United Capital Financial Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $962M | Buy |
1,608,662
+12,773
| +0.8% | +$7.99M | 5.91% | 1 |
|
|
2025
Q4 | $1B | Buy |
1,595,889
+45,787
| +3% | +$28.5M | 6.03% | 1 |
|
|
2025
Q3 | $949M | Sell |
1,550,102
-25,299
| -2% | -$14.9M | 6.81% | 1 |
|
|
2025
Q2 | $895M | Sell |
1,575,401
-70,184
| -4% | -$36.9M | 7.22% | 1 |
|
|
2025
Q1 | $846M | Sell |
1,645,585
-11,053
| -0.7% | -$5.98M | 7.24% | 1 |
|
|
2024
Q4 | $893M | Sell |
1,656,638
-58,036
| -3% | -$31.4M | 7.54% | 1 |
|
|
2024
Q3 | $905M | Sell |
1,714,674
-67,061
| -4% | -$34.1M | 7.45% | 1 |
|
|
2024
Q2 | $891M | Sell |
1,781,735
-96,078
| -5% | -$46.2M | 7.65% | 1 |
|
|
2024
Q1 | $903M | Sell |
1,877,813
-143,451
| -7% | -$65.7M | 7.44% | 1 |
|
|
2023
Q4 | $883M | Sell |
2,021,264
-1,939,542
| -49% | -$794M | 7.33% | 1 |
|
|
2023
Q3 | $1.56B | Sell |
3,960,806
-541,896
| -12% | -$222M | 10.19% | 1 |
|
|
2023
Q2 | $1.83B | Buy |
4,502,702
+146,292
| +3% | +$56.4M | 10% | 1 |
|
|
2023
Q1 | $1.64B | Buy |
4,356,410
+296,913
| +7% | +$109M | 9.14% | 1 |
|
|
2022
Q4 | $1.43B | Buy |
4,059,497
+327,632
| +9% | +$116M | 8% | 1 |
|
|
2022
Q3 | $1.23B | Buy |
3,731,865
+423,441
| +13% | +$155M | 7.24% | 1 |
|
|
2022
Q2 | $1.15B | Buy |
3,308,424
+321,064
| +11% | +$121M | 6.3% | 1 |
|
|
2022
Q1 | $1.24B | Buy |
2,987,360
+351,770
| +13% | +$144M | 6.03% | 1 |
|
|
2021
Q4 | $1.15B | Buy |
2,635,590
+330,671
| +14% | +$140M | 5.3% | 1 |
|
|
2021
Q3 | $909M | Buy |
2,304,919
+334,925
| +17% | +$136M | 4.54% | 2 |
|
|
2021
Q2 | $775M | Buy |
1,969,994
+421,040
| +27% | +$162M | 3.9% | 2 |
|
|
2021
Q1 | $564M | Buy |
1,548,954
+394,062
| +34% | +$140M | 3.12% | 5 |
|
|
2020
Q4 | $397M | Buy |
1,154,892
+314,464
| +37% | +$103M | 2.39% | 8 |
|
|
2020
Q3 | $259M | Buy |
840,428
+786,520
| +1,459% | +$240M | 1.69% | 10 |
|
|
2020
Q2 | $15.3M | Buy |
53,908
+7,805
| +17% | +$2.1M | 0.11% | 195 |
|
|
2020
Q1 | $10.4M | Buy |
46,103
+6,441
| +16% | +$1.8M | 0.09% | 228 |
|
|
2019
Q4 | $11.7M | Sell |
39,662
-2,270
| -5% | -$642K | 0.08% | 286 |
|
|
2019
Q3 | $11.4M | Sell |
41,932
-4,367
| -9% | -$1.19M | 0.08% | 273 |
|
|
2019
Q2 | $12.5M | Buy |
46,299
+1,817
| +4% | +$481K | 0.08% | 255 |
|
|
2019
Q1 | $11.5M | Sell |
44,482
-1,541
| -3% | -$385K | 0.08% | 266 |
|
|
2018
Q4 | $10.6M | Sell |
46,023
-844
| -2% | -$209K | 0.08% | 246 |
|
|
2018
Q3 | $12.5M | Buy |
46,867
+313
| +0.7% | +$81.9K | 0.09% | 252 |
|
|
2018
Q2 | $11.6M | Buy |
46,554
+63
| +0.1% | +$15.6K | 0.09% | 271 |
|
|
2018
Q1 | $11.3M | Sell |
46,491
-6,530
| -12% | -$1.64M | 0.09% | 266 |
|
|
2017
Q4 | $13.1M | Buy |
53,021
+3,091
| +6% | +$739K | 0.1% | 244 |
|
|
2017
Q3 | $11.5M | Sell |
49,930
-513
| -1% | -$116K | 0.1% | 250 |
|
|
2017
Q2 | $11.2M | Buy |
50,443
+1,577
| +3% | +$347K | 0.1% | 246 |
|
|
2017
Q1 | $10.6M | Sell |
48,866
-2,044
| -4% | -$436K | 0.1% | 248 |
|
|
2016
Q4 | $10.5M | Buy |
50,910
+10,016
| +24% | +$2.01M | 0.1% | 244 |
|
|
2016
Q3 | $8.13M | Buy |
40,894
+11,990
| +41% | +$2.38M | 0.08% | 311 |
|
|
2016
Q2 | $5.55M | Buy |
28,904
+1,453
| +5% | +$277K | 0.06% | 349 |
|
|
2016
Q1 | $5.18M | Buy |
27,451
+1,381
| +5% | +$247K | 0.06% | 326 |
|
|
2015
Q4 | $4.87M | Sell |
26,070
-3,356
| -11% | -$632K | 0.06% | 330 |
|
|
2015
Q3 | $5.17M | Buy |
29,426
+6,729
| +30% | +$1.25M | 0.06% | 313 |
|
|
2015
Q2 | $4.29M | Buy |
22,697
+203
| +0.9% | +$39.1K | 0.05% | 375 |
|
|
2015
Q1 | $4.3M | Buy |
22,494
+1,585
| +8% | +$300K | 0.05% | 368 |
|
|
2014
Q4 | $3.94M | Sell |
20,909
-28,061
| -57% | -$5.17M | 0.06% | 298 |
|
|
2014
Q3 | $8.84M | Sell |
48,970
-5,228
| -10% | -$948K | 0.15% | 168 |
|
|
2014
Q2 | $9.72M | Buy |
54,198
+1,071
| +2% | +$187K | 0.18% | 144 |
|
|
2014
Q1 | $9.1M | Buy |
53,127
+44,212
| +496% | +$7.44M | 0.19% | 123 |
|
|
2013
Q4 | $1.51M | Sell |
8,915
-32,109
| -78% | -$5.21M | 0.05% | 280 |
|
|
2013
Q3 | $6.32M | Sell |
41,024
-3,676
| -8% | -$564K | 0.2% | 112 |
|
|
2013
Q2 | $6.56M | Buy |
+44,700
| New | +$6.59M | 0.17% | 150 |
|
Other funds holding VOO
VGA
AA
United Capital Financial Advisors's VOO Position: Q1 2026 in Review
United Capital Financial Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 0.8% in Q1 2026, buying an estimated $7.99M and bringing the position to 1,608,662 shares worth $962M. The position accounts for 5.91% of the portfolio, ranked #1.
United Capital Financial Advisors first reported a position in VOO in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.83B in Q2 2023. 3,832 funds tracked by Wall St. Rank hold VOO as of Q1 2026.
- United Capital Financial Advisors held 1,608,662 shares of Vanguard S&P 500 ETF worth $962M as of Q1 2026.
- United Capital Financial Advisors bought 12,773 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $7.99M.
- Vanguard S&P 500 ETF made up 5.91% of United Capital Financial Advisors's portfolio in Q1 2026, its #1 holding.
- United Capital Financial Advisors first reported a position in Vanguard S&P 500 ETF in Q2 2013 and has held it in 52 quarters since.
- United Capital Financial Advisors's Vanguard S&P 500 ETF position peaked at $1.83B in Q2 2023.
- 3,832 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.
Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.