Waverly Advisors, LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1568787
BIRMINGHAM, AL
Position in BIV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$10,398,449
-$305,259 QoQ
Shares Held
135,573
-2.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#59
of 252 holders
Holding Since
Jun 2022
17 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
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,398,449 | 135,573 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $10,703,708 | 138,685 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $9,187,581 | 117,971 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,073,388 | 39,357 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,974,960 | 38,466 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,014,637 | 39,371 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,947,500 | 39,442 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,932,840 | 37,423 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,705,476 | 36,126 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,504,486 | 33,216 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,454,318 | 32,133 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,313,775 | 31,998 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,042,451 | 40,442 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $874,452 | 11,395 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $1,148,838 | 15,458 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $731,713 | 9,958 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $465,356 | 5,993 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||