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

United Capital Financial Advisers, LLC

$12.1 Billion
Q2 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 4,392,617 shares of BSV stock, worth $345 Million. This represents 2.85% of its overall portfolio holdings.

Number of Shares

4,392,617

Previous 4,917,718 10.68%

Holding current value

$345 Million

Previous $385 Million 10.2%

% of portfolio

2.85%

Previous 3.34%

34 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	SELL	$77.74 - $78.78 $40.8 Million - $41.4 Million	-525,101 Reduced 10.68%	4,392,617 $346 Million
Q1 2025 May 13, 2025	SELL	$76.94 - $78.28 $19 Million - $19.3 Million	-246,373 Reduced 4.77%	4,917,718 $385 Million
Q4 2024 Feb 13, 2025	BUY	$77.02 - $78.58 $365,767 - $373,176	4,749 Added 0.09%	5,164,091 $399 Million
Q3 2024 Nov 12, 2024	SELL	$76.38 - $78.87 $5.3 Million - $5.48 Million	-69,441 Reduced 1.33%	5,159,342 $406 Million
Q2 2024 Aug 14, 2024	SELL	$75.81 - $76.76 $4.28 Million - $4.33 Million	-56,422 Reduced 1.07%	5,228,783 $401 Million
Q1 2024 May 15, 2024	SELL	$76.34 - $77.25 $7.43 Million - $7.51 Million	-97,264 Reduced 1.81%	5,285,205 $405 Million
Q4 2023 Feb 14, 2024	SELL	$74.64 - $77.03 $334 Million - $345 Million	-4,476,585 Reduced 45.41%	5,382,469 $415 Million
Q3 2023 Nov 14, 2023	SELL	$74.97 - $75.93 $118 Million - $119 Million	-1,570,693 Reduced 13.74%	9,859,054 $741 Million
Q2 2023 Aug 14, 2023	BUY	$75.52 - $76.97 $39.2 Million - $40 Million	519,561 Added 4.76%	11,429,747 $864 Million
Q1 2023 Aug 14, 2023	SELL	$74.67 - $76.76 $38.8 Million - $39.9 Million	-519,561 Reduced 4.55%	10,910,186 $835 Million
Q1 2023 May 15, 2023	BUY	$74.67 - $76.76 $38.4 Million - $39.5 Million	514,648 Added 4.95%	10,910,186 $835 Million
Q4 2022 Feb 14, 2023	BUY	$74.07 - $75.87 $48.6 Million - $49.7 Million	655,629 Added 6.73%	10,395,538 $783 Million
Q3 2022 Nov 14, 2022	BUY	$74.52 - $77.47 $665 Million - $692 Million	8,927,502 Added 1098.9%	9,739,909 $729 Million
Q2 2022 Aug 11, 2022	BUY	$75.68 - $77.74 $1.79 Million - $1.84 Million	23,682 Added 3.0%	812,407 $62.4 Million
Q1 2022 May 16, 2022	BUY	$77.66 - $80.73 $4.13 Million - $4.29 Million	53,148 Added 7.23%	788,725 $61.4 Million
Q4 2021 Feb 14, 2022	BUY	$80.78 - $81.98 $4.16 Million - $4.22 Million	51,437 Added 7.52%	735,577 $59.5 Million
Q3 2021 Nov 15, 2021	BUY	$81.9 - $82.4 $8.7 Million - $8.76 Million	106,252 Added 18.39%	684,140 $56.1 Million
Q2 2021 Aug 13, 2021	SELL	$82.08 - $82.43 $6.13 Million - $6.15 Million	-74,628 Reduced 11.44%	577,888 $47.5 Million
Q1 2021 May 14, 2021	SELL	$82.08 - $82.89 $1.36 Million - $1.37 Million	-16,557 Reduced 2.47%	652,516 $53.6 Million
Q4 2020 Feb 17, 2021	BUY	$82.67 - $82.96 $7.69 Million - $7.72 Million	93,001 Added 16.14%	669,073 $55.5 Million
Q3 2020 Nov 13, 2020	BUY	$82.96 - $83.3 $23.3 Million - $23.4 Million	281,328 Added 95.45%	576,072 $47.8 Million
Q2 2020 Aug 13, 2020	BUY	$81.78 - $83.12 $2.17 Million - $2.2 Million	26,483 Added 9.87%	294,744 $24.5 Million
Q1 2020 May 15, 2020	SELL	$78.67 - $82.51 $23,758 - $24,918	-302 Reduced 0.11%	268,261 $22 Million
Q4 2019 Feb 14, 2020	BUY	$80.41 - $81.14 $1.84 Million - $1.85 Million	22,855 Added 9.3%	268,563 $21.6 Million
Q3 2019 Nov 14, 2019	BUY	$80.39 - $80.84 $3.7 Million - $3.72 Million	45,996 Added 23.03%	245,708 $19.9 Million
Q2 2019 Aug 13, 2019	BUY	N/A	93,373 Added 87.81%	199,712 $16.1 Million
Q1 2019 May 14, 2019	BUY	N/A	66,993 Added 170.27%	106,339 $8.46 Million
Q4 2018 Feb 14, 2019	BUY	N/A	276 Added 0.71%	39,346 $3.09 Million
Q3 2018 Nov 14, 2018	SELL	N/A	-1,202 Reduced 2.98%	39,070 $3.05 Million
Q2 2018 Aug 14, 2018	BUY	N/A	1,573 Added 4.06%	40,272 $3.15 Million
Q1 2018 May 15, 2018	SELL	N/A	-15,437 Reduced 28.52%	38,699 $3.04 Million
Q4 2017 Feb 13, 2018	SELL	N/A	-46,329 Reduced 46.11%	54,136 $4.28 Million
Q3 2017 Nov 14, 2017	BUY	N/A	4,780 Added 5.0%	100,465 $8.02 Million
Q2 2017 Aug 14, 2017	BUY	N/A	95,685	95,685 $7.64 Million

Others Institutions Holding BSV

# of Institutions

1,374

Shares Held

399M

Call Options Held

Put Options Held

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About VANGUARD BD INDEX FD INC SHORT

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