VANGUARD WORLD FDS

Ticker: VFH CUSIP: 92204A405 Class: Com

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

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

Q4 2025
Shares 20,925 Value ($000) $2,793 Avg Close Range
Q3 2025
Shares 4,728 Value ($000) $620 Avg Close Range
Q2 2025
Shares 4,727 Value ($000) $602 Avg Close Range
Q1 2025
Shares 4,726 Value ($000) $565 Avg Close Range
Q4 2024
Shares 4,725 Value ($000) $558 Avg Close Range
Q3 2024
Shares 4,503 Value ($000) $495 Avg Close Range
Q2 2024
Shares 4,553 Value ($000) $455 Avg Close Range
Q1 2024
Shares 6,131 Value ($000) $628 Avg Close Range
Q4 2023
Shares 8,827 Value ($000) $814 Avg Close Range
Q3 2023
Shares 11,193 Value ($000) $899 Avg Close Range
Q2 2023
Shares 12,447 Value ($000) $1,011 Avg Close Range
Q1 2023
Shares 13,684 Value ($000) $1,066 Avg Close Range
Q4 2022
Shares 18,124 Value ($000) $1,499 Avg Close Range
Q3 2022
Shares 16,159 Value ($000) $1,203 Avg Close Range
Q2 2022
Shares 15,167 Value ($000) $1,171 Avg Close Range
Q1 2022
Shares 15,890 Value ($000) $1,484 Avg Close Range
Q4 2021
Shares 15,411 Value ($000) $1,488 Avg Close Range
Q3 2021
Shares 13,482 Value ($000) $1,249 Avg Close Range
Q2 2021
Shares 12,702 Value ($000) $1,149 Avg Close Range
Q1 2021
Shares 16,083 Value ($000) $1,359 Avg Close Range
Q4 2020
Shares 14,690 Value ($000) $1,070 Avg Close Range
Q3 2020
Shares 12,199 Value ($000) $714 Avg Close Range
Q2 2020
Shares 14,835 Value ($000) $849 Avg Close Range
Q1 2020
Shares 15,861 Value ($000) $804 Avg Close Range
Q4 2019
Shares 19,267 Value ($000) $1,470 Avg Close Range
Q3 2019
Shares 14,909 Value ($000) $1,044 Avg Close Range
Q2 2019
Shares 13,240 Value ($000) $914 Avg Close Range
Q1 2019
Shares 12,863 Value ($000) $830 Avg Close Range
Q4 2018
Shares 14,098 Value ($000) $829 Avg Close Range
Q3 2018
Shares 33,037 Value ($000) $2,292 Avg Close Range
Q2 2018
Shares 33,442 Value ($000) $2,256 Avg Close Range
Q1 2018
Shares 31,316 Value ($000) $2,176 Avg Close Range
Q3 2017
Shares 11,778 Value ($000) $770 Avg Close Range
Q2 2017
Shares 12,059 Value ($000) $754 Avg Close Range
Q1 2017
Shares 13,530 Value ($000) $818 Avg Close Range
Q4 2016
Shares 11,802 Value ($000) $700 Avg Close Range
Q2 2016
Shares 5,545 Value ($000) $261 Avg Close Range