UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1463217
IRVING, TX
Position in VB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$30,761,718
+$124,997 QoQ
Shares Held
117,447
-1.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $30,761,718 | 117,447 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $30,636,721 | 118,770 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $29,868,237 | 117,462 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $27,432,093 | 115,757 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $24,939,557 | 112,467 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $27,160,530 | 113,037 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $26,883,720 | 113,333 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $24,954,023 | 114,447 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $25,475,212 | 111,445 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $24,539,776 | 115,032 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $26,598,934 | 140,683 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $32,098,658 | 161,389 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $31,352,465 | 165,396 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $33,505,961 | 182,554 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $31,963,075 | 187,017 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $31,882,954 | 181,040 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $39,103,680 | 184,000 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $41,416,332 | 183,250 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $38,904,454 | 177,914 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $39,703,121 | 176,239 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $35,739,585 | 166,945 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $28,716,857 | 147,508 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $23,550,009 | 153,121 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $21,264,628 | 145,928 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $16,154,673 | 139,940 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||