Question 1

How many shares of VANGUARD BD INDEX FDS does UNITED CAPITAL FINANCIAL ADVISORS, LLC own?

Accepted Answer

As of 2026-Q1, UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 1.9M shares of VANGUARD BD INDEX FDS (VANGUARD BD INDEX FDS).

Question 2

What is UNITED CAPITAL FINANCIAL ADVISORS, LLC's VANGUARD BD INDEX FDS position worth?

Accepted Answer

As of 2026-Q1, UNITED CAPITAL FINANCIAL ADVISORS, LLC's VANGUARD BD INDEX FDS position is worth $150.7M.

Question 3

Is UNITED CAPITAL FINANCIAL ADVISORS, LLC buying or selling VANGUARD BD INDEX FDS?

Accepted Answer

In 2026-Q1, UNITED CAPITAL FINANCIAL ADVISORS, LLC decreased their VANGUARD BD INDEX FDS position (-30.6% change in shares).

Question 4

When did UNITED CAPITAL FINANCIAL ADVISORS, LLC first buy VANGUARD BD INDEX FDS?

Accepted Answer

Based on available 13F filings, UNITED CAPITAL FINANCIAL ADVISORS, LLC first reported a position in VANGUARD BD INDEX FDS in 2024-Q3. They have held the position across 29 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	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