CARY STREET PARTNERS FINANCIAL LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1475045
RICHMOND, VA
Position in BIV
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$37,575,854
+$12,072 QoQ
Shares Held
486,860
+0.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.69%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 39%
Shared 0%
None 61%
Common Shares in BIV Over Time
Shares Held
Position Value (USD)
All Filings in BIV
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $37,575,854 | 486,860 | Shares | Defined | 2026-04-29 | |
| 2025-12-31 | $37,563,782 | 482,329 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $38,475,879 | 492,712 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $40,512,625 | 523,825 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $38,959,198 | 508,805 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $42,788,080 | 572,569 | Shares | Defined | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||