WEBSTERROGERS FINANCIAL ADVISORS, LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1841757
FLORENCE, SC
Position in BIV
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$787,853
-$5,899 QoQ
Shares Held
10,208
+0.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.36%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 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
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $787,853 | 10,208 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $793,752 | 10,192 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $796,049 | 10,194 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $787,011 | 10,176 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $779,482 | 10,180 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $1,010,125 | 13,517 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,066,850 | 13,613 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,013,037 | 13,527 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,795,123 | 23,808 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $10,115,003 | 132,430 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $21,179,092 | 292,893 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $14,834,453 | 197,188 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $14,417,527 | 187,875 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $9,216,646 | 124,013 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $1,679,973 | 22,863 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $345,309 | 4,447 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $3,323,993 | 40,586 | Shares | Sole | 2022-04-14 | |
| No filing history on record for this holder in this stock. | ||||||