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United Capital Financial Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

United Capital Financial Advisors’s Portfolio BSV Stock Details BSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$151M Sell
1,922,954
-846,537
-31% -$66.7M 0.93% 17
2025
Q4 		$218M Sell
2,769,491
-1,135,094
-29% -$89.6M 1.31% 14
2025
Q3 		$308M Sell
3,904,585
-488,032
-11% -$38.4M 2.21% 8
2025
Q2 		$346M Sell
4,392,617
-525,101
-11% -$41.1M 2.79% 4
2025
Q1 		$385M Sell
4,917,718
-246,373
-5% -$19.1M 3.29% 3
2024
Q4 		$399M Buy
5,164,091
+4,749
+0.1% +$369K 3.37% 3
2024
Q3 		$406M Sell
5,159,342
-69,441
-1% -$5.41M 3.34% 3
2024
Q2 		$401M Sell
5,228,783
-56,422
-1% -$4.3M 3.45% 3
2024
Q1 		$405M Sell
5,285,205
-97,264
-2% -$7.46M 3.34% 3
2023
Q4 		$415M Sell
5,382,469
-4,476,585
-45% -$339M 3.44% 3
2023
Q3 		$741M Sell
9,859,054
-1,570,693
-14% -$118M 4.86% 2
2023
Q2 		$864M Buy
11,429,747
+519,561
+5% +$39.6M 4.71% 2
2023
Q1 		$835M Buy
10,910,186
+514,648
+5% +$39M 4.66% 2
2022
Q4 		$783M Buy
10,395,538
+655,629
+7% +$49.2M 4.39% 2
2022
Q3 		$729M Buy
9,739,909
+8,927,502
+1,099% +$682M 4.3% 2
2022
Q2 		$62.4M Buy
812,407
+23,682
+3% +$1.82M 0.34% 62
2022
Q1 		$61.4M Buy
788,725
+53,148
+7% +$4.22M 0.3% 70
2021
Q4 		$59.5M Buy
735,577
+51,437
+8% +$4.18M 0.27% 72
2021
Q3 		$56.1M Buy
684,140
+106,252
+18% +$8.73M 0.28% 72
2021
Q2 		$47.5M Sell
577,888
-74,628
-11% -$6.14M 0.24% 85
2021
Q1 		$53.6M Sell
652,516
-16,557
-2% -$1.37M 0.3% 74
2020
Q4 		$55.5M Buy
669,073
+93,001
+16% +$7.71M 0.33% 67
2020
Q3 		$47.8M Buy
576,072
+281,328
+95% +$23.4M 0.31% 73
2020
Q2 		$24.5M Buy
294,744
+26,483
+10% +$2.19M 0.18% 121
2020
Q1 		$22M Sell
268,261
-302
-0.1% -$24.5K 0.18% 120
2019
Q4 		$21.6M Buy
268,563
+22,855
+9% +$1.84M 0.14% 176
2019
Q3 		$19.9M Buy
245,708
+45,996
+23% +$3.71M 0.14% 177
2019
Q2 		$16.1M Buy
199,712
+93,373
+88% +$7.45M 0.11% 213
2019
Q1 		$8.46M Buy
106,339
+66,993
+170% +$5.29M 0.06% 321
2018
Q4 		$3.09M Buy
39,346
+276
+0.7% +$21.5K 0.02% 463
2018
Q3 		$3.05M Sell
39,070
-1,202
-3% -$93.9K 0.02% 522
2018
Q2 		$3.15M Buy
40,272
+1,573
+4% +$123K 0.02% 500
2018
Q1 		$3.04M Sell
38,699
-15,437
-29% -$1.21M 0.02% 496
2017
Q4 		$4.28M Sell
54,136
-46,329
-46% -$3.68M 0.03% 438
2017
Q3 		$8.02M Buy
100,465
+4,780
+5% +$382K 0.07% 312
2017
Q2 		$7.64M Sell
95,685
-5,916
-6% -$473K 0.07% 315
2017
Q1 		$8.1M Sell
101,601
-8,686
-8% -$691K 0.08% 304
2016
Q4 		$8.76M Sell
110,287
-25,549
-19% -$2.04M 0.09% 283
2016
Q3 		$11M Sell
135,836
-10,274
-7% -$831K 0.11% 223
2016
Q2 		$11.8M Sell
146,110
-6,295
-4% -$507K 0.12% 186
2016
Q1 		$12.3M Sell
152,405
-34,900
-19% -$2.8M 0.14% 157
2015
Q4 		$14.9M Sell
187,305
-24,260
-11% -$1.94M 0.17% 128
2015
Q3 		$17M Buy
211,565
+13,043
+7% +$1.05M 0.2% 94
2015
Q2 		$15.9M Buy
198,522
+46,729
+31% +$3.75M 0.18% 123
2015
Q1 		$12.2M Buy
151,793
+120,261
+381% +$9.65M 0.15% 170
2014
Q4 		$2.52M Sell
31,532
-361
-1% -$29K 0.04% 411
2014
Q3 		$2.55M Sell
31,893
-3,382
-10% -$271K 0.04% 384
2014
Q2 		$2.83M Sell
35,275
-28,157
-44% -$2.26M 0.05% 339
2014
Q1 		$5.08M Buy
63,432
+9,753
+18% +$782K 0.11% 210
2013
Q4 		$4.29M Buy
53,679
+19,320
+56% +$1.55M 0.15% 156
2013
Q3 		$2.76M Sell
34,359
-18,776
-35% -$1.5M 0.09% 213
2013
Q2 		$4.25M Buy
+53,135
New +$4.29M 0.11% 215

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

United Capital Financial Advisors reduced its Vanguard Short-Term Bond ETF (BSV) stake by 31% in Q1 2026, selling an estimated $66.7M and leaving 1,922,954 shares worth $151M. The position accounts for 0.93% of the portfolio, ranked #17.

United Capital Financial Advisors first reported a position in BSV in Q2 2013 and has held it in 52 quarters since. The position peaked at $864M in Q2 2023. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • United Capital Financial Advisors held 1,922,954 shares of Vanguard Short-Term Bond ETF worth $151M as of Q1 2026.
  • United Capital Financial Advisors sold 846,537 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $66.7M.
  • Vanguard Short-Term Bond ETF made up 0.93% of United Capital Financial Advisors's portfolio in Q1 2026, its #17 holding.
  • United Capital Financial Advisors first reported a position in Vanguard Short-Term Bond ETF in Q2 2013 and has held it in 52 quarters since.
  • United Capital Financial Advisors's Vanguard Short-Term Bond ETF position peaked at $864M in Q2 2023.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

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