Welch & Forbes LLC

Position in BIV — Vanguard Intermediate-Term Bond ETF

CIK 105495 Boston, MA

Position in BIV

as of Mar 31, 2026 · filed May 1, 2026 Compact

Position Value

$863,412

+$11,950 QoQ

Shares Held

11,187

+2.3% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 22% Shared 0% None 78%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$863,412	11,187	+2.3%	Shares	Sole	2026-05-01
2025-12-31	$851,462	10,933	+0.9%	Shares	Sole	2026-02-10
2025-09-30	$846,339	10,838	+4.9%	Shares	Sole	2025-11-04
2025-06-30	$799,308	10,335	+3.1%	Shares	Sole	2025-08-05
2025-03-31	$767,843	10,028	-0.6%	Shares	Sole	2025-05-02
2024-12-31	$754,100	10,091	+22.1%	Shares	Sole	2025-02-07
2024-09-30	$647,728	8,265	+0.6%	Shares	Sole	2024-11-04
2024-06-30	$615,221	8,215	-9.1%	Shares	Sole	2024-08-02
2024-03-31	$681,766	9,042	-7.7%	Shares	Sole	2024-05-03
2023-12-31	$748,218	9,796	-10.1%	Shares	Sole	2024-02-06
2023-09-30	$787,962	10,897	-16.9%	Shares	Sole	2023-11-03
2023-06-30	$986,415	13,112	-3.1%	Shares	Sole	2023-07-28
2023-03-31	$1,037,908	13,525	-13.8%	Shares	Sole	2023-04-14
2022-12-31	$1,166,526	15,696	-78.3%	Shares	Sole	2023-02-02
2022-09-30	$5,312,530	72,299	-1.3%	Shares	Sole	2022-10-31
2022-06-30	$5,685,144	73,215	+0.1%	Shares	Sole	2022-07-22
2022-03-31	$5,993,196	73,177	+0.5%	Shares	Sole	2022-04-25
2021-12-31	$6,380,225	72,817	+0.6%	Shares	Sole	2022-01-19
2021-09-30	$6,476,976	72,417	+2.0%	Shares	Sole	2021-10-13
2021-06-30	$6,388,869	71,019	+1.5%	Shares	Sole	2021-07-22
2021-03-31	$6,208,349	69,969	-2.9%	Shares	Sole	2021-04-14
2020-12-31	$6,690,121	72,053	+2.1%	Shares	Sole	2021-01-20
2020-09-30	$6,600,061	70,604	+7.1%	Shares	Sole	2020-10-23
2020-06-30	$6,144,203	65,932	+0.4%	Shares	Sole	2020-07-15
2020-03-31	$5,868,266	65,692	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.