Position history for UNITED CAPITAL FINANCIAL ADVISORS, LLC's holdings in VANGUARD BD INDEX FD INC
UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 3.5M shares of BIV (VANGUARD BD INDEX FD INC), worth $275.6M as of 2025-Q4. The position was increased (++4.4% shares). BIV represents 1.7% of UNITED CAPITAL FINANCIAL ADVISORS, LLC's portfolio.
Current Value
$275.6M
Current Shares
3.5M
Total Value Change
+$77.1M
Total Shares Change
+888,252
Other major holders of BIV: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC, Kestra Advisory Services, LLC, Steward Partners Investment Advisory, LLC, BNP PARIBAS FINANCIAL MARKETS
Increased |
| 3.5M |
+4.4% |
| $275.6M |
| 1.7% |
| $77.83 |
51 |
| 2025-Q3 | Increased | 3.4M | +10.1% | $264.7M | 1.9% | $76.77 | 53 |
| 2025-Q2 | Increased | 3.1M | +6.0% | $238.2M | 1.9% | $75.00 | 51 |
| 2025-Q1 | Increased | 2.9M | +9.0% | $222.5M | 1.9% | $73.59 | 53 |
| 2024-Q4 | Increased | 2.7M | +2.5% | $199.3M | 1.7% | $71.61 | 49 |
| 2024-Q3 | Decreased | 2.6M | -1.8% | $204M | 1.7% | $74.22 | 0 |
| 2024-Q2 | Increased | 2.6M | +2.8% | $198.5M | 1.7% | $70.09 | 49 |