Apella Capital, LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1801507
WEST HARTFORD, CT
Position in BIV
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$15,613,668
+$623,092 QoQ
Shares Held
202,302
+5.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.46%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
19 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
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,613,668 | 202,302 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $14,990,576 | 192,483 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $637,448 | 8,163 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,328,237 | 17,174 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $1,298,014 | 16,952 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $1,298,284 | 17,373 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,446,318 | 18,455 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $1,593,808 | 21,282 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $1,587,999 | 21,061 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $2,235,184 | 29,264 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $4,134,685 | 57,180 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $4,498,377 | 59,795 | Shares | Sole | 2023-07-06 | |
| 2022-12-31 | $4,548,086 | 61,196 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $1,660,207 | 22,594 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $1,825,240 | 23,506 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $1,975,428 | 24,120 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $1,807,074 | 20,624 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $2,133,770 | 23,857 | Shares | Sole | 2022-01-18 | |
| 2021-06-30 | $1,888,260 | 20,990 | Shares | Sole | 2022-01-18 | |
| No filing history on record for this holder in this stock. | ||||||