Forum Private Client Group LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1910636
FISHERS, IN
Position in BIV
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$300,587
-$3,193 QoQ
Shares Held
3,919
-0.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.92%
of 13F equity value
Holder Rank
#188
of 252 holders
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 | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $300,587 | 3,919 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $303,780 | 3,936 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $261,287 | 3,355 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $278,156 | 3,562 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $275,949 | 3,568 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $341,502 | 4,460 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $335,836 | 4,494 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $353,840 | 4,515 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $337,454 | 4,506 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $339,752 | 4,506 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $333,780 | 4,370 | Shares | Sole | 2024-01-19 | |
| 2023-06-30 | $327,400 | 4,352 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $333,972 | 4,352 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $373,829 | 5,030 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $388,268 | 5,284 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $467,453 | 6,020 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $624,487 | 7,625 | Shares | Sole | 2022-08-05 | |
| No filing history on record for this holder in this stock. | ||||||