Beacon Pointe Advisors, LLC

Position in BIV — Vanguard Intermediate-Term Bond ETF

CIK 1744317 NEWPORT BEACH, CA

Position in BIV

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$9,855,114

+$430,311 QoQ

Shares Held

127,690

+5.5% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$9,855,114	127,690	+5.5%	Shares	Sole	2026-05-15
2025-12-31	$9,424,803	121,017	+16.4%	Shares	Sole	2026-02-18
2025-09-30	$8,116,596	103,939	+662.7%	Shares	Sole	2025-11-14
2025-06-30	$1,053,989	13,628	+0.8%	Shares	Sole	2025-08-13
2025-03-31	$1,035,073	13,518	+121.5%	Shares	Sole	2025-05-13
2024-12-31	$456,002	6,102	+110.6%	Shares	Sole	2025-02-14
2024-06-30	$216,956	2,897	+0.1%	Shares	Sole	2024-08-12
2024-03-31	$218,283	2,895	-46.6%	Shares	Sole	2024-05-14
2023-12-31	$413,750	5,417	-41.5%	Shares	Sole	2024-02-08
2023-09-30	$669,084	9,253	+28.3%	Shares	Sole	2023-11-14
2023-06-30	$542,709	7,214	-42.9%	Shares	Sole	2023-08-14
2023-03-31	$968,995	12,627	+231.6%	Shares	Sole	2023-05-12
2022-12-31	$283,010	3,808	-4.9%	Shares	Sole	2023-02-14
2022-06-30	$310,832	4,003	-76.7%	Shares	Sole	2022-08-11
2022-03-31	$1,407,451	17,185	+406.6%	Shares	Sole	2022-05-17
2021-12-31	$297,207	3,392	-78.9%	Shares	Sole	2022-02-14
2021-09-30	$1,438,731	16,086	+301.6%	Shares	Sole	2021-11-15
2021-06-30	$360,289	4,005	+0.5%	Shares	Sole	2021-08-17
2021-03-31	$353,500	3,984	-2.7%	Shares	Sole	2021-05-18
2020-12-31	$380,035	4,093	+28.5%	Shares	Sole	2021-02-12
2020-09-30	$297,733	3,185	+1.8%	Shares	Sole	2020-11-16
2020-06-30	$291,591	3,129	—	Shares	Sole	2020-08-14
No filing history on record for this holder in this stock.