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United Capital Financial Advisors’s Vanguard Large-Cap ETF VV Stock Holding History

United Capital Financial Advisors’s Portfolio VV Stock Details VV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$24.1M Sell
80,520
-115
-0.1% -$36K 0.15% 128
2025
Q4 		$25.4M Buy
80,635
+24,186
+43% +$7.55M 0.15% 117
2025
Q3 		$17.4M Sell
56,449
-418
-0.7% -$124K 0.12% 144
2025
Q2 		$16.2M Sell
56,867
-1,008
-2% -$266K 0.13% 134
2025
Q1 		$14.9M Sell
57,875
-430
-0.7% -$116K 0.13% 135
2024
Q4 		$15.7M Sell
58,305
-1,998
-3% -$541K 0.13% 133
2024
Q3 		$15.9M Sell
60,303
-772
-1% -$196K 0.13% 143
2024
Q2 		$15.2M Sell
61,075
-1,391
-2% -$334K 0.13% 144
2024
Q1 		$15M Sell
62,466
-945
-1% -$216K 0.12% 152
2023
Q4 		$13.8M Sell
63,411
-26,190
-29% -$5.35M 0.11% 156
2023
Q3 		$17.5M Sell
89,601
-3,033
-3% -$618K 0.11% 164
2023
Q2 		$18.8M Sell
92,634
-1,361
-1% -$261K 0.1% 171
2023
Q1 		$17.6M Sell
93,995
-8,035
-8% -$1.46M 0.1% 183
2022
Q4 		$17.8M Sell
102,030
-9,451
-8% -$1.66M 0.1% 183
2022
Q3 		$18.2M Sell
111,481
-898
-0.8% -$163K 0.11% 175
2022
Q2 		$19.4M Sell
112,379
-935
-0.8% -$175K 0.11% 180
2022
Q1 		$23.6M Buy
113,314
+9,887
+10% +$2.03M 0.11% 170
2021
Q4 		$22.9M Sell
103,427
-1,738
-2% -$373K 0.11% 184
2021
Q3 		$21.1M Sell
105,165
-2,829
-3% -$585K 0.11% 184
2021
Q2 		$21.7M Buy
107,994
+1,307
+1% +$255K 0.11% 183
2021
Q1 		$19.8M Sell
106,687
-2,019
-2% -$366K 0.11% 180
2020
Q4 		$19.1M Sell
108,706
-16,549
-13% -$2.75M 0.12% 183
2020
Q3 		$19.6M Sell
125,255
-95
-0.1% -$14.6K 0.13% 176
2020
Q2 		$17.9M Sell
125,350
-2,166
-2% -$293K 0.13% 173
2020
Q1 		$15.1M Buy
127,516
+1,732
+1% +$243K 0.12% 181
2019
Q4 		$18.6M Sell
125,784
-367
-0.3% -$51.9K 0.12% 210
2019
Q3 		$17.2M Buy
126,151
+1,385
+1% +$188K 0.12% 211
2019
Q2 		$16.8M Sell
124,766
-3,827
-3% -$506K 0.11% 201
2019
Q1 		$16.7M Buy
128,593
+551
+0.4% +$68.9K 0.12% 191
2018
Q4 		$14.7M Sell
128,042
-5,368
-4% -$665K 0.12% 181
2018
Q3 		$17.8M Sell
133,410
-2,508
-2% -$329K 0.13% 177
2018
Q2 		$17M Sell
135,918
-4,917
-3% -$611K 0.13% 177
2018
Q1 		$17.1M Sell
140,835
-3,704
-3% -$465K 0.13% 179
2017
Q4 		$17.8M Sell
144,539
-9,782
-6% -$1.17M 0.14% 169
2017
Q3 		$17.8M Sell
154,321
-1,244
-0.8% -$141K 0.15% 153
2017
Q2 		$17.3M Sell
155,565
-2,771
-2% -$305K 0.15% 152
2017
Q1 		$17.1M Sell
158,336
-22,931
-13% -$2.44M 0.16% 147
2016
Q4 		$18.6M Buy
181,267
+5,279
+3% +$529K 0.18% 121
2016
Q3 		$17.5M Sell
175,988
-1,310
-0.7% -$130K 0.17% 142
2016
Q2 		$17M Sell
177,298
-3,884
-2% -$369K 0.17% 132
2016
Q1 		$17M Buy
181,182
+2,233
+1% +$199K 0.19% 110
2015
Q4 		$16.7M Sell
178,949
-4,854
-3% -$457K 0.19% 107
2015
Q3 		$16.2M Buy
183,803
+2,413
+1% +$225K 0.19% 98
2015
Q2 		$17.2M Sell
181,390
-2,493
-1% -$241K 0.2% 114
2015
Q1 		$17.6M Buy
183,883
+122,720
+201% +$11.7M 0.22% 117
2014
Q4 		$5.77M Sell
61,163
-346
-0.6% -$31.9K 0.09% 238
2014
Q3 		$5.56M Sell
61,509
-1,751
-3% -$159K 0.1% 234
2014
Q2 		$5.69M Sell
63,260
-294
-0.5% -$25.7K 0.11% 215
2014
Q1 		$5.47M Buy
+63,554
New +$5.37M 0.12% 198
2013
Q4 		– Sell
-33,159
Closed -$2.56M – 769
2013
Q3 		$2.56M Sell
33,159
-779
-2% -$59.9K 0.08% 222
2013
Q2 		$2.49M Buy
+33,938
New +$2.5M 0.07% 280

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

United Capital Financial Advisors reduced its Vanguard Large-Cap ETF (VV) stake by 0.14% in Q1 2026, selling an estimated $36K and leaving 80,520 shares worth $24.1M. The position accounts for 0.15% of the portfolio, ranked #128.

United Capital Financial Advisors first reported a position in VV in Q2 2013 and has held it in 51 quarters since. The position peaked at $25.4M in Q4 2025. 1,308 funds tracked by Wall St. Rank hold VV as of Q1 2026.

  • United Capital Financial Advisors held 80,520 shares of Vanguard Large-Cap ETF worth $24.1M as of Q1 2026.
  • United Capital Financial Advisors sold 115 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $36K.
  • Vanguard Large-Cap ETF made up 0.15% of United Capital Financial Advisors's portfolio in Q1 2026, its #128 holding.
  • United Capital Financial Advisors first reported a position in Vanguard Large-Cap ETF in Q2 2013 and has held it in 51 quarters since.
  • United Capital Financial Advisors's Vanguard Large-Cap ETF position peaked at $25.4M in Q4 2025.
  • 1,308 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

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