UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1463217
IRVING, TX
Position in BIV
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$285,349,432
+$9,795,195 QoQ
Shares Held
3,697,194
+4.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.82%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BIV Over Time
Shares Held
Position Value (USD)
All Filings in BIV
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $285,349,432 | 3,697,194 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $275,554,237 | 3,538,190 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $264,673,482 | 3,389,339 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $238,150,277 | 3,079,264 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $222,509,740 | 2,905,965 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $199,266,947 | 2,666,492 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $203,975,714 | 2,602,727 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $198,453,856 | 2,649,938 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $194,375,695 | 2,577,927 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $196,497,555 | 2,572,631 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $344,218,305 | 4,760,314 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $420,417,062 | 5,588,423 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $403,647,872 | 5,259,941 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $371,361,284 | 4,996,788 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $344,499,002 | 4,688,337 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $215,711 | 2,778 | Shares | Defined | 2022-08-11 | |
| 2021-09-30 | $286,655 | 3,205 | Shares | Defined | 2021-11-15 | |
| 2020-09-30 | $277,822 | 2,972 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $228,129 | 2,448 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $409,756 | 4,587 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||