United Capital Financial Advisers, LLC Vanguard Value ETF Transaction History

United Capital Financial Advisers, LLC

  • $13.5 Billion
  • Q3 2025

A detailed history of United Capital Financial Advisers, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 1,418,692 shares of VTV stock, worth $266 Million. This represents 1.97% of its overall portfolio holdings.

Number of Shares
1,418,692
Previous 1,388,095 2.2%
Holding current value
$266 Million
Previous $245 Million 7.84%
% of portfolio
1.97%
Previous 2.02%

Shares

35 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$175.51 - $186.57 $5.37 Million - $5.71 Million
30,597 Added 2.2%
1,418,692 $265 Million
Q2 2025

Aug 11, 2025
SELL
$153.67 - $176.74 $841,035 - $967,298
-5,473 Reduced 0.39%
1,388,095 $245 Million
Q1 2025

May 13, 2025
BUY
$167.73 - $179.21 $5.58 Million - $5.96 Million
33,266 Added 2.45%
1,393,568 $241 Million
Q4 2024

Feb 13, 2025
BUY
$168.32 - $181.87 $213,093 - $230,247
1,266 Added 0.09%
1,360,302 $230 Million
Q3 2024

Nov 12, 2024
BUY
$159.75 - $174.57 $4.6 Million - $5.03 Million
28,800 Added 2.17%
1,359,036 $237 Million
Q2 2024

Aug 14, 2024
SELL
$154.57 - $163.65 $4.03 Million - $4.26 Million
-26,041 Reduced 1.92%
1,330,236 $213 Million
Q1 2024

May 15, 2024
SELL
$147.46 - $162.86 $9.87 Million - $10.9 Million
-66,902 Reduced 4.7%
1,356,277 $221 Million
Q4 2023

Feb 14, 2024
SELL
$131.82 - $149.95 $106 Million - $121 Million
-807,537 Reduced 36.2%
1,423,179 $213 Million
Q3 2023

Nov 14, 2023
SELL
$137.93 - $147.18 $118 Million - $126 Million
-857,001 Reduced 27.76%
2,230,716 $308 Million
Q2 2023

Aug 14, 2023
SELL
$134.74 - $142.42 $2.62 Million - $2.77 Million
-19,434 Reduced 0.63%
3,087,717 $439 Million
Q1 2023

Aug 14, 2023
BUY
$132.13 - $144.96 $2.4 Million - $2.63 Million
18,149 Added 0.59%
3,105,866 $429 Million
Q1 2023

May 15, 2023
SELL
$132.13 - $144.96 $15.3 Million - $16.7 Million
-115,482 Reduced 3.58%
3,107,151 $429 Million
Q4 2022

Feb 14, 2023
SELL
$124.69 - $146.24 $18.9 Million - $22.2 Million
-151,721 Reduced 4.5%
3,222,633 $452 Million
Q3 2022

Nov 14, 2022
SELL
$123.48 - $143.43 $12.2 Million - $14.1 Million
-98,413 Reduced 2.83%
3,374,354 $417 Million
Q2 2022

Aug 11, 2022
SELL
$128.01 - $150.8 $14.1 Million - $16.6 Million
-109,979 Reduced 3.07%
3,472,767 $458 Million
Q1 2022

May 16, 2022
SELL
$140.46 - $150.33 $21.8 Million - $23.3 Million
-154,938 Reduced 4.15%
3,582,746 $529 Million
Q4 2021

Feb 14, 2022
SELL
$136.43 - $147.24 $1.91 Million - $2.06 Million
-14,016 Reduced 0.37%
3,737,684 $550 Million
Q3 2021

Nov 15, 2021
SELL
$134.5 - $142.48 $1.28 Million - $1.36 Million
-9,518 Reduced 0.25%
3,751,700 $508 Million
Q2 2021

Aug 13, 2021
SELL
$132.12 - $141.17 $1.2 Million - $1.28 Million
-9,053 Reduced 0.24%
3,761,218 $517 Million
Q1 2021

May 14, 2021
BUY
$117.44 - $132.31 $15.2 Million - $17.1 Million
129,306 Added 3.55%
3,770,271 $496 Million
Q4 2020

Feb 17, 2021
BUY
$101.75 - $119.15 $7.97 Million - $9.34 Million
78,354 Added 2.2%
3,640,965 $433 Million
Q3 2020

Nov 13, 2020
BUY
$98.37 - $109.49 $19.5 Million - $21.7 Million
198,609 Added 5.9%
3,562,611 $372 Million
Q2 2020

Aug 13, 2020
BUY
$85.23 - $110.16 $4.59 Million - $5.93 Million
53,823 Added 1.63%
3,364,002 $335 Million
Q1 2020

May 15, 2020
BUY
$76.76 - $121.42 $15.7 Million - $24.8 Million
204,642 Added 6.59%
3,310,179 $284 Million
Q4 2019

Feb 14, 2020
SELL
$107.9 - $120.77 $1.37 Million - $1.53 Million
-12,660 Reduced 0.41%
3,105,537 $372 Million
Q3 2019

Nov 14, 2019
BUY
$111.23 - $113.16 $3.19 Million - $3.25 Million
28,693 Added 0.93%
3,118,197 $348 Million
Q2 2019

Aug 13, 2019
BUY
N/A
75,457 Added 2.5%
3,089,504 $343 Million
Q1 2019

May 14, 2019
BUY
N/A
51,723 Added 1.75%
3,014,047 $324 Million
Q4 2018

Feb 14, 2019
SELL
N/A
-31,277 Reduced 1.04%
2,962,324 $290 Million
Q3 2018

Nov 14, 2018
BUY
N/A
73,634 Added 2.52%
2,993,601 $331 Million
Q2 2018

Aug 14, 2018
BUY
N/A
111,779 Added 3.98%
2,919,967 $303 Million
Q1 2018

May 15, 2018
BUY
N/A
193,363 Added 7.39%
2,808,188 $290 Million
Q4 2017

Feb 13, 2018
BUY
N/A
73,166 Added 2.88%
2,614,825 $279 Million
Q3 2017

Nov 14, 2017
BUY
N/A
77,005 Added 3.12%
2,541,659 $254 Million
Q2 2017

Aug 14, 2017
BUY
N/A
2,464,654
2,464,654 $238 Million

Others Institutions Holding VTV

# of Institutions
2,755
Shares Held
586M
Call Options Held
159K
Put Options Held
38.8K
View Full List

About VANGUARD VALUE ETF

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