United Capital Financial Advisers, LLC Vanguard Bd Index Fd Inc Inter Transaction History

United Capital Financial Advisers, LLC

$11.5 Billion
Q1 2025

A detailed history of United Capital Financial Advisers, LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 2,905,965 shares of BIV stock, worth $220 Million. This represents 1.93% of its overall portfolio holdings.

Number of Shares

2,905,965

Previous 2,666,492 8.98%

Holding current value

$220 Million

Previous $199 Million 11.66%

% of portfolio

1.93%

Previous 1.7%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$73.78 - $76.59 $17.7 Million - $18.3 Million	239,473 Added 8.98%	2,905,965 $223 Million
Q4 2024 Feb 13, 2025	BUY	$74.5 - $78.37 $4.75 Million - $5 Million	63,765 Added 2.45%	2,666,492 $199 Million
Q3 2024 Nov 12, 2024	SELL	$74.26 - $78.84 $3.51 Million - $3.72 Million	-47,211 Reduced 1.78%	2,602,727 $204 Million
Q2 2024 Aug 14, 2024	BUY	$73.13 - $75.43 $5.27 Million - $5.43 Million	72,011 Added 2.79%	2,649,938 $198 Million
Q1 2024 May 15, 2024	BUY	$74.51 - $76.61 $394,604 - $405,726	5,296 Added 0.21%	2,577,927 $194 Million
Q4 2023 Feb 14, 2024	SELL	$70.49 - $76.74 $154 Million - $168 Million	-2,187,683 Reduced 45.96%	2,572,631 $196 Million
Q3 2023 Nov 14, 2023	SELL	$72.11 - $75.67 $59.7 Million - $62.7 Million	-828,109 Reduced 14.82%	4,760,314 $344 Million
Q2 2023 Aug 14, 2023	BUY	$74.96 - $77.47 $24.6 Million - $25.4 Million	328,482 Added 6.24%	5,588,423 $420 Million
Q1 2023 Aug 14, 2023	SELL	$73.57 - $77.31 $24.2 Million - $25.4 Million	-328,482 Reduced 5.88%	5,259,941 $404 Million
Q1 2023 May 15, 2023	BUY	$73.57 - $77.31 $19.4 Million - $20.3 Million	263,153 Added 5.27%	5,259,941 $404 Million
Q4 2022 Feb 14, 2023	BUY	$71.64 - $76.32 $22.1 Million - $23.5 Million	308,451 Added 6.58%	4,996,788 $371 Million
Q3 2022 Nov 14, 2022	BUY	$72.72 - $79.93 $341 Million - $375 Million	4,685,559 Added 168666.62%	4,688,337 $344 Million
Q2 2022 Aug 11, 2022	BUY	$75.37 - $81.44 $209,377 - $226,240	2,778 New	2,778 $216,000
Q4 2021 Feb 14, 2022	SELL	$87.51 - $89.66 $280,469 - $287,360	-3,205 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$89.41 - $91.32 $286,559 - $292,680	3,205 New	3,205 $287,000
Q4 2020 Feb 17, 2021	SELL	$92.55 - $93.62 $275,058 - $278,238	-2,972 Closed	0 $0
Q3 2020 Nov 13, 2020	BUY	$93.08 - $94.37 $48,773 - $49,449	524 Added 21.41%	2,972 $278,000
Q2 2020 Aug 13, 2020	SELL	$88.97 - $93.19 $190,306 - $199,333	-2,139 Reduced 46.63%	2,448 $228,000
Q1 2020 May 15, 2020	BUY	$83.77 - $92.22 $58,220 - $64,092	695 Added 17.86%	4,587 $410,000
Q4 2019 Feb 14, 2020	BUY	$86.78 - $88.73 $11,715 - $11,978	135 Added 3.59%	3,892 $339,000
Q3 2019 Feb 14, 2020	BUY	$86.72 - $88.11 $325,807 - $331,029	3,757 New	3,757 $331,000
Q3 2019 Nov 14, 2019	SELL	$86.72 - $88.11 $341,329 - $346,800	-3,936 Closed	0 $0
Q2 2019 Aug 13, 2019	SELL	N/A	-17,868 Reduced 81.95%	3,936 $340,000
Q1 2019 May 14, 2019	SELL	N/A	-8,273 Reduced 27.51%	21,804 $1.83 Million
Q4 2018 Feb 14, 2019	BUY	N/A	30,077 New	30,077 $2.45 Million
Q2 2018 Aug 14, 2018	SELL	N/A	-2,712 Closed	0 $0
Q1 2018 May 15, 2018	BUY	N/A	2,712 New	2,712 $222,000

Others Institutions Holding BIV

# of Institutions

1,005

Shares Held

196M

Call Options Held

8.6K

Put Options Held

View Full List

About VANGUARD BD INDEX FD INC INTER

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United Capital Financial Advisers, LLC Vanguard Bd Index Fd Inc Inter Transaction History