Question 1

Does United Capital Financial Advisors own VANGUARD BD INDEX FDS stock?

Accepted Answer

Yes. As of its Q2 2026 13F, United Capital Financial Advisors holds 1,823,344 shares of VANGUARD BD INDEX FDS, worth $142M.

Question 2

How many shares of VANGUARD BD INDEX FDS does United Capital Financial Advisors own?

Accepted Answer

As of its Q2 2026 13F, United Capital Financial Advisors holds 1,823,344 shares of VANGUARD BD INDEX FDS.

Question 3

What is United Capital Financial Advisors' VANGUARD BD INDEX FDS position worth?

Accepted Answer

As of its Q2 2026 13F, United Capital Financial Advisors' VANGUARD BD INDEX FDS position is worth $142M.

Question 4

Is United Capital Financial Advisors buying or selling VANGUARD BD INDEX FDS?

Accepted Answer

In Q2 2026, United Capital Financial Advisors reduced its VANGUARD BD INDEX FDS position by 99,610 shares (-5.2%).

Question 5

When did United Capital Financial Advisors first buy VANGUARD BD INDEX FDS?

Accepted Answer

United Capital Financial Advisors already held VANGUARD BD INDEX FDS in its Q1 2019 13F, the earliest on record, and has listed it in 30 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	1.8M	-5.2%	$142M	0.8%	—	0
2026-Q1	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

VAVANGUARD BD INDEX FDS