DOPKINS WEALTH MANAGEMENT, LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1904152
WILLIAMSVILLE, NY
Position in BIV
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$1,943,546
+$46,857 QoQ
Shares Held
25,182
+3.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
8.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,943,546 | 25,182 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,896,689 | 24,354 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $2,045,020 | 26,188 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,648,424 | 21,314 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,524,508 | 19,910 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,260,022 | 16,861 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $231,583 | 2,955 | Shares | Sole | 2024-11-06 | |
| No filing history on record for this holder in this stock. | ||||||