VANGUARD INDEX FDS

Ticker: VTV CUSIP: 922908744 Class: VALUE ETF

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

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

Q4 2025
Shares 1,451,534 Value ($000) $277,228 Avg Close — Range —
Q3 2025
Shares 1,418,692 Value ($000) $264,572 Avg Close — Range —
Q2 2025
Shares 1,388,095 Value ($000) $245,332 Avg Close — Range —
Q1 2025
Shares 1,393,568 Value ($000) $240,725 Avg Close — Range —
Q4 2024
Shares 1,360,302 Value ($000) $230,299 Avg Close — Range —
Q3 2024
Shares 1,359,036 Value ($000) $237,247 Avg Close — Range —
Q2 2024
Shares 1,330,236 Value ($000) $213,383 Avg Close — Range —
Q1 2024
Shares 1,356,277 Value ($000) $220,883 Avg Close — Range —
Q4 2023
Shares 1,423,179 Value ($000) $212,765 Avg Close — Range —
Q3 2023
Shares 2,230,716 Value ($000) $307,683 Avg Close — Range —
Q2 2023
Shares 3,087,717 Value ($000) $438,765 Avg Close — Range —
Q1 2023
Shares 3,105,866 Value ($000) $428,951 Avg Close — Range —
Q4 2022
Shares 3,222,633 Value ($000) $452,361 Avg Close — Range —
Q3 2022
Shares 3,374,354 Value ($000) $416,665 Avg Close — Range —
Q2 2022
Shares 3,472,767 Value ($000) $457,989 Avg Close — Range —
Q1 2022
Shares 3,582,746 Value ($000) $529,458 Avg Close — Range —
Q4 2021
Shares 3,737,684 Value ($000) $549,851 Avg Close — Range —
Q3 2021
Shares 3,751,700 Value ($000) $507,868 Avg Close — Range —
Q2 2021
Shares 3,761,218 Value ($000) $517,017 Avg Close — Range —
Q1 2021
Shares 3,770,271 Value ($000) $495,640 Avg Close — Range —
Q4 2020
Shares 3,640,965 Value ($000) $433,129 Avg Close — Range —
Q3 2020
Shares 3,562,611 Value ($000) $372,329 Avg Close — Range —
Q2 2020
Shares 3,364,002 Value ($000) $335,021 Avg Close — Range —
Q1 2020
Shares 3,310,179 Value ($000) $284,080 Avg Close — Range —
Q4 2019
Shares 3,105,537 Value ($000) $372,199 Avg Close — Range —
Q3 2019
Shares 3,118,197 Value ($000) $348,053 Avg Close — Range —
Q2 2019
Shares 3,089,504 Value ($000) $342,688 Avg Close — Range —
Q1 2019
Shares 3,014,047 Value ($000) $324,402 Avg Close — Range —
Q4 2018
Shares 2,962,324 Value ($000) $290,160 Avg Close — Range —
Q3 2018
Shares 2,993,601 Value ($000) $331,332 Avg Close — Range —
Q2 2018
Shares 2,919,967 Value ($000) $303,180 Avg Close — Range —
Q1 2018
Shares 2,808,188 Value ($000) $289,749 Avg Close — Range —
Q4 2017
Shares 2,614,825 Value ($000) $278,923 Avg Close — Range —
Q3 2017
Shares 2,541,659 Value ($000) $253,708 Avg Close — Range —
Q2 2017
Shares 2,464,654 Value ($000) $237,987 Avg Close — Range —
Q1 2017
Shares 2,295,617 Value ($000) $218,933 Avg Close — Range —
Q4 2016
Shares 2,206,626 Value ($000) $205,238 Avg Close — Range —
Q3 2016
Shares 2,130,448 Value ($000) $185,349 Avg Close — Range —
Q2 2016
Shares 1,938,769 Value ($000) $164,795 Avg Close — Range —
Q1 2016
Shares 1,787,265 Value ($000) $147,253 Avg Close — Range —
Q4 2015
Shares 1,450,174 Value ($000) $118,218 Avg Close — Range —
Q3 2015
Shares 1,264,275 Value ($000) $97,033 Avg Close — Range —
Q2 2015
Shares 1,077,346 Value ($000) $89,808 Avg Close — Range —
Q1 2015
Shares 930,889 Value ($000) $78,911 Avg Close — Range —
Q4 2014
Shares 760,575 Value ($000) $64,261 Avg Close — Range —
Q3 2014
Shares 333,294 Value ($000) $27,063 Avg Close — Range —
Q2 2014
Shares 195,809 Value ($000) $15,851 Avg Close — Range —
Q1 2014
Shares 75,167 Value ($000) $5,871 Avg Close — Range —
Q3 2013
Shares 8,068 Value ($000) $563 Avg Close — Range —
Q2 2013
Shares 7,777 Value ($000) $526 Avg Close — Range —