Position history for UNITED CAPITAL FINANCIAL ADVISORS, LLC's holdings in VANGUARD BD INDEX FDS
Current Value
$150.7M
Current Shares
1.9M
Total Value Change
-$250.3M
Total Shares Change
-3.3M
Decreased |
| 1.9M |
-30.6% |
| $150.7M |
| 0.9% |
| — |
0 |
| 2025-Q4 | Decreased | 2.8M | -29.1% | $218.3M | 1.3% | — | 0 |
| 2025-Q3 | Decreased | 3.9M | -11.1% | $308.1M | 2.2% | — | 0 |
| 2025-Q2 | Decreased | 4.4M | -10.7% | $345.7M | 2.8% | — | 0 |
| 2025-Q1 | Decreased | 4.9M | -4.8% | $385M | 3.3% | — | 0 |
| 2024-Q4 | Increased | 5.2M | +0.1% | $399M | 3.4% | — | 57 |
| 2024-Q3 | Decreased | 5.2M | -1.3% | $406M | 3.3% | — | 0 |
| 2024-Q2 | Decreased | 5.2M | -1.1% | $401M | 3.4% | — | 0 |