HEADINVEST, LLC

Position in BIV — Vanguard Intermediate-Term Bond ETF

CIK 1372130 Portland, ME

Position in BIV

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,022,564

+$24,473 QoQ

Shares Held

13,332

+3.1% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#143

of 252 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,022,564	13,332	+3.1%	Shares	Sole	2026-08-14
2026-03-31	$998,091	12,932	-19.2%	Shares	Sole	2026-05-15
2025-12-31	$1,245,924	15,998	-3.3%	Shares	Sole	2026-02-02
2025-09-30	$1,292,233	16,548	+16.7%	Shares	Sole	2025-11-14
2025-06-30	$1,096,913	14,183	-6.2%	Shares	Sole	2025-08-14
2025-03-31	$1,157,968	15,123	+11.6%	Shares	Sole	2025-05-15
2024-12-31	$1,013,114	13,557	-15.1%	Shares	Sole	2025-02-18
2024-09-30	$1,251,568	15,970	+13.7%	Shares	Sole	2024-11-15
2024-06-30	$1,051,830	14,045	+10.9%	Shares	Sole	2024-08-14
2024-03-31	$954,564	12,660	+1.7%	Shares	Sole	2024-08-14
2023-12-31	$950,931	12,450	-6.0%	Shares	Sole	2024-02-12
2023-09-30	$958,107	13,250	-2.6%	Shares	Sole	2023-12-11
2023-06-30	$1,023,880	13,610	-2.9%	Shares	Sole	2023-08-23
2023-03-31	$1,075,127	14,010	0.0%	Shares	Sole	2023-05-17
2022-12-31	$1,041,223	14,010	-41.6%	Shares	Sole	2023-02-13
2022-09-30	$1,764,254	24,010	0.0%	Shares	Sole	2022-12-28
2022-06-30	$1,864,376	24,010	-11.8%	Shares	Sole	2022-08-12
2022-03-31	$2,228,499	27,210	-11.5%	Shares	Sole	2022-05-13
2021-12-31	$2,693,000	30,735	-20.2%	Shares	Sole	2022-02-11
2021-09-30	$3,444,781	38,515	-5.6%	Shares	Sole	2021-11-16
2021-06-30	$3,669,018	40,785	-0.7%	Shares	Sole	2021-08-30
2021-03-31	$3,645,472	41,085	-0.5%	Shares	Sole	2021-05-13
2020-12-31	$3,833,312	41,285	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.