United Capital Financial Advisers, LLC Vanguard Bd Index Fd Inc Short Transaction History
United Capital Financial Advisers, LLC
- $13.5 Billion
- Q3 2025
A detailed history of United Capital Financial Advisers, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 3,904,585 shares of BSV stock, worth $308 Million. This represents 2.29% of its overall portfolio holdings.
Number of Shares
3,904,585
Previous 4,392,617
11.11%
Holding current value
$308 Million
Previous $346 Million
10.87%
% of portfolio
2.29%
Previous 2.85%
Shares
35 transactions
Others Institutions Holding BSV
# of Institutions
1,392Shares Held
410MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY38.6MShares$3.04 Billion0.19% of portfolio
-
Mercer Global Advisors Inc Denver, CO37.9MShares$2.98 Billion5.09% of portfolio
-
Envestnet Asset Management Inc28MShares$2.2 Billion0.68% of portfolio
-
Jpmorgan Chase & CO New York, NY25.1MShares$1.98 Billion0.13% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO19.5MShares$1.54 Billion4.29% of portfolio