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United Capital Financial Advisors’s Vanguard Total Bond Market BND Stock Holding History

United Capital Financial Advisors’s Portfolio BND Stock Details BND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$19.4M Buy
263,301
+9,345
+4% +$693K 0.12% 149
2025
Q4 		$18.8M Buy
253,956
+242,566
+2,130% +$18.1M 0.11% 155
2025
Q3 		$847K Sell
11,390
-2,289
-17% -$169K 0.01% 692
2025
Q2 		$1.01M Buy
13,679
+2,357
+21% +$171K 0.01% 593
2025
Q1 		$832K Sell
11,322
-4,560
-29% -$331K 0.01% 610
2024
Q4 		$1.14M Buy
15,882
+3,995
+34% +$292K 0.01% 523
2024
Q3 		$893K Sell
11,887
-1,043
-8% -$77.2K 0.01% 570
2024
Q2 		$932K Sell
12,930
-1,429
-10% -$102K 0.01% 545
2024
Q1 		$1.04M Sell
14,359
-16,096
-53% -$1.17M 0.01% 548
2023
Q4 		$2.24M Sell
30,455
-15,760
-34% -$1.11M 0.02% 396
2023
Q3 		$3.22M Sell
46,215
-1,103
-2% -$78.7K 0.02% 354
2023
Q2 		$3.44M Sell
47,318
-25,146
-35% -$1.84M 0.02% 361
2023
Q1 		$5.35M Sell
72,464
-396,818
-85% -$29M 0.03% 311
2022
Q4 		$33.7M Buy
469,282
+415,592
+774% +$29.8M 0.19% 109
2022
Q3 		$3.83M Sell
53,690
-108,644
-67% -$8.13M 0.02% 364
2022
Q2 		$12.2M Buy
162,334
+81,948
+102% +$6.24M 0.07% 233
2022
Q1 		$6.39M Sell
80,386
-8,165
-9% -$667K 0.03% 330
2021
Q4 		$7.5M Buy
88,551
+4,409
+5% +$376K 0.03% 317
2021
Q3 		$7.19M Buy
84,142
+8,281
+11% +$715K 0.04% 315
2021
Q2 		$6.52M Sell
75,861
-6,445
-8% -$550K 0.03% 341
2021
Q1 		$6.97M Sell
82,306
-4,747
-5% -$409K 0.04% 307
2020
Q4 		$7.68M Buy
87,053
+8,128
+10% +$715K 0.05% 286
2020
Q3 		$6.96M Sell
78,925
-2,331
-3% -$207K 0.05% 289
2020
Q2 		$7.18M Sell
81,256
-1,643
-2% -$144K 0.05% 301
2020
Q1 		$7.08M Sell
82,899
-2,585
-3% -$220K 0.06% 285
2019
Q4 		$7.17M Buy
85,484
+3,896
+5% +$328K 0.05% 356
2019
Q3 		$6.89M Buy
81,588
+632
+0.8% +$53K 0.05% 342
2019
Q2 		$6.72M Buy
80,956
+2,120
+3% +$173K 0.04% 364
2019
Q1 		$6.4M Sell
78,836
-3,885
-5% -$310K 0.05% 364
2018
Q4 		$6.55M Buy
82,721
+9,270
+13% +$725K 0.05% 323
2018
Q3 		$5.78M Sell
73,451
-11,306
-13% -$894K 0.04% 404
2018
Q2 		$6.71M Buy
84,757
+20,153
+31% +$1.59M 0.05% 363
2018
Q1 		$5.16M Sell
64,604
-8,038
-11% -$643K 0.04% 408
2017
Q4 		$5.92M Buy
72,642
+9,030
+14% +$738K 0.05% 380
2017
Q3 		$5.21M Buy
63,612
+1,952
+3% +$160K 0.04% 387
2017
Q2 		$5.05M Buy
61,660
+10,805
+21% +$882K 0.05% 376
2017
Q1 		$4.12M Sell
50,855
-4,054
-7% -$328K 0.04% 401
2016
Q4 		$4.44M Buy
54,909
+13,709
+33% +$1.12M 0.04% 385
2016
Q3 		$3.47M Sell
41,200
-198,253
-83% -$16.7M 0.03% 459
2016
Q2 		$20.1M Buy
239,453
+18,435
+8% +$1.53M 0.2% 104
2016
Q1 		$18.3M Sell
221,018
-43,352
-16% -$3.55M 0.2% 99
2015
Q4 		$21.4M Sell
264,370
-1,148,016
-81% -$93.4M 0.25% 82
2015
Q3 		$116M Buy
1,412,386
+683,512
+94% +$55.7M 1.39% 8
2015
Q2 		$59.2M Buy
728,874
+289,891
+66% +$23.8M 0.69% 23
2015
Q1 		$36.4M Sell
438,983
-192,195
-30% -$16M 0.44% 42
2014
Q4 		$52M Sell
631,178
-9,298
-1% -$767K 0.78% 20
2014
Q3 		$52.5M Buy
640,476
+85,739
+15% +$7.03M 0.91% 15
2014
Q2 		$45.6M Sell
554,737
-69,566
-11% -$5.69M 0.85% 19
2014
Q1 		$50.7M Buy
624,303
+611,609
+4,818% +$49.5M 1.08% 16
2013
Q4 		$1.02M Sell
12,694
-269,410
-96% -$21.8M 0.03% 327
2013
Q3 		$22.8M Buy
282,104
+31,552
+13% +$2.54M 0.73% 31
2013
Q2 		$20.3M Buy
+250,552
New +$20.8M 0.54% 46

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

United Capital Financial Advisors increased its Vanguard Total Bond Market (BND) stake by 3.7% in Q1 2026, buying an estimated $693K and bringing the position to 263,301 shares worth $19.4M. The position accounts for 0.12% of the portfolio, ranked #149.

United Capital Financial Advisors first reported a position in BND in Q2 2013 and has held it in 52 quarters since. The position peaked at $116M in Q3 2015. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • United Capital Financial Advisors held 263,301 shares of Vanguard Total Bond Market worth $19.4M as of Q1 2026.
  • United Capital Financial Advisors bought 9,345 Vanguard Total Bond Market shares in Q1 2026, an estimated $693K.
  • Vanguard Total Bond Market made up 0.12% of United Capital Financial Advisors's portfolio in Q1 2026, its #149 holding.
  • United Capital Financial Advisors first reported a position in Vanguard Total Bond Market in Q2 2013 and has held it in 52 quarters since.
  • United Capital Financial Advisors's Vanguard Total Bond Market position peaked at $116M in Q3 2015.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

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