Amplius Wealth Advisors, LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1900584
BLUE BELL, PA
Position in BIV
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$2,513,289
-$1,076,278 QoQ
Shares Held
32,564
-29.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
15 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
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,513,289 | 32,564 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $3,589,567 | 46,091 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $3,680,147 | 47,127 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $4,164,681 | 53,849 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $4,515,026 | 58,966 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $5,989,983 | 80,155 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $54,551,397 | 696,075 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $51,922,585 | 693,318 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $47,937,585 | 635,777 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $51,161,920 | 669,834 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $16,421,745 | 227,102 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $13,594,662 | 180,708 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $12,222,456 | 159,271 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $10,539,616 | 141,814 | Shares | Sole | 2023-01-19 | |
| 2021-12-31 | $197,145 | 2,250 | Shares | Sole | 2022-01-28 | |
| No filing history on record for this holder in this stock. | ||||||