VANGUARD INDEX FDS

Ticker: VOO CUSIP: 922908363 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 1,595,889 Value ($000) $1,000,830 Avg Close Range
Q3 2025
Shares 1,550,102 Value ($000) $949,251 Avg Close Range
Q2 2025
Shares 1,575,401 Value ($000) $894,875 Avg Close Range
Q1 2025
Shares 1,645,585 Value ($000) $845,682 Avg Close Range
Q4 2024
Shares 1,656,638 Value ($000) $892,613 Avg Close Range
Q3 2024
Shares 1,714,674 Value ($000) $904,782 Avg Close Range
Q2 2024
Shares 1,781,735 Value ($000) $891,099 Avg Close Range
Q1 2024
Shares 1,877,813 Value ($000) $902,665 Avg Close Range
Q4 2023
Shares 2,021,264 Value ($000) $882,888 Avg Close Range
Q3 2023
Shares 3,960,806 Value ($000) $1,555,408 Avg Close Range
Q2 2023
Shares 4,502,702 Value ($000) $1,833,861 Avg Close Range
Q1 2023
Shares 4,356,410 Value ($000) $1,638,315 Avg Close Range
Q4 2022
Shares 4,059,497 Value ($000) $1,426,264 Avg Close Range
Q3 2022
Shares 3,731,865 Value ($000) $1,225,171 Avg Close Range
Q2 2022
Shares 3,308,424 Value ($000) $1,147,626 Avg Close Range
Q1 2022
Shares 2,987,360 Value ($000) $1,240,262 Avg Close Range
Q4 2021
Shares 2,635,590 Value ($000) $1,150,619 Avg Close Range
Q3 2021
Shares 2,304,919 Value ($000) $909,060 Avg Close Range
Q2 2021
Shares 1,969,994 Value ($000) $775,232 Avg Close Range
Q1 2021
Shares 1,548,954 Value ($000) $564,284 Avg Close Range
Q4 2020
Shares 1,154,892 Value ($000) $396,925 Avg Close Range
Q3 2020
Shares 840,428 Value ($000) $258,558 Avg Close Range
Q2 2020
Shares 53,908 Value ($000) $15,279 Avg Close Range
Q1 2020
Shares 46,103 Value ($000) $10,448 Avg Close Range
Q4 2019
Shares 39,662 Value ($000) $11,732 Avg Close Range
Q3 2019
Shares 41,932 Value ($000) $11,431 Avg Close Range
Q2 2019
Shares 46,299 Value ($000) $12,461 Avg Close Range
Q1 2019
Shares 44,482 Value ($000) $11,545 Avg Close Range
Q4 2018
Shares 46,023 Value ($000) $10,577 Avg Close Range
Q3 2018
Shares 46,867 Value ($000) $12,516 Avg Close Range
Q2 2018
Shares 46,554 Value ($000) $11,616 Avg Close Range
Q1 2018
Shares 46,491 Value ($000) $11,255 Avg Close Range
Q4 2017
Shares 53,021 Value ($000) $13,051 Avg Close Range
Q3 2017
Shares 49,930 Value ($000) $11,522 Avg Close Range
Q2 2017
Shares 50,443 Value ($000) $11,201 Avg Close Range
Q1 2017
Shares 48,866 Value ($000) $10,572 Avg Close Range
Q4 2016
Shares 50,910 Value ($000) $10,452 Avg Close Range
Q3 2016
Shares 40,894 Value ($000) $8,125 Avg Close Range
Q2 2016
Shares 28,904 Value ($000) $5,550 Avg Close Range
Q1 2016
Shares 27,451 Value ($000) $5,176 Avg Close Range
Q4 2015
Shares 26,070 Value ($000) $4,873 Avg Close Range
Q3 2015
Shares 29,426 Value ($000) $5,170 Avg Close Range
Q2 2015
Shares 22,697 Value ($000) $4,286 Avg Close Range
Q1 2015
Shares 22,494 Value ($000) $4,299 Avg Close Range
Q4 2014
Shares 20,909 Value ($000) $3,939 Avg Close Range
Q3 2014
Shares 48,970 Value ($000) $8,843 Avg Close Range
Q2 2014
Shares 54,198 Value ($000) $9,725 Avg Close Range
Q1 2014
Shares 53,127 Value ($000) $9,103 Avg Close Range
Q4 2013
Shares 8,915 Value ($000) $1,508 Avg Close Range