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BIVBIV
Showing 8 of 27 quarters

Position history for UNITED CAPITAL FINANCIAL ADVISORS, LLCUNITED CAPITAL FINANCIAL ADVISORS, LLC's holdings in VANGUARD BD INDEX FDS

Yes. United Capital Financial Advisors holds 3,995,262 shares of BIV, worth $306.4M, as of its Q2 2026 13F filing. It increased the position by 298,068 shares (+8.1%) from Q1 2026. United Capital Financial Advisors has held BIV since Q2 2022, across 17 quarterly 13F filings. BIV is 1.7% of United Capital Financial Advisors' reported 13F portfolio.

Current Value

$306.4M

Current Shares

4M

Total Value Change

+$102.4M

Total Shares Change

+1.4M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
4M
+8.1%
$306.4M1.7%$75.56
53
2026-Q1
Increased
3.7M
+4.5%
$285.1M1.8%$75.78
51
2025-Q4
Increased
3.5M
+4.4%
$275.6M1.7%$75.96
51
2025-Q3
Increased
3.4M
+10.1%
$264.7M1.9%$75.13
53
2025-Q2
Increased
3.1M
+6.0%
$238.2M1.9%$73.65
51
2025-Q1
Increased
2.9M
+9.0%
$222.5M1.9%$72.18
53
2024-Q4
Increased
2.7M
+2.5%
$199.3M1.7%$69.99
49
2024-Q3
Decreased
2.6M
-1.8%
$204M1.7%$72.47
0

Other major holders of BIV: WELLS FARGO & COMPANY/MN, ENVESTNET ASSET MANAGEMENT INC

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