Sterling Financial Planning, Inc.
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1844278
SPARTA, NJ
Position in BIV
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$11,805,127
+$739,291 QoQ
Shares Held
153,913
+7.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
15.15%
of 13F equity value
Holder Rank
#57
of 252 holders
Holding Since
Dec 2020
23 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
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,805,127 | 153,913 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $11,065,836 | 143,377 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $10,085,537 | 129,501 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $8,555,228 | 109,556 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $8,141,968 | 105,275 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $7,766,188 | 101,426 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $7,043,825 | 94,257 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $7,466,858 | 95,277 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $6,784,509 | 90,593 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $6,150,528 | 81,572 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $5,258,686 | 68,849 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $4,700,294 | 65,002 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $4,603,474 | 61,192 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $4,195,299 | 54,669 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $2,325,101 | 31,285 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,703,927 | 23,189 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $1,127,788 | 14,524 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $555,937 | 6,788 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $530,101 | 6,050 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $482,081 | 5,390 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $357,231 | 3,971 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $200,441 | 2,259 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $154,409 | 1,663 | Shares | Sole | 2021-02-10 | |
| No filing history on record for this holder in this stock. | ||||||