Creative Planning
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1540235
OVERLAND PARK, KS
Position in BIV
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$105,177,559
+$18,085,719 QoQ
Shares Held
1,371,285
+21.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#18
of 252 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
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 | $105,177,559 | 1,371,285 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $87,091,840 | 1,128,425 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $81,885,679 | 1,051,434 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $46,439,653 | 594,694 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $46,936,872 | 606,890 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $38,470,375 | 502,421 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $25,097,771 | 335,846 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $3,603,765 | 45,984 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $4,283,332 | 57,195 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $5,863,254 | 77,762 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $5,442,990 | 71,262 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $5,387,456 | 74,505 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $2,243,208 | 29,818 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $2,046,195 | 26,664 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,507,655 | 20,286 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,045,315 | 27,835 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $2,183,362 | 28,118 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,864,370 | 34,974 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,047,073 | 34,776 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,830,507 | 31,647 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $2,791,548 | 31,031 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $2,932,970 | 33,055 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $3,445,106 | 37,104 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $3,333,122 | 35,656 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,880,574 | 20,180 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $2,116,585 | 23,694 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||