UNITED CAPITAL FINANCIAL ADVISORS, LLC

Position in VXF — Vanguard Extended Market ETF

CIK 1463217 IRVING, TX

Position in VXF

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$372,292

+$33,727 QoQ

Shares Held

1,809

+11.7% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$372,292	1,809	+11.7%	Shares	Defined	2026-05-15
2025-12-31	$338,565	1,619	-0.2%	Shares	Defined	2026-02-17
2025-09-30	$339,758	1,623	+12.8%	Shares	Defined	2025-11-14
2025-06-30	$277,309	1,439	-4.6%	Shares	Defined	2025-08-11
2023-12-31	$248,109	1,509	-72.5%	Shares	Defined	2024-02-14
2023-09-30	$785,878	5,483	-7.4%	Shares	Defined	2023-11-14
2023-06-30	$881,668	5,924	-2.9%	Shares	Defined	2023-08-14
2023-03-31	$855,220	6,100	+6.2%	Shares	Defined	2023-08-15
2022-12-31	$763,014	5,743	+4.4%	Shares	Defined	2023-02-15
2022-09-30	$699,486	5,503	-0.9%	Shares	Defined	2022-11-14
2022-06-30	$727,736	5,551	+238.9%	Shares	Defined	2022-08-11
2022-03-31	$271,351	1,638	-12.6%	Shares	Defined	2022-05-16
2021-12-31	$342,679	1,874	-3.1%	Shares	Defined	2022-02-14
2021-09-30	$352,684	1,934	0.0%	Shares	Defined	2021-11-15
2021-06-30	$364,733	1,934	-94.6%	Shares	Defined	2021-08-13
2021-03-31	$6,353,545	35,914	-2.5%	Shares	Defined	2021-05-14
2020-12-31	$6,063,517	36,820	-0.1%	Shares	Defined	2021-02-17
2020-09-30	$4,780,052	36,849	-3.2%	Shares	Defined	2020-11-13
2020-06-30	$4,503,783	38,058	-3.6%	Shares	Defined	2020-08-13
2020-03-31	$3,573,342	39,467	—	Shares	Defined	2020-08-11
No filing history on record for this holder in this stock.