Valeo Financial Advisors, LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1722641
CARMEL, IN
Position in BIV
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$383,970
+$134,085 QoQ
Shares Held
4,975
+54.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BIV Over Time
Shares Held
Position Value (USD)
All Filings in BIV
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $383,970 | 4,975 | Shares | Sole | 2026-05-08 | |
| 2025-06-30 | $249,885 | 3,231 | Shares | Sole | 2025-09-12 | |
| 2024-09-30 | $254,232 | 3,244 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $285,930 | 3,818 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $286,218 | 3,796 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $210,503 | 2,756 | Shares | Sole | 2024-01-29 | |
| 2023-06-30 | $276,620 | 3,677 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $299,286 | 3,900 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $353,391 | 4,755 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $347,046 | 4,723 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $385,532 | 4,965 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $383,537 | 4,683 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $409,360 | 4,672 | Shares | Sole | 2022-01-07 | |
| 2021-09-30 | $387,543 | 4,333 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $239,023 | 2,657 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $226,527 | 2,553 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $95,635 | 1,030 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $112,362 | 1,202 | Shares | Sole | 2020-10-28 | |
| 2020-03-31 | $91,563 | 1,025 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||