VANGUARD INDEX FDS

Ticker: VOT CUSIP: 922908538 Class: MCAP GR IDXVIP

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

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

Q4 2025
Shares 9,140 Value ($000) $2,551 Avg Close Range
Q3 2025
Shares 9,700 Value ($000) $2,850 Avg Close Range
Q2 2025
Shares 9,714 Value ($000) $2,763 Avg Close Range
Q1 2025
Shares 10,473 Value ($000) $2,562 Avg Close Range
Q4 2024
Shares 10,502 Value ($000) $2,665 Avg Close Range
Q3 2024
Shares 10,451 Value ($000) $2,545 Avg Close Range
Q2 2024
Shares 10,752 Value ($000) $2,468 Avg Close Range
Q1 2024
Shares 12,354 Value ($000) $2,913 Avg Close Range
Q4 2023
Shares 12,800 Value ($000) $2,811 Avg Close Range
Q3 2023
Shares 21,258 Value ($000) $4,141 Avg Close Range
Q2 2023
Shares 20,887 Value ($000) $4,298 Avg Close Range
Q1 2023
Shares 19,526 Value ($000) $3,806 Avg Close Range
Q4 2022
Shares 17,871 Value ($000) $3,213 Avg Close Range
Q3 2022
Shares 19,183 Value ($000) $3,271 Avg Close Range
Q2 2022
Shares 22,129 Value ($000) $3,881 Avg Close Range
Q1 2022
Shares 18,216 Value ($000) $4,059 Avg Close Range
Q4 2021
Shares 16,790 Value ($000) $4,275 Avg Close Range
Q3 2021
Shares 15,977 Value ($000) $3,775 Avg Close Range
Q2 2021
Shares 15,154 Value ($000) $3,582 Avg Close Range
Q1 2021
Shares 13,380 Value ($000) $2,871 Avg Close Range
Q4 2020
Shares 11,267 Value ($000) $2,389 Avg Close Range
Q3 2020
Shares 11,422 Value ($000) $2,058 Avg Close Range
Q2 2020
Shares 11,108 Value ($000) $1,834 Avg Close Range
Q1 2020
Shares 8,611 Value ($000) $1,091 Avg Close Range
Q4 2019
Shares 10,671 Value ($000) $1,694 Avg Close Range
Q3 2019
Shares 9,567 Value ($000) $1,417 Avg Close Range
Q2 2019
Shares 10,576 Value ($000) $1,579 Avg Close Range
Q1 2019
Shares 9,889 Value ($000) $1,400 Avg Close Range
Q4 2018
Shares 9,918 Value ($000) $1,187 Avg Close Range
Q3 2018
Shares 10,247 Value ($000) $1,460 Avg Close Range
Q2 2018
Shares 10,449 Value ($000) $1,404 Avg Close Range
Q1 2018
Shares 9,159 Value ($000) $1,187 Avg Close Range
Q4 2017
Shares 8,081 Value ($000) $1,038 Avg Close Range
Q3 2017
Shares 6,168 Value ($000) $751 Avg Close Range
Q2 2017
Shares 6,140 Value ($000) $722 Avg Close Range
Q1 2017
Shares 5,812 Value ($000) $657 Avg Close Range
Q4 2016
Shares 6,952 Value ($000) $735 Avg Close Range
Q3 2016
Shares 6,275 Value ($000) $668 Avg Close Range
Q2 2016
Shares 4,868 Value ($000) $497 Avg Close Range
Q1 2016
Shares 4,899 Value ($000) $491 Avg Close Range
Q4 2015
Shares 4,952 Value ($000) $494 Avg Close Range
Q3 2015
Shares 5,672 Value ($000) $552 Avg Close Range
Q2 2015
Shares 14,012 Value ($000) $1,493 Avg Close Range