Aureus Asset Management, LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1381296
BOSTON, MA
Position in BIV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,405,710
-$4,874 QoQ
Shares Held
44,403
+0.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#102
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 | $3,405,710 | 44,403 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,410,584 | 44,190 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,409,197 | 43,775 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,429,478 | 43,917 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $3,396,308 | 43,914 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,244,041 | 42,367 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,874,937 | 38,471 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,985,975 | 38,101 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,886,859 | 38,548 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,305,807 | 30,581 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,234,496 | 29,255 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,127,938 | 29,428 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,311,441 | 30,725 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $2,506,098 | 32,657 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,558,020 | 34,419 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,598,473 | 35,363 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,987,296 | 25,593 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,001,717 | 24,441 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $2,723,229 | 31,080 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,777,738 | 31,057 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,755,924 | 30,635 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,653,559 | 29,906 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,607,506 | 28,083 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,926,391 | 31,305 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $2,917,312 | 31,305 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $2,796,475 | 31,305 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||