CAPTRUST FINANCIAL ADVISORS
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1512024
RALEIGH, NC
Position in BIV
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$30,940,243
+$131,068 QoQ
Shares Held
403,393
+1.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#33
of 252 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 18%
Shared 0%
None 82%
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 | $30,940,243 | 403,393 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $30,809,175 | 399,186 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $31,001,925 | 398,073 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $28,570,319 | 365,864 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $27,486,171 | 355,394 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $4,844,430 | 63,268 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,754,397 | 63,621 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $5,465,288 | 69,737 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,325,128 | 71,106 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $5,254,098 | 69,683 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $4,875,488 | 63,832 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,581,561 | 63,360 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $5,059,443 | 67,253 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $5,357,372 | 69,812 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,707,205 | 63,337 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $5,214,508 | 70,965 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $2,665,413 | 34,326 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $2,290,906 | 27,972 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,058,989 | 34,912 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,825,409 | 31,590 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $2,893,743 | 32,167 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,905,197 | 32,742 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $3,106,389 | 33,456 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,582,478 | 27,626 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $2,455,836 | 26,353 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $2,094,788 | 23,450 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||