Carl P. Sherr & Co., LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1818535
WORCESTER, MA
Position in BIV
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$9,652,516
-$51,098 QoQ
Shares Held
125,065
+0.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
8.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
15 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in BIV Over Time
Shares Held
Position Value (USD)
All Filings in BIV
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,652,516 | 125,065 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $9,703,614 | 124,597 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $9,204,234 | 117,867 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $8,651,407 | 111,862 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $7,533,339 | 98,385 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $4,141,984 | 55,426 | Shares | Sole | 2025-02-03 | |
| 2022-03-31 | $213,759 | 2,610 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $239,202 | 2,730 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $244,171 | 2,730 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $254,586 | 2,830 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $357,581 | 4,030 | Shares | Sole | 2021-04-13 | |
| 2020-12-31 | $374,185 | 4,030 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $376,724 | 4,030 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $375,555 | 4,030 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $359,999 | 4,030 | Shares | Sole | 2020-07-28 | |
| No filing history on record for this holder in this stock. | ||||||