United Capital Financial Advisors’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $266K | Hold |
2,315
| – | – | ﹤0.01% | 1414 |
|
|
2025
Q4 | $257K | Hold |
2,315
| – | – | ﹤0.01% | 1229 |
|
|
2025
Q3 | $256K | Hold |
2,315
| – | – | ﹤0.01% | 1070 |
|
|
2025
Q2 | $234K | Hold |
2,315
| – | – | ﹤0.01% | 1001 |
|
|
2025
Q1 | $223K | Hold |
2,315
| – | – | ﹤0.01% | 979 |
|
|
2024
Q4 | $246K | Hold |
2,315
| – | – | ﹤0.01% | 954 |
|
|
2024
Q3 | $250K | Sell |
2,315
-56
| -2% | -$5.83K | ﹤0.01% | 937 |
|
|
2024
Q2 | $233K | Buy |
+2,371
| New | +$233K | ﹤0.01% | 934 |
|
|
2021
Q3 | – | Sell |
-2,436
| Closed | -$253K | – | 1247 |
|
|
2021
Q2 | $253K | Buy |
+2,436
| New | +$249K | ﹤0.01% | 1073 |
|
|
2020
Q2 | – | Sell |
-4,394
| Closed | -$225K | – | 1264 |
|
|
2020
Q1 | $225K | Sell |
4,394
-10,388
| -70% | -$703K | ﹤0.01% | 1038 |
|
|
2019
Q4 | $1.13M | Sell |
14,782
-100
| -0.7% | -$7.36K | 0.01% | 734 |
|
|
2019
Q3 | $1.06M | Sell |
14,882
-3,130
| -17% | -$221K | 0.01% | 730 |
|
|
2019
Q2 | $1.29M | Hold |
18,012
| – | – | 0.01% | 735 |
|
|
2019
Q1 | $1.26M | Hold |
18,012
| – | – | 0.01% | 713 |
|
|
2018
Q4 | $1.13M | Sell |
18,012
-2,354
| -12% | -$166K | 0.01% | 683 |
|
|
2018
Q3 | $1.62M | Buy |
20,366
+1,938
| +11% | +$155K | 0.01% | 653 |
|
|
2018
Q2 | $1.4M | Buy |
18,428
+1,012
| +6% | +$75K | 0.01% | 673 |
|
|
2018
Q1 | $1.22M | Buy |
17,416
+540
| +3% | +$38.1K | 0.01% | 725 |
|
|
2017
Q4 | $1.18M | Buy |
16,876
+2,834
| +20% | +$195K | 0.01% | 742 |
|
|
2017
Q3 | $952K | Buy |
14,042
+1,046
| +8% | +$66.8K | 0.01% | 788 |
|
|
2017
Q2 | $831K | Hold |
12,996
| – | – | 0.01% | 813 |
|
|
2017
Q1 | $816K | Sell |
12,996
-124
| -0.9% | -$7.74K | 0.01% | 801 |
|
|
2016
Q4 | $817K | Sell |
13,120
-3,760
| -22% | -$220K | 0.01% | 798 |
|
|
2016
Q3 | $953K | Sell |
16,880
-1,590
| -9% | -$88.1K | 0.01% | 786 |
|
|
2016
Q2 | $970K | Sell |
18,470
-262
| -1% | -$13.5K | 0.01% | 743 |
|
|
2016
Q1 | $956K | Sell |
18,732
-1,894
| -9% | -$89.1K | 0.01% | 707 |
|
|
2015
Q4 | $1.02M | Buy |
20,626
+3,360
| +19% | +$172K | 0.01% | 693 |
|
|
2015
Q3 | $837K | Sell |
17,266
-578
| -3% | -$29.7K | 0.01% | 741 |
|
|
2015
Q2 | $954K | Buy |
17,844
+4,848
| +37% | +$259K | 0.01% | 731 |
|
|
2015
Q1 | $677K | Hold |
12,996
| – | – | 0.01% | 810 |
|
|
2014
Q4 | $667K | Hold |
12,996
| – | – | 0.01% | 736 |
|
|
2014
Q3 | $615K | Buy |
+12,996
| New | +$639K | 0.01% | 731 |
|
|
2014
Q2 | – | Sell |
-12,996
| Closed | -$645K | – | 934 |
|
|
2014
Q1 | $645K | Hold |
12,996
| – | – | 0.01% | 586 |
|
|
2013
Q4 | $639K | Hold |
12,996
| – | – | 0.02% | 402 |
|
|
2013
Q3 | $587K | Buy |
12,996
+7,956
| +158% | +$347K | 0.02% | 413 |
|
|
2013
Q2 | $206K | Buy |
+5,040
| New | +$201K | 0.01% | 651 |
|
Other funds holding VIOO
OWM
United Capital Financial Advisors's VIOO Position: Q1 2026 in Review
United Capital Financial Advisors held its Vanguard S&P Small-Cap 600 ETF (VIOO) position steady in Q1 2026 at 2,315 shares worth $266K. The position accounts for ﹤0.01% of the portfolio, ranked #1414.
United Capital Financial Advisors first reported a position in VIOO in Q2 2013 and has held it in 36 quarters since. The position peaked at $1.62M in Q3 2018. 378 funds tracked by Wall St. Rank hold VIOO as of Q1 2026.
- United Capital Financial Advisors held 2,315 shares of Vanguard S&P Small-Cap 600 ETF worth $266K as of Q1 2026.
- United Capital Financial Advisors left its Vanguard S&P Small-Cap 600 ETF share count unchanged in Q1 2026.
- Vanguard S&P Small-Cap 600 ETF made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1414 holding.
- United Capital Financial Advisors first reported a position in Vanguard S&P Small-Cap 600 ETF in Q2 2013 and has held it in 36 quarters since.
- United Capital Financial Advisors's Vanguard S&P Small-Cap 600 ETF position peaked at $1.62M in Q3 2018.
- 378 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q1 2026.
Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.