AE Wealth Management LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1697723
TOPEKA, KS
Position in BIV
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$4,284,953
+$1,273,960 QoQ
Shares Held
55,519
+43.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.05%
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%
Common Shares in BIV Over Time
Shares Held
Position Value (USD)
All Filings in BIV
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,284,953 | 55,519 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $3,010,993 | 38,662 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $2,435,859 | 31,193 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $2,002,330 | 25,890 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $1,971,063 | 25,742 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $1,876,470 | 25,110 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,908,152 | 24,348 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,673,266 | 22,343 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $1,455,068 | 19,298 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $12,587,882 | 164,806 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $10,892,055 | 150,630 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $10,149,504 | 134,913 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $12,129,524 | 158,060 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $13,735,376 | 184,814 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $13,807,700 | 187,911 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $15,659,830 | 201,672 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $17,854,445 | 218,003 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $18,998,556 | 216,829 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $18,139,863 | 202,816 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $16,891,879 | 187,771 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $11,682,280 | 131,661 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $12,489,532 | 134,513 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $13,796,993 | 147,593 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $11,277,201 | 121,013 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $7,304,424 | 81,769 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||