Williams Jones Wealth Management, LLC.
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1788587
New York, NY
Position in BIV
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$275,223
-$275,077 QoQ
Shares Held
3,566
-49.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 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
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $275,223 | 3,566 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $550,300 | 7,066 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $766,531 | 9,816 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $759,169 | 9,816 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $751,611 | 9,816 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,185,666 | 15,866 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,503,136 | 19,180 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,436,390 | 19,180 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,452,656 | 19,266 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,473,675 | 19,294 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,911,489 | 40,264 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||