Wescott Financial Advisory Group, LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1864880
Philadelphia, PA
Position in BIV
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$30,118,260
+$3,053,247 QoQ
Shares Held
390,234
+12.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
11.64%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
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 | $30,118,260 | 390,234 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $27,065,013 | 347,522 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $26,031,535 | 333,353 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $23,139,045 | 299,186 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $21,624,363 | 282,413 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $18,568,835 | 248,479 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $14,211,929 | 181,344 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $10,767,609 | 143,779 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $10,434,379 | 138,387 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $10,321,611 | 135,135 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $6,040,705 | 83,539 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $5,788,647 | 76,946 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $5,027,851 | 65,518 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $3,051,133 | 41,054 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $530,893 | 7,225 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||