O'SHAUGHNESSY ASSET MANAGEMENT, LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1423442
Stamford, CT
Position in BIV
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$24,007
-$9,643 QoQ
Shares Held
313
-28.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#235
of 252 holders
Holding Since
Mar 2024
8 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
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,007 | 313 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $33,650 | 436 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $28,971 | 372 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $29,049 | 372 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $232 | 3 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $4,287 | 56 | Shares | Sole | 2025-05-13 | |
| 2024-06-30 | $74 | 1 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $603 | 8 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||