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United Capital Financial Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

United Capital Financial Advisors’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.33M Sell
102,140
-3,032
-3% -$225K 0.05% 290
2025
Q4 		$7.63M Buy
105,172
+14,564
+16% +$1.06M 0.05% 288
2025
Q3 		$6.65M Buy
90,608
+52
+0.1% +$3.73K 0.05% 259
2025
Q2 		$6.33M Buy
90,556
+292
+0.3% +$19.2K 0.05% 251
2025
Q1 		$5.84M Sell
90,264
-664
-0.7% -$44.6K 0.05% 251
2024
Q4 		$6M Buy
90,928
+352
+0.4% +$23.9K 0.05% 237
2024
Q3 		$5.97M Buy
90,576
+60
+0.1% +$3.77K 0.05% 236
2024
Q2 		$5.48M Sell
90,516
-1,264
-1% -$76.8K 0.05% 249
2024
Q1 		$5.73M Sell
91,780
-2,296
-2% -$136K 0.05% 261
2023
Q4 		$5.47M Sell
94,076
-35,320
-27% -$1.89M 0.05% 273
2023
Q3 		$6.74M Sell
129,396
-42,700
-25% -$2.34M 0.04% 267
2023
Q2 		$9.47M Sell
172,096
-6,764
-4% -$355K 0.05% 243
2023
Q1 		$9.43M Sell
178,860
-9,760
-5% -$519K 0.05% 243
2022
Q4 		$9.61M Sell
188,620
-33,088
-15% -$1.69M 0.05% 251
2022
Q3 		$10.4M Sell
221,708
-6,004
-3% -$314K 0.06% 235
2022
Q2 		$11.2M Sell
227,712
-12,072
-5% -$652K 0.06% 245
2022
Q1 		$14.3M Buy
239,784
+12,836
+6% +$753K 0.07% 231
2021
Q4 		$14.5M Buy
226,948
+1,224
+0.5% +$76.7K 0.07% 240
2021
Q3 		$13.4M Sell
225,724
-9,496
-4% -$574K 0.07% 244
2021
Q2 		$14M Buy
235,220
+824
+0.4% +$47.8K 0.07% 240
2021
Q1 		$13M Sell
234,396
-6,104
-3% -$331K 0.07% 234
2020
Q4 		$12.4M Sell
240,500
-4,548
-2% -$220K 0.07% 235
2020
Q3 		$10.8M Sell
245,048
-3,572
-1% -$156K 0.07% 237
2020
Q2 		$10.2M Sell
248,620
-11,040
-4% -$423K 0.07% 245
2020
Q1 		$8.55M Buy
259,660
+13,084
+5% +$542K 0.07% 257
2019
Q4 		$11M Sell
246,576
-2,732
-1% -$117K 0.07% 297
2019
Q3 		$10.4M Sell
249,308
-2,360
-0.9% -$98.6K 0.07% 283
2019
Q2 		$10.5M Sell
251,668
-3,100
-1% -$127K 0.07% 292
2019
Q1 		$10.2M Buy
254,768
+37,536
+17% +$1.44M 0.07% 292
2018
Q4 		$7.5M Sell
217,232
-896
-0.4% -$33.6K 0.06% 305
2018
Q3 		$8.95M Sell
218,128
-13,512
-6% -$551K 0.06% 321
2018
Q2 		$9.13M Sell
231,640
-3,936
-2% -$155K 0.07% 320
2018
Q1 		$9.08M Buy
235,576
+33,896
+17% +$1.33M 0.07% 309
2017
Q4 		$7.8M Sell
201,680
-6,672
-3% -$252K 0.06% 333
2017
Q3 		$7.66M Sell
208,352
-12,408
-6% -$448K 0.06% 324
2017
Q2 		$7.87M Sell
220,760
-384
-0.2% -$13.6K 0.07% 311
2017
Q1 		$7.7M Sell
221,144
-32,172
-13% -$1.11M 0.07% 309
2016
Q4 		$8.34M Sell
253,316
-1,792
-0.7% -$58K 0.08% 296
2016
Q3 		$8.26M Buy
255,108
+10,404
+4% +$334K 0.08% 306
2016
Q2 		$7.59M Sell
244,704
-14,616
-6% -$447K 0.08% 302
2016
Q1 		$7.86M Sell
259,320
-25,512
-9% -$722K 0.09% 254
2015
Q4 		$8.55M Sell
284,832
-76,172
-21% -$2.32M 0.1% 234
2015
Q3 		$10.5M Sell
361,004
-38,272
-10% -$1.19M 0.13% 179
2015
Q2 		$12.7M Buy
399,276
+63,896
+19% +$2.07M 0.15% 162
2015
Q1 		$10.7M Buy
335,380
+184,120
+122% +$5.79M 0.13% 195
2014
Q4 		$4.67M Sell
151,260
-11,572
-7% -$349K 0.07% 266
2014
Q3 		$4.78M Sell
162,832
-10,872
-6% -$323K 0.08% 264
2014
Q2 		$5.15M Sell
173,704
-2,452
-1% -$70K 0.1% 236
2014
Q1 		$5M Buy
176,156
+13,756
+8% +$382K 0.11% 211
2013
Q4 		$4.47M Sell
162,400
-168,088
-51% -$4.48M 0.15% 154
2013
Q3 		$8.47M Buy
330,488
+314,372
+1,951% +$7.89M 0.27% 82
2013
Q2 		$383K Buy
+16,116
New +$382K 0.01% 557

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

United Capital Financial Advisors's VO Position: Q1 2026 in Review

United Capital Financial Advisors reduced its Vanguard Mid-Cap ETF (VO) stake by 2.9% in Q1 2026, selling an estimated $225K and leaving 102,140 shares worth $7.33M. The position accounts for 0.05% of the portfolio, ranked #290.

United Capital Financial Advisors first reported a position in VO in Q2 2013 and has held it in 52 quarters since. The position peaked at $14.5M in Q4 2021. 2,386 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • United Capital Financial Advisors held 102,140 shares of Vanguard Mid-Cap ETF worth $7.33M as of Q1 2026.
  • United Capital Financial Advisors sold 3,032 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $225K.
  • Vanguard Mid-Cap ETF made up 0.05% of United Capital Financial Advisors's portfolio in Q1 2026, its #290 holding.
  • United Capital Financial Advisors first reported a position in Vanguard Mid-Cap ETF in Q2 2013 and has held it in 52 quarters since.
  • United Capital Financial Advisors's Vanguard Mid-Cap ETF position peaked at $14.5M in Q4 2021.
  • 2,386 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.