Prestige Wealth Management Group LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1772715
FLEMINGTON, NJ
Position in BIV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$722,590
+$273,017 QoQ
Shares Held
9,421
+61.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#154
of 252 holders
Holding Since
Mar 2023
14 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
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $722,590 | 9,421 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $449,573 | 5,825 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $659,020 | 8,462 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $293,852 | 3,763 | Shares | Sole | 2026-02-20 | |
| 2025-06-30 | $210,364 | 2,720 | Shares | Sole | 2026-02-20 | |
| 2025-03-31 | $203,905 | 2,663 | Shares | Sole | 2026-02-20 | |
| 2024-12-31 | $230,093 | 3,079 | Shares | Sole | 2026-02-20 | |
| 2024-09-30 | $41,614 | 531 | Shares | Sole | 2026-02-20 | |
| 2024-06-30 | $110,238 | 1,472 | Shares | Sole | 2026-02-20 | |
| 2024-03-31 | $112,195 | 1,488 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $82,795 | 1,084 | Shares | Sole | 2024-04-26 | |
| 2023-09-30 | $57,341 | 793 | Shares | Sole | 2024-04-26 | |
| 2023-06-30 | $168,816 | 2,244 | Shares | Sole | 2024-04-26 | |
| 2023-03-31 | $67,607 | 881 | Shares | Sole | 2024-04-26 | |
| No filing history on record for this holder in this stock. | ||||||