Cresset Asset Management, LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1761013
Chicago, IL
Position in BIV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$287,471
+$21,278 QoQ
Shares Held
3,748
+8.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#191
of 252 holders
Holding Since
Jun 2022
11 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in BIV Over Time
Shares Held
Position Value (USD)
All Filings in BIV
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $287,471 | 3,748 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $266,193 | 3,449 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $423,277 | 5,435 | Shares | Sole | 2026-02-17 | |
| 2025-03-31 | $1,197,784 | 15,643 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $221,723 | 2,967 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $233,542 | 2,980 | Shares | Defined | 2024-11-14 | |
| 2024-03-31 | $585,706 | 7,768 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $387,399 | 5,072 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $572,274 | 7,607 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $389,302 | 5,073 | Shares | Sole | 2023-05-12 | |
| 2022-06-30 | $424,357 | 5,465 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||