NewEdge Advisors, LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1633516
NEW ORLEANS, LA
Position in BIV
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$17,426,163
+$15,213,215 QoQ
Shares Held
227,199
+29.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#48
of 252 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in BIV Over Time
Shares Held
Position Value (USD)
All Filings in BIV
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,426,163 | 227,199 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,212,948 | 175,402 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $16,310,330 | 209,429 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $14,922,374 | 191,092 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $14,551,753 | 188,153 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $14,158,558 | 184,910 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $12,979,629 | 173,687 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $11,637,866 | 148,499 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,824,875 | 91,132 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $6,279,915 | 83,288 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $6,999,081 | 91,635 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $4,765,590 | 65,905 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $5,004,450 | 66,522 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $5,146,721 | 67,067 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $4,546,005 | 61,168 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $4,556,715 | 62,013 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,358,859 | 69,013 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $5,503,270 | 67,195 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $5,324,842 | 60,772 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $3,340,583 | 37,350 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $3,201,046 | 35,583 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $3,012,028 | 33,946 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $2,286,059 | 24,621 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $2,163,033 | 23,139 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $2,282,595 | 24,494 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $2,371,354 | 26,546 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||