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

United Capital Financial Advisers, LLC

  • $12 Billion
  • Q1 2024

A detailed history of United Capital Financial Advisers, LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 161,106 shares of VBK stock, worth $40.2 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
161,106
Previous 166,674 3.34%
Holding current value
$40.2 Million
Previous $40.3 Million 4.24%
% of portfolio
0.35%
Previous 0.34%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
SELL
$231.0 - $260.72 $1.29 Million - $1.45 Million
-5,568 Reduced 3.34%
161,106 $42 Million
Q4 2023

Feb 14, 2024
SELL
$196.36 - $245.46 $10.4 Million - $13 Million
-52,925 Reduced 24.1%
166,674 $40.3 Million
Q3 2023

Nov 14, 2023
SELL
$210.59 - $239.48 $12.9 Million - $14.7 Million
-61,239 Reduced 21.81%
219,599 $47 Million
Q2 2023

Aug 14, 2023
SELL
$209.12 - $229.74 $2.61 Million - $2.86 Million
-12,470 Reduced 4.25%
280,838 $64.5 Million
Q1 2023

Aug 14, 2023
BUY
$198.77 - $233.54 $2.36 Million - $2.78 Million
11,886 Added 4.23%
292,724 $63.3 Million
Q1 2023

May 15, 2023
SELL
$198.77 - $233.54 $1.75 Million - $2.06 Million
-8,826 Reduced 2.92%
293,308 $63.5 Million
Q4 2022

Feb 14, 2023
SELL
$195.34 - $216.09 $2.28 Million - $2.53 Million
-11,695 Reduced 3.73%
302,134 $60.6 Million
Q3 2022

Nov 14, 2022
BUY
N/A
7,985 Added 2.61%
313,829 $61.2 Million
Q2 2022

Aug 11, 2022
BUY
N/A
1,897 Added 0.62%
305,844 $60.3 Million
Q1 2022

May 16, 2022
BUY
N/A
1,222 Added 0.4%
303,947 $75.4 Million
Q4 2021

Feb 14, 2022
SELL
N/A
-2,614 Reduced 0.86%
302,725 $85.3 Million
Q3 2021

Nov 15, 2021
SELL
N/A
-3,146 Reduced 1.02%
305,339 $85.5 Million
Q2 2021

Aug 13, 2021
BUY
N/A
1,883 Added 0.61%
308,485 $89.4 Million
Q1 2021

May 14, 2021
SELL
N/A
-7,582 Reduced 2.41%
306,602 $84.2 Million
Q4 2020

Feb 17, 2021
SELL
N/A
-45,014 Reduced 12.53%
314,184 $84.1 Million
Q3 2020

Nov 13, 2020
SELL
N/A
-9,494 Reduced 2.58%
359,198 $77.2 Million
Q2 2020

Aug 13, 2020
SELL
N/A
-11,065 Reduced 2.91%
368,692 $73.6 Million
Q1 2020

May 15, 2020
BUY
N/A
26,086 Added 7.38%
379,757 $57.1 Million
Q4 2019

Feb 14, 2020
SELL
N/A
-1,521 Reduced 0.43%
353,671 $70.3 Million
Q3 2019

Nov 14, 2019
BUY
N/A
81 Added 0.02%
355,192 $64.7 Million
Q2 2019

Aug 13, 2019
BUY
N/A
5,299 Added 1.51%
355,111 $66.1 Million
Q1 2019

May 14, 2019
BUY
N/A
317 Added 0.09%
349,812 $62.9 Million
Q4 2018

Feb 14, 2019
SELL
N/A
-2,239 Reduced 0.64%
349,495 $52.6 Million
Q3 2018

Nov 14, 2018
BUY
N/A
102 Added 0.03%
351,734 $65.9 Million
Q2 2018

Aug 14, 2018
BUY
N/A
797 Added 0.23%
351,632 $61.8 Million
Q1 2018

May 15, 2018
BUY
N/A
34,090 Added 10.76%
350,835 $57.5 Million
Q4 2017

Feb 13, 2018
SELL
N/A
-1,494 Reduced 0.47%
316,745 $51.3 Million
Q3 2017

Nov 14, 2017
BUY
N/A
2,325 Added 0.74%
318,239 $48.6 Million
Q2 2017

Aug 14, 2017
BUY
N/A
315,914
315,914 $46 Million

Others Institutions Holding VBK

# of Institutions
1,068
Shares Held
39.7M
Call Options Held
45.9K
Put Options Held
17.7K
View Full List

About VANGUARD SMALL-CAP GROWTH ETF

VBK Quotes by TradingView
  • Ticker VBK
  • Sector ETFs
  • Industry ETFs
More about VBK
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