Question 1

How many shares of VTV does UNITED CAPITAL FINANCIAL ADVISORS, LLC own?

Accepted Answer

As of 2026-Q1, UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 1.4M shares of VTV (VANGUARD INDEX FDS).

Question 2

What is UNITED CAPITAL FINANCIAL ADVISORS, LLC's VTV position worth?

Accepted Answer

As of 2026-Q1, UNITED CAPITAL FINANCIAL ADVISORS, LLC's VTV position is worth $281.4M.

Question 3

Is UNITED CAPITAL FINANCIAL ADVISORS, LLC buying or selling VTV?

Accepted Answer

In 2026-Q1, UNITED CAPITAL FINANCIAL ADVISORS, LLC decreased their VTV position (-1.2% change in shares).

Question 4

When did UNITED CAPITAL FINANCIAL ADVISORS, LLC first buy VTV?

Accepted Answer

Based on available 13F filings, UNITED CAPITAL FINANCIAL ADVISORS, LLC first reported a position in VTV in 2026-Q1. They have held the position across 29 quarters.