MONETA GROUP INVESTMENT ADVISORS LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1120927
ST LOUIS, MO
Position in BIV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,452,420
-$411,519 QoQ
Shares Held
45,012
-10.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#100
of 252 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BIV Over Time
Shares Held
Position Value (USD)
All Filings in BIV
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,452,420 | 45,012 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,863,939 | 50,064 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,305,751 | 55,287 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,789,317 | 48,525 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,677,581 | 21,691 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,615,397 | 21,097 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,516,869 | 20,298 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,680,723 | 21,446 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,723,668 | 23,016 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,443,683 | 19,147 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $1,260,499 | 16,503 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $826,575 | 11,431 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $876,354 | 11,649 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $884,505 | 11,526 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $487,910 | 6,565 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $492,977 | 6,709 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $487,020 | 6,272 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $637,018 | 7,778 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $849,037 | 9,690 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $709,974 | 7,938 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $637,006 | 7,081 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $665,031 | 7,495 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $654,963 | 7,054 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $497,967 | 5,327 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $502,014 | 5,387 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $467,999 | 5,239 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||