Cornerstone Planning Group LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1822587
FAIRFIELD, NJ
Position in BIV
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$45,157,554
+$3,807,869 QoQ
Shares Held
585,094
+10.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
29.25%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
13 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
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $45,157,554 | 585,094 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $41,349,685 | 530,941 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $6,091 | 78 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $39,545,488 | 511,320 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $36,474,578 | 476,356 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $34,233,289 | 458,093 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $15,304,798 | 195,289 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $13,659,861 | 182,399 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $12,919,036 | 171,340 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $12,276,862 | 160,734 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $10,651,913 | 147,309 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $9,871,304 | 131,215 | Shares | Sole | 2023-08-15 | |
| 2022-12-31 | $7,433,858 | 100,025 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||