Position history for UNITED CAPITAL FINANCIAL ADVISORS, LLC's holdings in VANGUARD BD INDEX FDS
UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 3.7M shares of BIV (VANGUARD BD INDEX FDS), worth $285.1M as of 2026-Q1. The position was increased (+4.5% shares). BIV represents 1.8% of UNITED CAPITAL FINANCIAL ADVISORS, LLC's portfolio.
Current Value
$285.1M
Current Shares
3.7M
Total Value Change
+$86.7M
Total Shares Change
+1M
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 |
| 3.7M |
+4.5% |
| $285.1M |
| 1.8% |
| $78.34 |
51 |
| 2025-Q4 | 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 |