WALLER FINANCIAL PLANNING GROUP, INC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1736079
COLUMBUS, OH
Position in BIV
as of Mar 31, 2026
· filed Apr 3, 2026
Position Value
$2,778,557
+$35,157 QoQ
Shares Held
36,001
+2.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
5.88%
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 | $2,778,557 | 36,001 | Shares | Sole | 2026-04-03 | |
| 2025-12-31 | $2,743,400 | 35,226 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $3,000,061 | 38,418 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $3,038,379 | 39,286 | Shares | Sole | 2025-07-02 | |
| 2025-03-31 | $2,672,522 | 34,903 | Shares | Sole | 2025-04-02 | |
| 2024-12-31 | $3,031,646 | 40,568 | Shares | Sole | 2025-01-03 | |
| 2024-09-30 | $3,093,577 | 39,474 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $2,951,864 | 39,416 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $3,009,289 | 39,911 | Shares | Sole | 2024-04-02 | |
| 2023-12-31 | $3,212,695 | 42,062 | Shares | Sole | 2024-01-03 | |
| 2023-09-30 | $2,941,353 | 40,677 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $3,089,019 | 41,061 | Shares | Sole | 2023-07-05 | |
| 2023-03-31 | $3,032,688 | 39,519 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $2,576,154 | 34,663 | Shares | Sole | 2023-01-05 | |
| 2022-09-30 | $3,311,670 | 45,069 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $2,893,860 | 37,268 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $4,654,540 | 56,832 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $7,481,608 | 85,387 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $6,039,078 | 67,521 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $5,733,150 | 63,730 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $5,707,024 | 64,319 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $5,669,328 | 61,059 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $4,727,937 | 50,577 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $4,240,517 | 45,504 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $2,773,160 | 31,044 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||