LVW Advisors, LLC

Position in BIV — Vanguard Intermediate-Term Bond ETF

CIK 1576053 PITTSFORD, NY

Position in BIV

as of Mar 31, 2026 · filed Apr 20, 2026 Compact

Position Value

$35,898,501

+$917,064 QoQ

Shares Held

465,127

+3.6% QoQ

Ownership

—

of shares outstanding

% of Portfolio

6.15%

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%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$35,898,501	465,127	+3.6%	Shares	Sole	2026-04-20
2025-12-31	$34,981,437	449,171	+4.9%	Shares	Sole	2026-01-14
2025-09-30	$33,429,313	428,087	+9.1%	Shares	Sole	2025-10-20
2025-06-30	$30,350,536	392,430	+4.2%	Shares	Sole	2025-07-17
2025-03-31	$28,832,816	376,555	+44.5%	Shares	Sole	2025-04-09
2024-12-31	$19,470,752	260,548	-4.0%	Shares	Sole	2025-01-16
2024-09-30	$21,278,944	271,519	+9535.2%	Shares	Sole	2024-10-09
2024-06-30	$211,040	2,818	+3.8%	Shares	Sole	2024-07-15
2024-03-31	$204,711	2,715	-28.7%	Shares	Sole	2024-04-18
2023-12-31	$290,778	3,807	+0.4%	Shares	Sole	2024-01-16
2023-09-30	$274,271	3,793	-9.0%	Shares	Sole	2023-10-11
2023-06-30	$313,483	4,167	+3.6%	Shares	Sole	2023-07-14
2023-03-31	$308,801	4,024	+1.9%	Shares	Sole	2023-05-03
2022-12-31	$293,489	3,949	-11.8%	Shares	Sole	2023-01-19
2022-09-30	$329,116	4,479	-3.0%	Shares	Sole	2022-10-14
2022-06-30	$358,510	4,617	+1.9%	Shares	Sole	2022-07-22
2022-03-31	$371,252	4,533	+2.5%	Shares	Sole	2022-05-02
2021-12-31	$387,368	4,421	+2.5%	Shares	Sole	2022-01-26
2021-09-30	$385,933	4,315	+0.2%	Shares	Sole	2021-11-02
2021-06-30	$387,367	4,306	-1.9%	Shares	Sole	2021-07-15
2021-03-31	$389,435	4,389	+5.1%	Shares	Sole	2021-04-19
2020-12-31	$387,648	4,175	+2.6%	Shares	Sole	2021-02-04
2020-09-30	$380,557	4,071	+9.4%	Shares	Sole	2020-10-29
2020-06-30	$346,666	3,720	+7.1%	Shares	Sole	2020-08-11
2020-03-31	$310,421	3,475	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.