CARY STREET PARTNERS INVESTMENT ADVISORY LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1766904
RICHMOND, VA
Position in BIV
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$1,971,794
+$575,251 QoQ
Shares Held
25,548
+42.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.89%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in BIV Over Time
Shares Held
Position Value (USD)
All Filings in BIV
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,971,794 | 25,548 | Shares | Other | 2026-04-29 | |
| 2025-12-31 | $1,396,543 | 17,932 | Shares | Other | 2026-02-09 | |
| 2025-09-30 | $258,009 | 3,304 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $255,531 | 3,304 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $252,987 | 3,304 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $246,907 | 3,304 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $42,300,911 | 539,759 | Shares | Defined | 2024-10-30 | |
| 2024-06-30 | $39,297,103 | 524,731 | Shares | Other | 2024-07-22 | |
| 2024-03-31 | $37,909,158 | 502,774 | Shares | Defined | 2024-04-30 | |
| 2023-12-31 | $35,787,389 | 468,544 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $27,527,880 | 419,883 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $21,525,785 | 286,133 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $6,154,317 | 80,197 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $4,453,031 | 59,917 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $5,556,704 | 75,622 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,970,042 | 76,884 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $6,848,150 | 83,616 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $7,381,546 | 84,245 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $7,194,911 | 80,444 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $6,209,848 | 69,029 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $5,838,788 | 65,804 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $6,068,490 | 65,358 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $5,480,451 | 58,627 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $4,450,195 | 47,754 | Shares | Sole | 2020-08-05 | |
| No filing history on record for this holder in this stock. | ||||||