Cerity Partners LLC

Position in BIV — Vanguard Intermediate-Term Bond ETF

CIK 1566475 NEW YORK, NY

Position in BIV

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$97,896,658

+$4,610,583 QoQ

Shares Held

1,276,358

+5.6% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#19

of 252 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 40% Shared 0% None 60%

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$97,896,658	1,276,358	+5.6%	Shares	Other	2026-08-14
2026-03-31	$93,286,075	1,208,682	+8.6%	Shares	Other	2026-05-15
2025-12-31	$86,668,834	1,112,851	+22.2%	Shares	Other	2026-02-11
2025-09-30	$71,089,387	910,352	+8.9%	Shares	Defined	2025-10-22
2025-06-30	$64,644,793	835,852	+5.4%	Shares	Sole	2025-08-13
2025-03-31	$60,728,892	793,116	+10.7%	Shares	Other	2025-04-30
2024-12-31	$53,562,428	716,746	+21.3%	Shares	Sole	2025-02-13
2024-09-30	$46,293,550	590,705	+12.4%	Shares	Sole	2024-11-12
2024-06-30	$39,371,170	525,720	+8.0%	Shares	Sole	2024-08-13
2024-03-31	$36,690,017	486,605	+20.6%	Shares	Defined	2024-05-14
2023-12-31	$30,818,795	403,493	+115.6%	Shares	Other	2024-01-26
2023-09-30	$13,535,781	187,191	+97.3%	Shares	Sole	2023-11-14
2023-06-30	$7,137,070	94,870	-0.3%	Shares	Sole	2023-08-14
2023-03-31	$7,300,045	95,127	+29.0%	Shares	Sole	2023-05-11
2022-12-31	$5,482,289	73,766	+40.6%	Shares	Sole	2023-02-15
2022-09-30	$3,855,201	52,466	+3.2%	Shares	Sole	2022-11-14
2022-06-30	$3,947,493	50,837	-2.4%	Shares	Sole	2022-08-10
2022-03-31	$4,264,123	52,065	+1.0%	Shares	Sole	2022-04-25
2021-12-31	$4,516,811	51,550	+32.3%	Shares	Sole	2022-02-14
2021-09-30	$3,484,582	38,960	+40.7%	Shares	Sole	2021-10-25
2021-06-30	$2,490,182	27,681	+14.1%	Shares	Sole	2021-08-11
2021-03-31	$2,152,146	24,255	+12.7%	Shares	Sole	2021-08-11
2020-12-31	$1,998,874	21,528	—	Shares	Sole	2021-02-11
No filing history on record for this holder in this stock.