+2.71%
Q3 20201.87M$425M+2.78%
Q2 20201.95M$395M+2.87%
Q1 20202.09M$317M+2.62%
Q4 20192.12M$385M+2.49%
Q3 20192.14M$355M+2.50%
Q2 20192.17M$354M+2.32%
Q1 20192.15M$336M+2.36%
Q4 20182.12M$284M+2.26%

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 VUG.