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Vanguard Short-Term Bond ETF shares owned by United Capital Financial Advisers

Quarter-by-quarter ownership of Vanguard Short-Term Bond ETF (BSV) shares owned by United Capital Financial Advisers from 13F filings

Historical chart of United Capital Financial Advisers investment in Vanguard Short-Term Bond ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Short-Term Bond ETF held by United Capital Financial Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Short-Term Bond ETF by United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2023-12-31 $415M 5.4M 77.02
2023-09-30 $741M 9.9M 75.17
2023-06-30 $864M 11M 75.57
2023-03-31 $835M 11M 76.49
2022-12-31 $783M 10M 75.28
2022-09-30 $729M 9.7M 74.82
2022-06-30 $62M 812k 76.79
2022-03-31 $61M 789k 77.90
2021-12-31 $60M 736k 80.83
2021-09-30 $56M 684k 81.94
2021-06-30 $48M 578k 82.16
2021-03-31 $54M 653k 82.19
2020-12-31 $56M 669k 82.90
2020-09-30 $48M 576k 83.05
2020-06-30 $25M 295k 83.12
2020-03-31 $22M 268k 82.18
2019-12-31 $22M 269k 80.61
2019-09-30 $20M 246k 80.79
2019-06-30 $16M 200k 80.53
2019-03-31 $8.5M 106k 79.59
2018-12-31 $3.1M 39k 78.56
2018-09-30 $3.0M 39k 78.04
2018-06-30 $3.2M 40k 78.22
2018-03-31 $3.0M 39k 78.45
2017-12-31 $4.3M 54k 79.10
2017-09-30 $8.0M 101k 79.82
2017-06-30 $7.6M 96k 79.85
2017-03-31 $8.1M 102k 79.72
2016-12-31 $8.8M 110k 79.45
2016-09-30 $11M 136k 80.83
2016-06-30 $12M 146k 81.00
2016-03-31 $12M 152k 80.63
2015-12-31 $15M 187k 79.57
2015-09-30 $17M 212k 80.39
2015-06-30 $16M 199k 80.19
2015-03-31 $12M 152k 80.37
2014-12-31 $2.4M 31k 79.96
2014-09-30 $2.6M 32k 80.08
2014-06-30 $2.8M 35k 80.34
2014-03-31 $5.1M 63k 80.09
2013-12-31 $4.3M 54k 79.94
2013-09-30 $2.8M 34k 80.36
2013-06-30 $4.3M 53k 80.06
2013-03-31 $2.5M 31k 81.00
2012-12-31 $3.1M 39k 80.99
2012-09-30 $550k 6.8k 81.40
2012-06-30 $791k 9.7k 81.16

More positions owned by United Capital Financial Advisers

Vanguard S&p 500 Etf Exchange Traded Fund (VOO)
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)
Apple Common Stock (AAPL)
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Microsoft Corp Common Stock (MSFT)
Vanguard Value Etf Exchange Traded Fund (VTV)
Ishares Core Total Usd Bond Ma Exchange Traded Fund (IUSB)
Vanguard Intermediate-term Bon Exchange Traded Fund (BIV)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Ishares U.s. Treasury Bond Etf Exchange Traded Fund (GOVT)
Ishares Currency Hedged Msci E Exchange Traded Fund (HEFA)
Ishares Mbs Etf Exchange Traded Fund (MBB)
Ishares Core Msci Emerging Mar Exchange Traded Fund (IEMG)
Spdr Nuveen Bloomberg Short Te Exchange Traded Fund (SHM)

View all positions for United Capital Financial Advisers

Top funds holding Vanguard Short-Term Bond ETF

Goldman Sachs Group
Mercer Global Advisors
Jpmorgan Chase & Co
Empower Advisory Group
Hanson McClain Advisors
Bank of America Corporation
Wells Fargo & Company
Truepoint
United Capital Financial Advisers
H D Vest Advisory Services
Envestnet Portfolio Solutions
Royal Bank of Canada
CI Private Wealth
Lincoln National
Charles Schwab Investment Management

View all funds holding Vanguard Short-Term Bond ETF