VANGUARD INDEX FDS

Ticker: VUG CUSIP: 922908736 Class: GROWTH ETF

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

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

Q4 2025
Shares 542,351 Value ($000) $264,591 Avg Close — Range —
Q3 2025
Shares 533,498 Value ($000) $255,871 Avg Close — Range —
Q2 2025
Shares 531,327 Value ($000) $232,934 Avg Close — Range —
Q1 2025
Shares 530,323 Value ($000) $196,655 Avg Close — Range —
Q4 2024
Shares 522,062 Value ($000) $214,275 Avg Close — Range —
Q3 2024
Shares 530,975 Value ($000) $203,857 Avg Close — Range —
Q2 2024
Shares 531,892 Value ($000) $198,933 Avg Close — Range —
Q1 2024
Shares 558,634 Value ($000) $192,282 Avg Close — Range —
Q4 2023
Shares 599,907 Value ($000) $186,499 Avg Close — Range —
Q3 2023
Shares 975,801 Value ($000) $265,720 Avg Close — Range —
Q2 2023
Shares 1,479,474 Value ($000) $418,632 Avg Close — Range —
Q1 2023
Shares 1,556,651 Value ($000) $388,291 Avg Close — Range —
Q4 2022
Shares 1,512,533 Value ($000) $322,336 Avg Close — Range —
Q3 2022
Shares 1,561,985 Value ($000) $334,187 Avg Close — Range —
Q2 2022
Shares 1,549,473 Value ($000) $345,362 Avg Close — Range —
Q1 2022
Shares 1,562,193 Value ($000) $449,287 Avg Close — Range —
Q4 2021
Shares 1,609,479 Value ($000) $516,482 Avg Close — Range —
Q3 2021
Shares 1,701,350 Value ($000) $493,681 Avg Close — Range —
Q2 2021
Shares 1,747,843 Value ($000) $501,299 Avg Close — Range —
Q1 2021
Shares 1,800,259 Value ($000) $462,739 Avg Close — Range —
Q4 2020
Shares 1,773,131 Value ($000) $449,205 Avg Close — Range —
Q3 2020
Shares 1,868,884 Value ($000) $425,377 Avg Close — Range —
Q2 2020
Shares 1,954,313 Value ($000) $394,947 Avg Close — Range —
Q1 2020
Shares 2,094,571 Value ($000) $316,573 Avg Close — Range —
Q4 2019
Shares 2,115,039 Value ($000) $385,297 Avg Close — Range —
Q3 2019
Shares 2,136,055 Value ($000) $355,183 Avg Close — Range —
Q2 2019
Shares 2,169,361 Value ($000) $354,452 Avg Close — Range —
Q1 2019
Shares 2,150,664 Value ($000) $336,407 Avg Close — Range —
Q4 2018
Shares 2,116,931 Value ($000) $284,367 Avg Close — Range —
Q3 2018
Shares 2,121,106 Value ($000) $341,583 Avg Close — Range —
Q2 2018
Shares 2,094,928 Value ($000) $313,841 Avg Close — Range —
Q1 2018
Shares 2,049,078 Value ($000) $290,723 Avg Close — Range —
Q4 2017
Shares 1,964,833 Value ($000) $277,631 Avg Close — Range —
Q3 2017
Shares 1,918,249 Value ($000) $254,648 Avg Close — Range —
Q2 2017
Shares 1,888,339 Value ($000) $239,895 Avg Close — Range —
Q1 2017
Shares 1,784,807 Value ($000) $217,140 Avg Close — Range —
Q4 2016
Shares 1,713,640 Value ($000) $191,037 Avg Close — Range —
Q3 2016
Shares 1,630,150 Value ($000) $183,050 Avg Close — Range —
Q2 2016
Shares 1,475,222 Value ($000) $157,849 Avg Close — Range —
Q1 2016
Shares 1,345,852 Value ($000) $143,266 Avg Close — Range —
Q4 2015
Shares 1,123,336 Value ($000) $119,512 Avg Close — Range —
Q3 2015
Shares 1,027,928 Value ($000) $103,091 Avg Close — Range —
Q2 2015
Shares 918,734 Value ($000) $98,351 Avg Close — Range —
Q1 2015
Shares 731,988 Value ($000) $78,725 Avg Close — Range —
Q4 2014
Shares 613,984 Value ($000) $64,094 Avg Close — Range —
Q3 2014
Shares 279,912 Value ($000) $27,899 Avg Close — Range —
Q2 2014
Shares 168,786 Value ($000) $16,693 Avg Close — Range —
Q1 2014
Shares 68,170 Value ($000) $6,373 Avg Close — Range —
Q4 2013
Shares 18,387 Value ($000) $1,711 Avg Close — Range —
Q3 2013
Shares 11,667 Value ($000) $987 Avg Close — Range —
Q2 2013
Shares 6,896 Value ($000) $539 Avg Close — Range —