Sage Financial Management Group, Inc.
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1762086
MCLEAN, VA
Position in BIV
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$51,748,726
+$1,698,911 QoQ
Shares Held
670,494
+4.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
52.97%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
16 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
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $51,748,726 | 670,494 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $50,049,815 | 642,653 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $48,390,967 | 619,682 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $46,437,874 | 600,438 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $51,621,886 | 674,179 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $47,794,468 | 639,562 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $43,848,093 | 559,501 | Shares | Sole | 2024-10-17 | |
| 2024-03-31 | $21,389,622 | 283,682 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $18,895,495 | 247,388 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $17,184,977 | 237,657 | Shares | Sole | 2023-10-12 | |
| 2023-03-31 | $12,179,251 | 158,708 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $12,580,889 | 169,280 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $10,831,613 | 147,409 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $12,976,324 | 167,113 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $17,614,642 | 215,075 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $18,186,494 | 207,561 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||