United Capital Financial Advisers, LLC Vanguard Index Fds S&P 500 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 Index Fds S&P 500 ETF stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 1,656,638 shares of VOO stock, worth $862 Million. This represents 7.64% of its overall portfolio holdings.

Number of Shares

1,656,638

Previous 1,714,674 3.38%

Holding current value

$862 Million

Previous $905 Million 1.34%

% of portfolio

7.64%

Previous 4.55%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$521.84 - $558.82 $30.3 Million - $32.4 Million	-58,036 Reduced 3.38%	1,656,638 $893 Million
Q3 2024 Nov 12, 2024	SELL	$475.2 - $527.7 $31.9 Million - $35.4 Million	-67,061 Reduced 3.76%	1,714,674 $905 Million
Q2 2024 Aug 14, 2024	SELL	$455.1 - $504.28 $43.7 Million - $48.5 Million	-96,078 Reduced 5.12%	1,781,735 $891 Million
Q1 2024 May 15, 2024	SELL	$429.43 - $481.35 $61.6 Million - $69.1 Million	-143,451 Reduced 7.1%	1,877,813 $903 Million
Q4 2023 Feb 14, 2024	SELL	$377.32 - $438.19 $732 Million - $850 Million	-1,939,542 Reduced 48.97%	2,021,264 $883 Million
Q3 2023 Nov 14, 2023	SELL	$392.7 - $420.68 $213 Million - $228 Million	-541,896 Reduced 12.03%	3,960,806 $1.56 Billion
Q2 2023 Aug 14, 2023	BUY	$371.44 - $407.28 $54.3 Million - $59.5 Million	146,157 Added 3.35%	4,502,702 $1.83 Billion
Q1 2023 Aug 14, 2023	SELL	$348.66 - $382.94 $51 Million - $56 Million	-146,292 Reduced 3.25%	4,356,410 $1.64 Billion
Q1 2023 May 15, 2023	BUY	$348.66 - $382.94 $104 Million - $114 Million	297,048 Added 7.32%	4,356,545 $1.64 Billion
Q4 2022 Feb 14, 2023	BUY	$327.64 - $374.54 $107 Million - $123 Million	327,632 Added 8.78%	4,059,497 $1.43 Billion
Q3 2022 Nov 14, 2022	BUY	$328.3 - $395.04 $139 Million - $167 Million	423,441 Added 12.8%	3,731,865 $1.23 Billion
Q2 2022 Aug 11, 2022	BUY	$337.07 - $419.85 $108 Million - $135 Million	321,064 Added 10.75%	3,308,424 $1.15 Billion
Q1 2022 May 16, 2022	BUY	$382.7 - $439.25 $135 Million - $155 Million	351,770 Added 13.35%	2,987,360 $1.24 Billion
Q4 2021 Feb 14, 2022	BUY	$394.21 - $439.01 $130 Million - $145 Million	330,671 Added 14.35%	2,635,590 $1.15 Billion
Q3 2021 Nov 15, 2021	BUY	$390.68 - $416.73 $131 Million - $140 Million	334,925 Added 17.0%	2,304,919 $909 Million
Q2 2021 Aug 13, 2021	BUY	$368.16 - $394.32 $155 Million - $166 Million	421,040 Added 27.18%	1,969,994 $775 Million
Q1 2021 May 14, 2021	BUY	$339.03 - $365.24 $134 Million - $144 Million	394,062 Added 34.12%	1,548,954 $564 Million
Q4 2020 Feb 17, 2021	BUY	$299.82 - $343.69 $94.3 Million - $108 Million	314,464 Added 37.42%	1,154,892 $397 Million
Q3 2020 Nov 13, 2020	BUY	$285.37 - $328.74 $224 Million - $259 Million	786,520 Added 1459.0%	840,428 $259 Million
Q2 2020 Aug 13, 2020	BUY	$226.15 - $297.17 $1.77 Million - $2.32 Million	7,805 Added 16.93%	53,908 $15.3 Million
Q1 2020 May 15, 2020	BUY	$204.27 - $310.92 $1.32 Million - $2 Million	6,441 Added 16.24%	46,103 $10.4 Million
Q4 2019 Feb 14, 2020	SELL	$264.57 - $296.67 $600,573 - $673,440	-2,270 Reduced 5.41%	39,662 $11.7 Million
Q3 2019 Nov 14, 2019	SELL	$260.57 - $277.38 $1.14 Million - $1.21 Million	-4,367 Reduced 9.43%	41,932 $11.4 Million
Q2 2019 Aug 13, 2019	BUY	$252.12 - $271.73 $458,102 - $493,733	1,817 Added 4.08%	46,299 $12.5 Million
Q1 2019 May 14, 2019	SELL	$224.5 - $261.43 $345,954 - $402,863	-1,541 Reduced 3.35%	44,482 $11.5 Million
Q4 2018 Feb 14, 2019	SELL	$215.07 - $268.24 $181,519 - $226,394	-844 Reduced 1.8%	46,023 $10.6 Million
Q3 2018 Nov 14, 2018	BUY	$248.79 - $269.75 $77,871 - $84,431	313 Added 0.67%	46,867 $12.5 Million
Q2 2018 Aug 14, 2018	BUY	$236.48 - $256.33 $14,898 - $16,148	63 Added 0.14%	46,554 $11.6 Million
Q1 2018 May 15, 2018	SELL	$236.79 - $263.36 $1.55 Million - $1.72 Million	-6,530 Reduced 12.32%	46,491 $11.3 Million
Q4 2017 Feb 13, 2018	BUY	$231.73 - $247.65 $716,277 - $765,486	3,091 Added 6.19%	53,021 $13.1 Million
Q3 2017 Nov 14, 2017	SELL	$228.78 - $230.76 $117,364 - $118,379	-513 Reduced 1.02%	49,930 $11.5 Million
Q2 2017 Aug 14, 2017	BUY	N/A	50,443	50,443 $11.2 Million

Others Institutions Holding VOO

# of Institutions

3,543

Shares Held

474M

Call Options Held

2.36M

Put Options Held

2.13M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

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United Capital Financial Advisers, LLC Vanguard Index Fds S&P 500 ETF Transaction History