United Capital Financial Advisers, LLC Vanguard Small Cap ETF Transaction History

United Capital Financial Advisers, LLC

  • $11.7 Billion
  • Q4 2024

A detailed history of United Capital Financial Advisers, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 113,037 shares of VB stock, worth $27.1 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
113,037
Previous 113,333 0.26%
Holding current value
$27.1 Million
Previous $26.9 Million 1.03%
% of portfolio
0.23%
Previous 0.14%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
SELL
$233.76 - $261.58 $69,192 - $77,427
-296 Reduced 0.26%
113,037 $27.2 Million
Q3 2024

Nov 12, 2024
SELL
$214.77 - $237.72 $239,253 - $264,820
-1,114 Reduced 0.97%
113,333 $26.9 Million
Q2 2024

Aug 14, 2024
BUY
$210.76 - $226.94 $632,701 - $681,273
3,002 Added 2.69%
114,447 $25 Million
Q1 2024

May 15, 2024
SELL
$204.0 - $228.59 $731,748 - $819,952
-3,587 Reduced 3.12%
111,445 $25.5 Million
Q4 2023

Feb 14, 2024
SELL
$175.26 - $215.9 $4.5 Million - $5.54 Million
-25,651 Reduced 18.23%
115,032 $24.5 Million
Q3 2023

Nov 14, 2023
SELL
$186.24 - $208.75 $3.86 Million - $4.32 Million
-20,706 Reduced 12.83%
140,683 $26.6 Million
Q2 2023

Aug 14, 2023
SELL
$181.26 - $198.89 $726,308 - $796,952
-4,007 Reduced 2.42%
161,389 $32.1 Million
Q1 2023

Aug 14, 2023
BUY
$179.51 - $208.76 $719,296 - $836,501
4,007 Added 2.48%
165,396 $31.4 Million
Q1 2023

May 15, 2023
SELL
$179.51 - $208.76 $3.08 Million - $3.58 Million
-17,158 Reduced 9.4%
165,396 $31.4 Million
Q4 2022

Feb 14, 2023
SELL
$172.82 - $196.57 $771,295 - $877,291
-4,463 Reduced 2.39%
182,554 $33.5 Million
Q3 2022

Nov 14, 2022
BUY
$170.45 - $206.62 $1.02 Million - $1.23 Million
5,977 Added 3.3%
187,017 $32 Million
Q2 2022

Aug 11, 2022
SELL
$170.7 - $214.67 $505,271 - $635,423
-2,960 Reduced 1.61%
181,040 $31.9 Million
Q1 2022

May 16, 2022
BUY
$198.73 - $227.97 $149,047 - $170,977
750 Added 0.41%
184,000 $39.1 Million
Q4 2021

Feb 14, 2022
BUY
$215.13 - $239.37 $1.15 Million - $1.28 Million
5,336 Added 3.0%
183,250 $41.4 Million
Q3 2021

Nov 15, 2021
BUY
$211.9 - $229.42 $354,932 - $384,278
1,675 Added 0.95%
177,914 $38.9 Million
Q2 2021

Aug 13, 2021
BUY
$211.77 - $228.05 $1.97 Million - $2.12 Million
9,294 Added 5.57%
176,239 $39.7 Million
Q1 2021

May 14, 2021
BUY
$191.53 - $223.48 $3.72 Million - $4.34 Million
19,437 Added 13.18%
166,945 $35.7 Million
Q4 2020

Feb 17, 2021
SELL
$156.0 - $196.91 $875,628 - $1.11 Million
-5,613 Reduced 3.67%
147,508 $28.7 Million
Q3 2020

Nov 13, 2020
BUY
$143.34 - $162.04 $1.03 Million - $1.17 Million
7,193 Added 4.93%
153,121 $23.6 Million
Q2 2020

Aug 13, 2020
BUY
$106.26 - $156.76 $636,284 - $938,678
5,988 Added 4.28%
145,928 $21.3 Million
Q1 2020

May 15, 2020
BUY
$98.45 - $170.48 $363,280 - $629,071
3,690 Added 2.71%
139,940 $16.2 Million
Q4 2019

Feb 14, 2020
BUY
$149.04 - $166.74 $232,949 - $260,614
1,563 Added 1.16%
136,250 $22.5 Million
Q3 2019

Nov 14, 2019
BUY
$153.32 - $158.01 $1.72 Million - $1.77 Million
11,188 Added 9.06%
134,687 $20.7 Million
Q2 2019

Aug 13, 2019
BUY
N/A
51,521 Added 71.58%
123,499 $19.3 Million
Q1 2019

May 14, 2019
BUY
N/A
6,377 Added 9.72%
71,978 $11 Million
Q4 2018

Feb 14, 2019
SELL
N/A
-3,060 Reduced 4.46%
65,601 $8.66 Million
Q3 2018

Nov 14, 2018
SELL
N/A
-1,101 Reduced 1.58%
68,661 $11.2 Million
Q2 2018

Aug 14, 2018
SELL
N/A
-1,862 Reduced 2.6%
69,762 $10.9 Million
Q1 2018

May 15, 2018
BUY
N/A
192 Added 0.27%
71,624 $10.5 Million
Q4 2017

Feb 13, 2018
SELL
N/A
-1,785 Reduced 2.44%
71,432 $10.6 Million
Q3 2017

Nov 14, 2017
BUY
N/A
1,216 Added 1.69%
73,217 $10.3 Million
Q2 2017

Aug 14, 2017
BUY
N/A
72,001
72,001 $9.76 Million

Others Institutions Holding VB

# of Institutions
2,318
Shares Held
161M
Call Options Held
74.8K
Put Options Held
50.8K
View Full List

About VANGUARD SMALL-CAP ETF

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  • Ticker VB
  • Sector ETFs
  • Industry ETFs
More about VB
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