UNITED CAPITAL FINANCIAL ADVISORS, LLC - VANGUARD BD INDEX FD INC ownership

VANGUARD BD INDEX FD INC's ticker is BND and the CUSIP is 921937835. A total of 761 filers reported holding VANGUARD BD INDEX FD INC in Q2 2019. The put-call ratio across all filers is 1.16 and the average weighting 1.4%.

About VANGUARD BD INDEX FD INC

Vanguard BD Index Fund Inc. is a mutual fund that invests in a diversified portfolio of high-quality, investment-grade bonds. The fund seeks to track the performance of the Bloomberg Barclays U.S. Aggregate Float Adjusted Index, which is a broad-based index of U.S. investment-grade bonds.

Investors who are looking for a low-cost way to invest in a diversified portfolio of bonds may find Vanguard BD Index Fund Inc. to be an attractive option. The fund has a low expense ratio, which means that investors can keep more of their returns. Additionally, the fund has a low turnover rate, which means that it is tax-efficient.

One of the benefits of investing in a bond index fund like Vanguard BD Index Fund Inc. is that it provides diversification. By investing in a broad-based index of investment-grade bonds, investors can reduce their exposure to the risks associated with individual bonds. Additionally, the fund provides exposure to a range of maturities, which can help to manage interest rate risk.

Investors should keep in mind that bond funds, like all investments, come with risks. The value of the fund's shares will fluctuate based on changes in interest rates, credit risk, and other factors. However, for investors who are looking for a low-cost, diversified way to invest in bonds, Vanguard BD Index Fund Inc. may be worth considering.

It's important to note that this information is for educational purposes only and has not been fact-checked. As with any investment, it's important to do your own research and consult with a financial advisor before making any investment decisions.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of VANGUARD BD INDEX FD INC
ValueSharesWeighting
Q2 2024$931,576
-10.7%
12,930
-10.0%
0.01%
-11.1%
Q1 2024$1,042,903
-53.4%
14,359
-52.9%
0.01%
-52.6%
Q4 2023$2,239,968
-30.5%
30,455
-34.1%
0.02%
-9.5%
Q3 2023$3,224,905
-6.2%
46,215
-2.3%
0.02%
+10.5%
Q2 2023$3,439,541
-35.7%
47,318
-34.7%
0.02%
-36.7%
Q1 2023$5,350,003
-84.1%
72,464
-84.6%
0.03%
-84.1%
Q4 2022$33,713,233
+780.2%
469,282
+774.1%
0.19%
+721.7%
Q3 2022$3,830,000
-68.7%
53,690
-66.9%
0.02%
-65.7%
Q2 2022$12,217,000
+91.1%
162,334
+101.9%
0.07%
+116.1%
Q1 2022$6,394,000
-14.8%
80,386
-9.2%
0.03%
-11.4%
Q4 2021$7,505,000
+4.4%
88,551
+5.2%
0.04%
-2.8%
Q3 2021$7,190,000
+10.3%
84,142
+10.9%
0.04%
+9.1%
Q2 2021$6,516,000
-6.6%
75,861
-7.8%
0.03%
-15.4%
Q1 2021$6,973,000
-9.2%
82,306
-5.5%
0.04%
-15.2%
Q4 2020$7,677,000
+10.3%
87,053
+10.3%
0.05%
+2.2%
Q3 2020$6,963,000
-3.0%
78,925
-2.9%
0.04%
-13.5%
Q2 2020$7,178,000
+1.5%
81,256
-2.0%
0.05%
-10.3%
Q1 2020$7,075,000
-1.3%
82,899
-3.0%
0.06%
+26.1%
Q4 2019$7,169,000
+4.1%
85,484
+4.8%
0.05%
-4.2%
Q3 2019$6,888,000
+2.4%
81,588
+0.8%
0.05%
+9.1%
Q2 2019$6,725,000
+5.1%
80,956
+2.7%
0.04%
-2.2%
Q1 2019$6,400,000
-2.3%
78,836
-4.7%
0.04%
-13.5%
Q4 2018$6,552,000
+13.3%
82,721
+12.6%
0.05%
+26.8%
Q3 2018$5,781,000
-13.9%
73,451
-13.3%
0.04%
-18.0%
Q2 2018$6,712,000
+30.0%
84,757
+31.2%
0.05%
+28.2%
Q1 2018$5,164,000
-12.8%
64,604
-11.1%
0.04%
-17.0%
Q4 2017$5,925,000
+13.6%
72,642
+14.2%
0.05%
+6.8%
Q3 2017$5,214,000
+3.3%
63,612
+3.2%
0.04%
-2.2%
Q2 2017$5,046,000
+22.4%
61,660
+21.2%
0.04%
+18.4%
Q1 2017$4,123,000
-7.1%
50,855
-7.4%
0.04%
-11.6%
Q4 2016$4,436,000
+27.9%
54,909
+33.3%
0.04%
+26.5%
Q3 2016$3,467,000
-82.8%
41,200
-82.8%
0.03%
-83.4%
Q2 2016$20,114,000
+9.9%
239,453
+8.3%
0.20%
+1.5%
Q1 2016$18,303,000
-14.3%
221,018
-16.4%
0.20%
-17.9%
Q4 2015$21,351,000
-81.5%
264,370
-81.3%
0.25%
-82.3%
Q3 2015$115,717,000
+95.4%
1,412,386
+93.8%
1.39%
+102.5%
Q2 2015$59,228,000
+62.7%
728,874
+66.0%
0.69%
+54.2%
Q1 2015$36,396,000
-65.0%
438,983
-65.2%
0.44%
-43.0%
Q4 2014$103,980,000
+98.2%
1,262,356
+97.1%
0.78%
-14.3%
Q3 2014$52,474,000
+15.0%
640,476
+15.5%
0.91%
+7.7%
Q2 2014$45,610,000
-10.0%
554,737
-11.1%
0.85%
-21.7%
Q1 2014$50,687,000
+4888.9%
624,303
+4818.1%
1.08%
+2985.7%
Q4 2013$1,016,000
-95.5%
12,694
-95.5%
0.04%
-95.2%
Q3 2013$22,817,000
+12.6%
282,104
+12.6%
0.73%
+35.1%
Q2 2013$20,265,000250,5520.54%
Other shareholders
VANGUARD BD INDEX FD INC shareholders Q2 2019
NameSharesValueWeighting ↓
Diana Davis Spencer Foundation 1,608,100$135,563,00049.80%
Milliman Financial Risk Management LLC 32,890,516$2,772,670,00030.77%
RETIREMENT CAPITAL STRATEGIES 586,337$49,428,00029.10%
Verus Financial Partners, Inc. 665,303$56,085,00025.23%
AMERICAN ECONOMIC PLANNING GROUP INC /ADV 629,787$53,091,00021.38%
Higher Moment Capital LP 236,860$19,967,00018.06%
JONES FINANCIAL COMPANIES LLLP 47,125,468$3,972,677,00017.05%
Cornerstone Management, Inc. 331,476$27,943,44116.87%
Mercer Investments LLC 169,931$14,325,151,00016.69%
Paracle Advisors, LLC 356,940$30,090,00015.82%
View complete list of VANGUARD BD INDEX FD INC shareholders