Focus Partners Wealth
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1542153
ST LOUIS, MO
Position in BIV
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$12,472,954
-$829,945 QoQ
Shares Held
162,620
-5.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#54
of 252 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
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 | $12,472,954 | 162,620 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $13,302,899 | 172,362 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $11,937,134 | 153,276 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $9,615,065 | 123,128 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $8,405,388 | 108,681 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,355,688 | 69,945 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $4,339,870 | 58,074 | Shares | Sole | 2025-05-20 | |
| 2024-09-30 | $3,846,634 | 49,083 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||