VANGUARD TAX-MANAGED FDS

Ticker: VEA CUSIP: 921943858 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 385,382 Value ($000) $24,075 Avg Close Range
Q3 2025
Shares 389,554 Value ($000) $23,342 Avg Close Range
Q2 2025
Shares 396,543 Value ($000) $22,607 Avg Close Range
Q1 2025
Shares 402,349 Value ($000) $20,451 Avg Close Range
Q4 2024
Shares 405,551 Value ($000) $19,393 Avg Close Range
Q3 2024
Shares 402,641 Value ($000) $21,263 Avg Close Range
Q2 2024
Shares 392,879 Value ($000) $19,416 Avg Close Range
Q1 2024
Shares 365,413 Value ($000) $18,333 Avg Close Range
Q4 2023
Shares 380,785 Value ($000) $18,240 Avg Close Range
Q3 2023
Shares 625,096 Value ($000) $27,329 Avg Close Range
Q2 2023
Shares 1,039,104 Value ($000) $47,986 Avg Close Range
Q1 2023
Shares 1,065,296 Value ($000) $48,119 Avg Close Range
Q4 2022
Shares 1,073,270 Value ($000) $45,045 Avg Close Range
Q3 2022
Shares 1,056,122 Value ($000) $38,401 Avg Close Range
Q2 2022
Shares 1,059,278 Value ($000) $43,219 Avg Close Range
Q1 2022
Shares 1,089,927 Value ($000) $52,349 Avg Close Range
Q4 2021
Shares 1,130,776 Value ($000) $57,737 Avg Close Range
Q3 2021
Shares 1,136,241 Value ($000) $57,369 Avg Close Range
Q2 2021
Shares 1,164,763 Value ($000) $60,009 Avg Close Range
Q1 2021
Shares 1,132,806 Value ($000) $55,632 Avg Close Range
Q4 2020
Shares 1,136,724 Value ($000) $53,665 Avg Close Range
Q3 2020
Shares 1,214,120 Value ($000) $49,658 Avg Close Range
Q2 2020
Shares 1,233,817 Value ($000) $47,860 Avg Close Range
Q1 2020
Shares 1,303,480 Value ($000) $43,458 Avg Close Range
Q4 2019
Shares 1,337,959 Value ($000) $58,950 Avg Close Range
Q3 2019
Shares 1,373,965 Value ($000) $56,442 Avg Close Range
Q2 2019
Shares 1,543,263 Value ($000) $64,370 Avg Close Range
Q1 2019
Shares 1,443,803 Value ($000) $59,008 Avg Close Range
Q4 2018
Shares 1,537,101 Value ($000) $57,026 Avg Close Range
Q3 2018
Shares 1,461,815 Value ($000) $63,253 Avg Close Range
Q2 2018
Shares 1,469,164 Value ($000) $63,027 Avg Close Range
Q1 2018
Shares 1,431,730 Value ($000) $63,354 Avg Close Range
Q4 2017
Shares 1,327,332 Value ($000) $59,544 Avg Close Range
Q3 2017
Shares 1,309,162 Value ($000) $56,831 Avg Close Range
Q2 2017
Shares 1,288,497 Value ($000) $53,241 Avg Close Range
Q1 2017
Shares 1,312,049 Value ($000) $51,564 Avg Close Range
Q4 2016
Shares 1,360,411 Value ($000) $49,709 Avg Close Range
Q3 2016
Shares 1,349,740 Value ($000) $50,494 Avg Close Range
Q2 2016
Shares 1,315,686 Value ($000) $46,049 Avg Close Range
Q1 2016
Shares 1,307,661 Value ($000) $46,919 Avg Close Range
Q4 2015
Shares 1,361,550 Value ($000) $49,996 Avg Close Range
Q3 2015
Shares 1,246,502 Value ($000) $44,425 Avg Close Range
Q2 2015
Shares 1,133,894 Value ($000) $44,959 Avg Close Range
Q1 2015
Shares 1,095,435 Value ($000) $45,318 Avg Close Range
Q4 2014
Shares 934,863 Value ($000) $35,413 Avg Close Range
Q3 2014
Shares 294,751 Value ($000) $11,716 Avg Close Range
Q2 2014
Shares 128,865 Value ($000) $5,488 Avg Close Range
Q1 2014
Shares 84,425 Value ($000) $3,484 Avg Close Range
Q4 2013
Shares 5,920 Value ($000) $247 Avg Close Range