United Capital Financial Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $58.9M | Sell |
271,341
-37,111
| -12% | -$8.3M | 0.36% | 51 |
|
|
2025
Q4 | $65.3M | Sell |
308,452
-41,249
| -12% | -$8.64M | 0.39% | 46 |
|
|
2025
Q3 | $73M | Sell |
349,701
-23,155
| -6% | -$4.73M | 0.52% | 37 |
|
|
2025
Q2 | $72.7M | Sell |
372,856
-29,925
| -7% | -$5.54M | 0.59% | 34 |
|
|
2025
Q1 | $75M | Sell |
402,781
-18,692
| -4% | -$3.69M | 0.64% | 34 |
|
|
2024
Q4 | $83.5M | Sell |
421,473
-10,347
| -2% | -$2.12M | 0.71% | 32 |
|
|
2024
Q3 | $86.7M | Buy |
431,820
+2,385
| +0.6% | +$458K | 0.71% | 31 |
|
|
2024
Q2 | $78.4M | Sell |
429,435
-10,534
| -2% | -$1.95M | 0.67% | 32 |
|
|
2024
Q1 | $84.4M | Sell |
439,969
-20,999
| -5% | -$3.79M | 0.7% | 32 |
|
|
2023
Q4 | $83M | Sell |
460,968
-331,027
| -42% | -$54M | 0.69% | 30 |
|
|
2023
Q3 | $126M | Sell |
791,995
-174,077
| -18% | -$29.1M | 0.83% | 20 |
|
|
2023
Q2 | $160M | Buy |
966,072
+9,184
| +1% | +$1.45M | 0.87% | 20 |
|
|
2023
Q1 | $152M | Sell |
956,888
-28,798
| -3% | -$4.77M | 0.85% | 20 |
|
|
2022
Q4 | $157M | Buy |
985,686
+7,388
| +0.8% | +$1.18M | 0.88% | 20 |
|
|
2022
Q3 | $140M | Buy |
978,298
+22,952
| +2% | +$3.65M | 0.83% | 21 |
|
|
2022
Q2 | $143M | Buy |
955,346
+36,792
| +4% | +$6.03M | 0.79% | 21 |
|
|
2022
Q1 | $162M | Buy |
918,554
+11,057
| +1% | +$1.92M | 0.79% | 21 |
|
|
2021
Q4 | $162M | Buy |
907,497
+32,494
| +4% | +$5.78M | 0.75% | 24 |
|
|
2021
Q3 | $148M | Buy |
875,003
+23,478
| +3% | +$4.02M | 0.74% | 22 |
|
|
2021
Q2 | $148M | Buy |
851,525
+614
| +0.1% | +$106K | 0.74% | 21 |
|
|
2021
Q1 | $141M | Buy |
850,911
+10,295
| +1% | +$1.62M | 0.78% | 20 |
|
|
2020
Q4 | $120M | Sell |
840,616
-23,096
| -3% | -$2.98M | 0.72% | 20 |
|
|
2020
Q3 | $95.6M | Buy |
863,712
+109,048
| +14% | +$12.2M | 0.62% | 22 |
|
|
2020
Q2 | $80.7M | Buy |
754,664
+1,870
| +0.2% | +$188K | 0.59% | 27 |
|
|
2020
Q1 | $65M | Buy |
752,794
+196,853
| +35% | +$23.9M | 0.54% | 31 |
|
|
2019
Q4 | $76.2M | Buy |
555,941
+12,640
| +2% | +$1.67M | 0.49% | 34 |
|
|
2019
Q3 | $70M | Buy |
543,301
+34,677
| +7% | +$4.44M | 0.49% | 34 |
|
|
2019
Q2 | $66.4M | Buy |
508,624
+16,806
| +3% | +$2.19M | 0.43% | 45 |
|
|
2019
Q1 | $63.3M | Buy |
491,818
+12,698
| +3% | +$1.62M | 0.45% | 42 |
|
|
2018
Q4 | $54.6M | Sell |
479,120
-5,892
| -1% | -$746K | 0.43% | 46 |
|
|
2018
Q3 | $67.6M | Buy |
485,012
+12,136
| +3% | +$1.7M | 0.48% | 40 |
|
|
2018
Q2 | $64.2M | Buy |
472,876
+8,365
| +2% | +$1.12M | 0.48% | 36 |
|
|
2018
Q1 | $60.1M | Buy |
464,511
+58,684
| +14% | +$7.78M | 0.46% | 41 |
|
|
2017
Q4 | $54.2M | Buy |
405,827
+7,611
| +2% | +$990K | 0.43% | 43 |
|
|
2017
Q3 | $50.9M | Buy |
398,216
+7,055
| +2% | +$870K | 0.43% | 45 |
|
|
2017
Q2 | $48.1M | Buy |
391,161
+13,867
| +4% | +$1.7M | 0.43% | 45 |
|
|
2017
Q1 | $46.4M | Buy |
377,294
+13,873
| +4% | +$1.7M | 0.43% | 46 |
|
|
2016
Q4 | $44M | Buy |
363,421
+2,239
| +0.6% | +$257K | 0.43% | 45 |
|
|
2016
Q3 | $40M | Buy |
361,182
+15,439
| +4% | +$1.69M | 0.39% | 51 |
|
|
2016
Q2 | $36.3M | Buy |
345,743
+11,267
| +3% | +$1.17M | 0.37% | 48 |
|
|
2016
Q1 | $34.1M | Buy |
334,476
+27,030
| +9% | +$2.54M | 0.38% | 48 |
|
|
2015
Q4 | $30.4M | Buy |
307,446
+31,992
| +12% | +$3.26M | 0.35% | 52 |
|
|
2015
Q3 | $26.7M | Buy |
275,454
+35,632
| +15% | +$3.7M | 0.32% | 54 |
|
|
2015
Q2 | $25.9M | Buy |
239,822
+37,447
| +19% | +$4.11M | 0.3% | 78 |
|
|
2015
Q1 | $21.9M | Buy |
202,375
+75,571
| +60% | +$8.02M | 0.27% | 92 |
|
|
2014
Q4 | $13.4M | Buy |
126,804
+14,785
| +13% | +$1.52M | 0.2% | 128 |
|
|
2014
Q3 | $11.2M | Buy |
112,019
+4,794
| +4% | +$496K | 0.19% | 133 |
|
|
2014
Q2 | $11.3M | Buy |
107,225
+3,108
| +3% | +$314K | 0.21% | 121 |
|
|
2014
Q1 | $10.5M | Buy |
104,117
+101,352
| +3,666% | +$9.88M | 0.22% | 106 |
|
|
2013
Q4 | $269K | Sell |
2,765
-109,167
| -98% | -$10.3M | 0.01% | 545 |
|
|
2013
Q3 | $10.1M | Sell |
111,932
-7,181
| -6% | -$635K | 0.32% | 68 |
|
|
2013
Q2 | $9.97M | Buy |
+119,113
| New | +$9.88M | 0.26% | 101 |
|
Other funds holding VBR
AL
United Capital Financial Advisors's VBR Position: Q1 2026 in Review
United Capital Financial Advisors reduced its Vanguard Small-Cap Value ETF (VBR) stake by 12% in Q1 2026, selling an estimated $8.3M and leaving 271,341 shares worth $58.9M. The position accounts for 0.36% of the portfolio, ranked #51.
United Capital Financial Advisors first reported a position in VBR in Q2 2013 and has held it in 52 quarters since. The position peaked at $162M in Q4 2021. 1,702 funds tracked by Wall St. Rank hold VBR as of Q1 2026.
- United Capital Financial Advisors held 271,341 shares of Vanguard Small-Cap Value ETF worth $58.9M as of Q1 2026.
- United Capital Financial Advisors sold 37,111 Vanguard Small-Cap Value ETF shares in Q1 2026, an estimated $8.3M.
- Vanguard Small-Cap Value ETF made up 0.36% of United Capital Financial Advisors's portfolio in Q1 2026, its #51 holding.
- United Capital Financial Advisors first reported a position in Vanguard Small-Cap Value ETF in Q2 2013 and has held it in 52 quarters since.
- United Capital Financial Advisors's Vanguard Small-Cap Value ETF position peaked at $162M in Q4 2021.
- 1,702 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2026.
Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.