UCFA
VB icon

United Capital Financial Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

United Capital Financial Advisors’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$35M Sell
115,463
-1,984
-2% -$569K 0.19% 105
2026
Q1 		$30.7M Sell
117,447
-1,323
-1% -$358K 0.19% 107
2025
Q4 		$30.6M Buy
118,770
+1,308
+1% +$335K 0.18% 101
2025
Q3 		$29.9M Buy
117,462
+1,705
+1% +$423K 0.21% 92
2025
Q2 		$27.4M Buy
115,757
+3,290
+3% +$734K 0.22% 96
2025
Q1 		$24.9M Sell
112,467
-570
-0.5% -$136K 0.21% 96
2024
Q4 		$27.2M Sell
113,037
-296
-0.3% -$72.8K 0.23% 91
2024
Q3 		$26.9M Sell
113,333
-1,114
-1% -$253K 0.22% 92
2024
Q2 		$25M Buy
114,447
+3,002
+3% +$659K 0.21% 92
2024
Q1 		$25.5M Sell
111,445
-3,587
-3% -$772K 0.21% 101
2023
Q4 		$24.5M Sell
115,032
-25,651
-18% -$4.94M 0.2% 107
2023
Q3 		$26.6M Sell
140,683
-20,706
-13% -$4.13M 0.17% 118
2023
Q2 		$32.1M Sell
161,389
-4,007
-2% -$757K 0.18% 113
2023
Q1 		$31.4M Sell
165,396
-17,158
-9% -$3.33M 0.18% 113
2022
Q4 		$33.5M Sell
182,554
-4,463
-2% -$827K 0.19% 110
2022
Q3 		$32M Buy
187,017
+5,977
+3% +$1.13M 0.19% 110
2022
Q2 		$31.9M Sell
181,040
-2,960
-2% -$572K 0.18% 119
2022
Q1 		$39.1M Buy
184,000
+750
+0.4% +$158K 0.19% 112
2021
Q4 		$41.4M Buy
183,250
+5,336
+3% +$1.21M 0.19% 112
2021
Q3 		$38.9M Buy
177,914
+1,675
+1% +$372K 0.19% 107
2021
Q2 		$39.7M Buy
176,239
+9,294
+6% +$2.06M 0.2% 107
2021
Q1 		$35.7M Buy
166,945
+19,437
+13% +$4.09M 0.2% 111
2020
Q4 		$28.7M Sell
147,508
-5,613
-4% -$990K 0.17% 130
2020
Q3 		$23.6M Buy
153,121
+7,193
+5% +$1.1M 0.15% 152
2020
Q2 		$21.3M Buy
145,928
+5,988
+4% +$804K 0.15% 146
2020
Q1 		$16.2M Buy
139,940
+3,690
+3% +$555K 0.13% 166
2019
Q4 		$22.5M Buy
136,250
+1,563
+1% +$249K 0.15% 167
2019
Q3 		$20.6M Buy
134,687
+11,188
+9% +$1.73M 0.14% 165
2019
Q2 		$19.3M Buy
123,499
+51,521
+72% +$7.96M 0.13% 175
2019
Q1 		$11M Buy
71,978
+6,377
+10% +$948K 0.08% 279
2018
Q4 		$8.66M Sell
65,601
-3,060
-4% -$445K 0.07% 273
2018
Q3 		$11.2M Sell
68,661
-1,101
-2% -$178K 0.08% 277
2018
Q2 		$10.9M Sell
69,762
-1,862
-3% -$285K 0.08% 286
2018
Q1 		$10.5M Buy
71,624
+192
+0.3% +$28.7K 0.08% 279
2017
Q4 		$10.6M Sell
71,432
-1,785
-2% -$258K 0.08% 287
2017
Q3 		$10.3M Buy
73,217
+1,216
+2% +$166K 0.09% 273
2017
Q2 		$9.76M Buy
72,001
+3,803
+6% +$510K 0.09% 269
2017
Q1 		$9.09M Sell
68,198
-10,568
-13% -$1.4M 0.08% 282
2016
Q4 		$10.2M Buy
78,766
+2,534
+3% +$315K 0.1% 251
2016
Q3 		$9.31M Buy
76,232
+42
+0.1% +$5.08K 0.09% 277
2016
Q2 		$8.84M Sell
76,190
-2,279
-3% -$259K 0.09% 266
2016
Q1 		$8.75M Buy
78,469
+1,642
+2% +$170K 0.1% 232
2015
Q4 		$8.5M Buy
76,827
+1,735
+2% +$197K 0.1% 237
2015
Q3 		$8.11M Sell
75,092
-10,479
-12% -$1.23M 0.1% 225
2015
Q2 		$10.4M Sell
85,571
-209
-0.2% -$25.7K 0.12% 206
2015
Q1 		$10.3M Buy
85,780
+37,744
+79% +$4.47M 0.13% 208
2014
Q4 		$5.6M Sell
48,036
-944
-2% -$107K 0.08% 240
2014
Q3 		$5.42M Sell
48,980
-1,539
-3% -$176K 0.09% 240
2014
Q2 		$5.92M Sell
50,519
-773
-2% -$86.5K 0.11% 212
2014
Q1 		$5.79M Buy
51,292
+16,055
+46% +$1.78M 0.12% 191
2013
Q4 		$3.87M Sell
35,237
-29,084
-45% -$3.1M 0.13% 167
2013
Q3 		$6.59M Buy
64,321
+59,443
+1,219% +$5.93M 0.21% 108
2013
Q2 		$457K Buy
+4,878
New +$451K 0.01% 523

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

United Capital Financial Advisors's VB Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 1.7% in Q2 2026, selling an estimated $569K and leaving 115,463 shares worth $35M. The position accounts for 0.19% of the portfolio, ranked #105.

United Capital Financial Advisors first reported a position in VB in Q2 2013 and has held it in 53 quarters since. The position peaked at $41.4M in Q4 2021. 2,461 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • United Capital Financial Advisors held 115,463 shares of Vanguard Morningstar Small-Cap ETF worth $35M as of Q2 2026.
  • United Capital Financial Advisors sold 1,984 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $569K.
  • Vanguard Morningstar Small-Cap ETF made up 0.19% of United Capital Financial Advisors's portfolio in Q2 2026, its #105 holding.
  • United Capital Financial Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2013 and has held it in 53 quarters since.
  • United Capital Financial Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $41.4M in Q4 2021.
  • 2,461 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.