OSAIC HOLDINGS, INC.
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1677044
SCOTTSDALE, AZ
Position in BIV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$159,063,143
-$353,766 QoQ
Shares Held
2,073,835
+0.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#12
of 252 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 45%
Shared 0%
None 55%
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 | $159,063,143 | 2,073,835 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $159,416,909 | 2,065,521 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $168,547,737 | 2,164,198 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $164,133,854 | 2,101,855 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $144,403,833 | 1,867,130 | Shares | Sole | 2025-09-04 | |
| 2025-03-31 | $160,203,734 | 2,092,252 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $194,011,705 | 2,596,169 | Shares | Defined | 2025-06-06 | |
| 2024-09-30 | $130,531,500 | 1,665,580 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $121,121,015 | 1,617,319 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $109,743,340 | 1,455,482 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $164,510,906 | 2,153,848 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $187,608,796 | 2,594,507 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $183,732,642 | 2,442,279 | Shares | Sole | 2023-08-21 | |
| 2023-03-31 | $150,559,194 | 1,961,939 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $148,995,096 | 2,004,778 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $147,360,165 | 2,005,446 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $157,684,160 | 2,030,704 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $174,004,654 | 2,124,599 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $189,996,078 | 2,168,410 | Shares | Defined | 2022-02-03 | |
| 2021-09-30 | $191,417,338 | 2,140,176 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $188,856,800 | 2,099,342 | Shares | Defined | 2021-08-02 | |
| 2021-03-31 | $184,284,664 | 2,076,915 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $198,630,936 | 2,139,267 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $192,068,397 | 2,054,647 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $161,640,751 | 1,734,529 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $140,706,296 | 1,638,992 | Shares | Defined | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||