World Investment Advisors

Position in BIV — Vanguard Intermediate-Term Bond ETF

CIK 1652594 SANTA BARBARA, CA

Position in BIV

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

Position Value

$60,864,134

-$61,449 QoQ

Shares Held

793,535

+0.5% QoQ

Ownership

—

of shares outstanding

% of Portfolio

1.82%

of 13F equity value

Holder Rank

#26

of 252 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$60,864,134	793,535	+0.5%	Shares	Sole	2026-08-14
2026-03-31	$60,925,583	789,396	+22.9%	Shares	Sole	2026-04-27
2025-12-31	$50,003,788	642,062	+11.4%	Shares	Sole	2026-03-13
2025-09-30	$45,007,874	576,359	+3.2%	Shares	Sole	2025-10-15
2025-06-30	$43,182,711	558,349	+4.3%	Shares	Sole	2025-08-04
2025-03-31	$41,002,698	535,493	+286.7%	Shares	Sole	2025-04-29
2024-12-31	$10,347,937	138,471	+693.4%	Shares	Sole	2025-02-12
2024-09-30	$1,367,713	17,452	+13.8%	Shares	Sole	2024-11-25
2024-06-30	$1,148,288	15,333	+24.1%	Shares	Sole	2024-08-15
2024-03-31	$931,567	12,355	+42.0%	Shares	Sole	2024-05-15
2023-12-31	$664,735	8,703	-36.4%	Shares	Sole	2024-02-15
2023-09-30	$989,779	13,688	-5.5%	Shares	Sole	2023-11-14
2023-06-30	$1,089,255	14,479	+71.7%	Shares	Sole	2023-08-14
2023-03-31	$647,148	8,433	+2.8%	Shares	Sole	2023-05-15
2022-12-31	$609,424	8,200	-1.5%	Shares	Sole	2023-02-14
2022-09-30	$611,574	8,323	+5.4%	Shares	Sole	2022-11-14
2022-06-30	$612,969	7,894	-15.9%	Shares	Sole	2022-08-09
2022-03-31	$769,122	9,391	-0.1%	Shares	Sole	2022-05-12
2021-12-31	$823,715	9,401	+10.9%	Shares	Sole	2022-02-11
2021-09-30	$758,272	8,478	+9.2%	Shares	Sole	2021-11-12
2021-06-30	$698,539	7,765	+9.2%	Shares	Sole	2021-08-12
2021-03-31	$631,047	7,112	+5.9%	Shares	Sole	2021-05-17
2020-12-31	$623,394	6,714	+5.3%	Shares	Sole	2021-02-16
2020-09-30	$596,215	6,378	+34.5%	Shares	Sole	2020-11-13
2020-06-30	$441,813	4,741	—	Shares	Sole	2020-08-14
No filing history on record for this holder in this stock.