UCFA
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United Capital Financial Advisors’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

United Capital Financial Advisors’s Portfolio VOOG Stock Details VOOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$472K Sell
5,708
-346
-6% -$27.5K ﹤0.01% 1154
2026
Q1 		$411K Buy
6,054
+162
+3% +$11.7K ﹤0.01% 1165
2025
Q4 		$436K Buy
5,892
+318
+6% +$23.4K ﹤0.01% 1022
2025
Q3 		$405K Buy
5,574
+318
+6% +$22K ﹤0.01% 930
2025
Q2 		$347K Buy
5,256
+1,254
+31% +$74.6K ﹤0.01% 884
2025
Q1 		$223K Sell
4,002
-24
-0.6% -$1.46K ﹤0.01% 981
2024
Q4 		$246K Buy
4,026
+24
+0.6% +$1.44K ﹤0.01% 953
2024
Q3 		$230K Hold
4,002
– – ﹤0.01% 961
2024
Q2 		$222K Hold
4,002
– – ﹤0.01% 949
2024
Q1 		$203K Sell
4,002
-2,550
-39% -$123K ﹤0.01% 1017
2023
Q4 		$296K Sell
6,552
-1,950
-23% -$83.4K ﹤0.01% 878
2023
Q3 		$350K Sell
8,502
-402
-5% -$17.1K ﹤0.01% 706
2023
Q2 		$377K Sell
8,904
-402
-4% -$16K ﹤0.01% 729
2023
Q1 		$357K Sell
9,306
-8,364
-47% -$307K ﹤0.01% 783
2022
Q4 		$621K Buy
17,670
+9,000
+104% +$325K ﹤0.01% 724
2022
Q3 		$301K Buy
8,670
+222
+3% +$8.67K ﹤0.01% 909
2022
Q2 		$306K Buy
8,448
+414
+5% +$16.5K ﹤0.01% 934
2022
Q1 		$369K Sell
8,034
-1,146
-12% -$51.8K ﹤0.01% 933
2021
Q4 		$462K Buy
9,180
+1,086
+13% +$52.6K ﹤0.01% 886
2021
Q3 		$360K Sell
8,094
-1,218
-13% -$55.8K ﹤0.01% 951
2021
Q2 		$407K Buy
9,312
+1,062
+13% +$44.2K ﹤0.01% 927
2021
Q1 		$323K Buy
8,250
+366
+5% +$14.2K ﹤0.01% 963
2020
Q4 		$302K Hold
7,884
– – ﹤0.01% 999
2020
Q3 		$274K Buy
+7,884
New +$268K ﹤0.01% 980
2020
Q2 		– Sell
-9,678
Closed -$240K – 1266
2020
Q1 		$240K Sell
9,678
-5,688
-37% -$162K ﹤0.01% 1026
2019
Q4 		$447K Sell
15,366
-264
-2% -$7.33K ﹤0.01% 1029
2019
Q3 		$421K Sell
15,630
-9,000
-37% -$244K ﹤0.01% 992
2019
Q2 		$661K Sell
24,630
-22,254
-47% -$586K ﹤0.01% 944
2019
Q1 		$1.21M Sell
46,884
-16,698
-26% -$409K 0.01% 727
2018
Q4 		$1.43M Sell
63,582
-66,162
-51% -$1.6M 0.01% 632
2018
Q3 		$3.43M Sell
129,744
-185,208
-59% -$4.76M 0.02% 498
2018
Q2 		$7.66M Sell
314,952
-15,360
-5% -$369K 0.06% 344
2018
Q1 		$7.66M Buy
330,312
+28,446
+9% +$679K 0.06% 341
2017
Q4 		$6.89M Buy
301,866
+49,962
+20% +$1.12M 0.05% 359
2017
Q3 		$5.4M Buy
251,904
+38,316
+18% +$807K 0.05% 378
2017
Q2 		$4.37M Buy
213,588
+44,028
+26% +$893K 0.04% 410
2017
Q1 		$3.34M Buy
169,560
+106,176
+168% +$2.04M 0.03% 445
2016
Q4 		$1.15M Buy
+63,384
New +$1.14M 0.01% 712

Other funds holding VOOG

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TPCW
TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

United Capital Financial Advisors reduced its Vanguard S&P 500 Growth ETF (VOOG) stake by 5.7% in Q2 2026, selling an estimated $27.5K and leaving 5,708 shares worth $472K. The position accounts for ﹤0.01% of the portfolio, ranked #1154.

United Capital Financial Advisors first reported a position in VOOG in Q4 2016 and has held it in 38 quarters since. The position peaked at $7.66M in Q1 2018. 747 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

  • United Capital Financial Advisors held 5,708 shares of Vanguard S&P 500 Growth ETF worth $472K as of Q2 2026.
  • United Capital Financial Advisors sold 346 Vanguard S&P 500 Growth ETF shares in Q2 2026, an estimated $27.5K.
  • Vanguard S&P 500 Growth ETF made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1154 holding.
  • United Capital Financial Advisors first reported a position in Vanguard S&P 500 Growth ETF in Q4 2016 and has held it in 38 quarters since.
  • United Capital Financial Advisors's Vanguard S&P 500 Growth ETF position peaked at $7.66M in Q1 2018.
  • 747 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

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