VANGUARD WORLD FD

Ticker: VSGX CUSIP: 921910725 Class: ESG INTL STK ETF

UNITED CAPITAL FINANCIAL ADVISORS, LLC's Holding History (CIK: 0001463217)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 5,081 Value ($000) $364 Avg Close Range
Q3 2025
Shares 5,091 Value ($000) $353 Avg Close Range
Q2 2025
Shares 5,072 Value ($000) $332 Avg Close Range
Q4 2024
Shares 6,325 Value ($000) $359 Avg Close Range
Q2 2024
Shares 3,788 Value ($000) $217 Avg Close Range
Q1 2024
Shares 4,582 Value ($000) $263 Avg Close Range
Q4 2023
Shares 4,667 Value ($000) $258 Avg Close Range
Q3 2023
Shares 4,703 Value ($000) $237 Avg Close Range
Q2 2023
Shares 6,494 Value ($000) $345 Avg Close Range
Q1 2023
Shares 17,568 Value ($000) $920 Avg Close Range
Q4 2022
Shares 17,284 Value ($000) $850 Avg Close Range
Q3 2022
Shares 17,950 Value ($000) $780 Avg Close Range
Q2 2022
Shares 16,774 Value ($000) $823 Avg Close Range
Q1 2022
Shares 16,594 Value ($000) $949 Avg Close Range
Q4 2021
Shares 15,734 Value ($000) $976 Avg Close Range
Q3 2021
Shares 16,443 Value ($000) $1,015 Avg Close Range
Q2 2021
Shares 14,049 Value ($000) $901 Avg Close Range
Q1 2021
Shares 13,967 Value ($000) $857 Avg Close Range
Q4 2020
Shares 12,232 Value ($000) $725 Avg Close Range
Q3 2020
Shares 10,880 Value ($000) $561 Avg Close Range
Q2 2020
Shares 9,702 Value ($000) $467 Avg Close Range
Q1 2020
Shares 8,795 Value ($000) $362 Avg Close Range
Q4 2019
Shares 7,547 Value ($000) $403 Avg Close Range
Q3 2019
Shares 4,804 Value ($000) $237 Avg Close Range