NewSquare Capital LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1546989
NEWTOWN SQUARE, PA
Position in BIV
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$15,437,157
+$565,971 QoQ
Shares Held
200,015
+4.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,437,157 | 200,015 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $14,871,186 | 190,950 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $16,332,445 | 209,149 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $14,699,472 | 190,063 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $14,321,882 | 187,043 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $14,371,401 | 192,311 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $14,623,136 | 186,591 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $13,972,002 | 186,567 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $13,946,134 | 184,962 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $13,709,675 | 179,493 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $12,497,481 | 172,832 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $12,713,870 | 169,000 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $12,424,973 | 161,910 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $12,291,784 | 165,390 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $12,137,059 | 165,175 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $13,327,302 | 171,633 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $13,221,772 | 161,438 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $13,180,150 | 150,424 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $12,780,886 | 142,899 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $12,264,696 | 136,335 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $10,381,942 | 117,006 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $8,417,409 | 90,656 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $7,287,046 | 77,953 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $6,557,127 | 70,363 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $6,399,779 | 71,642 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||