United Capital Financial Advisors’s Vanguard Long-Term Bond ETF BLV Stock Holding History

United Capital Financial Advisors’s Portfolio BLV Stock Details BLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-3,648	Closed	-$254K	–	1635
2025 Q4	$254K	Buy	+3,648	New	+$258K	﹤0.01%	1235
2024 Q1	–	Sell	-5,340	Closed	-$398K	–	1084
2023 Q4	$398K	Buy	+5,340	New	+$366K	﹤0.01%	786
2023 Q1	–	Sell	-2,854	Closed	-$207K	–	973
2022 Q4	$207K	Buy	+2,854	New	+$207K	﹤0.01%	977
2022 Q3	–	Sell	-3,295	Closed	-$263K	–	1087
2022 Q2	$263K	Buy	+3,295	New	+$271K	﹤0.01%	980
2019 Q3	–	Sell	-2,374	Closed	-$230K	–	1331
2019 Q2	$230K	Buy	+2,374	New	+$220K	﹤0.01%	1323
2019 Q1	–	Sell	-10,243	Closed	-$896K	–	1356
2018 Q4	$896K	Buy	+10,243	New	+$873K	0.01%	741
2016 Q3	–	Sell	-14,815	Closed	-$1.45M	–	1263
2016 Q2	$1.45M	Sell	14,815 -3,908	-21%	-$369K	0.01%	632
2016 Q1	$1.74M	Sell	18,723 -3,001	-14%	-$270K	0.02%	568
2015 Q4	$1.89M	Buy	21,724 +7,714	+55%	+$683K	0.02%	558
2015 Q3	$1.25M	Buy	+14,010	New	+$1.24M	0.02%	632

Other funds holding BLV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

United Capital Financial Advisors's BLV Position: Q1 2026 in Review

United Capital Financial Advisors sold out of Vanguard Long-Term Bond ETF (BLV) in Q1 2026, closing a stake of 3,648 shares — an estimated $254K sold.

United Capital Financial Advisors first reported a position in BLV in Q3 2015 and held it in 10 quarters. The position peaked at $1.89M in Q4 2015. 407 funds tracked by Wall St. Rank hold BLV as of Q1 2026.

United Capital Financial Advisors reported no remaining Vanguard Long-Term Bond ETF position as of Q1 2026 after selling out during the quarter.
United Capital Financial Advisors sold 3,648 Vanguard Long-Term Bond ETF shares in Q1 2026, an estimated $254K.
United Capital Financial Advisors first reported a position in Vanguard Long-Term Bond ETF in Q3 2015 and held it in 10 quarters.
United Capital Financial Advisors's Vanguard Long-Term Bond ETF position peaked at $1.89M in Q4 2015.
407 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.