UCFA
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United Capital Financial Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

United Capital Financial Advisors’s Portfolio VT Stock Details VT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.3M Sell
72,017
-1,263
-2% -$193K 0.06% 238
2026
Q1 		$10.1M Buy
73,280
+115
+0.2% +$16.5K 0.06% 235
2025
Q4 		$10.3M Buy
73,165
+980
+1% +$137K 0.06% 236
2025
Q3 		$9.95M Sell
72,185
-1,662
-2% -$221K 0.07% 213
2025
Q2 		$9.49M Sell
73,847
-12,320
-14% -$1.47M 0.08% 204
2025
Q1 		$9.99M Buy
86,167
+4,015
+5% +$480K 0.09% 180
2024
Q4 		$9.65M Sell
82,152
-353
-0.4% -$42.4K 0.08% 180
2024
Q3 		$9.88M Sell
82,505
-84
-0.1% -$9.66K 0.08% 183
2024
Q2 		$9.3M Sell
82,589
-581
-0.7% -$64.1K 0.08% 183
2024
Q1 		$9.19M Sell
83,170
-1,998
-2% -$211K 0.08% 191
2023
Q4 		$8.76M Buy
85,168
+61,960
+267% +$5.96M 0.07% 207
2023
Q3 		$2.16M Sell
23,208
-10,266
-31% -$997K 0.01% 413
2023
Q2 		$3.25M Sell
33,474
-10,411
-24% -$976K 0.02% 373
2023
Q1 		$4.04M Sell
43,885
-33,133
-43% -$3M 0.02% 347
2022
Q4 		$6.64M Buy
77,018
+8,290
+12% +$708K 0.04% 299
2022
Q3 		$5.42M Buy
68,728
+659
+1% +$57.9K 0.03% 315
2022
Q2 		$5.81M Buy
68,069
+8,601
+14% +$795K 0.03% 321
2022
Q1 		$6.02M Sell
59,468
-2,821
-5% -$286K 0.03% 341
2021
Q4 		$6.69M Buy
62,289
+2,980
+5% +$317K 0.03% 332
2021
Q3 		$6.04M Sell
59,309
-5,294
-8% -$555K 0.03% 345
2021
Q2 		$6.69M Sell
64,603
-309
-0.5% -$31.5K 0.03% 335
2021
Q1 		$6.32M Sell
64,912
-140
-0.2% -$13.5K 0.03% 324
2020
Q4 		$6.02M Buy
65,052
+2,246
+4% +$195K 0.04% 325
2020
Q3 		$5.07M Sell
62,806
-3,997
-6% -$321K 0.03% 342
2020
Q2 		$5M Sell
66,803
-2,921
-4% -$206K 0.04% 360
2020
Q1 		$4.38M Sell
69,724
-13,477
-16% -$1.02M 0.04% 359
2019
Q4 		$6.74M Buy
83,201
+15,550
+23% +$1.21M 0.04% 365
2019
Q3 		$5.06M Buy
67,651
+14,800
+28% +$1.11M 0.04% 411
2019
Q2 		$3.97M Buy
52,851
+38,913
+279% +$2.88M 0.03% 464
2019
Q1 		$1.02M Sell
13,938
-3,729
-21% -$265K 0.01% 771
2018
Q4 		$1.16M Buy
17,667
+4,040
+30% +$283K 0.01% 673
2018
Q3 		$1.03M Sell
13,627
-2,520
-16% -$190K 0.01% 773
2018
Q2 		$1.19M Sell
16,147
-3,572
-18% -$266K 0.01% 723
2018
Q1 		$1.45M Buy
19,719
+10,712
+119% +$812K 0.01% 676
2017
Q4 		$669K Buy
9,007
+824
+10% +$59.9K 0.01% 888
2017
Q3 		$579K Buy
8,183
+1,286
+19% +$89.2K ﹤0.01% 917
2017
Q2 		$466K Sell
6,897
-409
-6% -$27.4K ﹤0.01% 940
2017
Q1 		$477K Sell
7,306
-63,954
-90% -$4.09M ﹤0.01% 919
2016
Q4 		$4.35M Buy
71,260
+62,173
+684% +$3.76M 0.04% 388
2016
Q3 		$553K Buy
9,087
+74
+0.8% +$4.46K 0.01% 935
2016
Q2 		$523K Sell
9,013
-2,110
-19% -$122K 0.01% 901
2016
Q1 		$642K Sell
11,123
-17,439
-61% -$950K 0.01% 810
2015
Q4 		$1.65M Buy
28,562
+1,449
+5% +$85K 0.02% 580
2015
Q3 		$1.5M Sell
27,113
-144,882
-84% -$8.6M 0.02% 585
2015
Q2 		$10.6M Buy
171,995
+19,395
+13% +$1.23M 0.12% 199
2015
Q1 		$9.64M Buy
152,600
+148,977
+4,112% +$9.09M 0.12% 223
2014
Q4 		$218K Sell
3,623
-1,967
-35% -$118K ﹤0.01% 1076
2014
Q3 		$337K Buy
+5,590
New +$347K 0.01% 904
2014
Q2 		– Sell
-6,688
Closed -$399K – 939
2014
Q1 		$399K Hold
6,688
– – 0.01% 694
2013
Q4 		$397K Sell
6,688
-352
-5% -$20.3K 0.01% 465
2013
Q3 		$391K Buy
7,040
+6
+0.1% +$326 0.01% 503
2013
Q2 		$362K Buy
+7,034
New +$374K 0.01% 564

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BT
Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

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

United Capital Financial Advisors reduced its Vanguard Total World Stock ETF (VT) stake by 1.7% in Q2 2026, selling an estimated $193K and leaving 72,017 shares worth $11.3M. The position accounts for 0.06% of the portfolio, ranked #238.

United Capital Financial Advisors first reported a position in VT in Q2 2013 and has held it in 52 quarters since. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • United Capital Financial Advisors held 72,017 shares of Vanguard Total World Stock ETF worth $11.3M as of Q2 2026.
  • United Capital Financial Advisors sold 1,263 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $193K.
  • Vanguard Total World Stock ETF made up 0.06% of United Capital Financial Advisors's portfolio in Q2 2026, its #238 holding.
  • United Capital Financial Advisors first reported a position in Vanguard Total World Stock ETF in Q2 2013 and has held it in 52 quarters since.
  • 1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

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