VANCE WEALTH, LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1910854
SANTA CLARITA, CA
Position in BIV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$548,251
+$44,035 QoQ
Shares Held
7,148
+9.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#162
of 252 holders
Holding Since
Dec 2021
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 | $548,251 | 7,148 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $504,216 | 6,533 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $506,920 | 6,509 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $499,307 | 6,394 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $487,628 | 6,305 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $509,803 | 6,658 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $328,288 | 4,393 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $344,671 | 4,398 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $304,352 | 4,064 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $305,897 | 4,057 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $302,693 | 3,963 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $272,970 | 3,775 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $309,571 | 4,115 | Shares | Sole | 2023-08-02 | |
| 2022-09-30 | $353,071 | 4,805 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $373,108 | 4,805 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $411,547 | 5,025 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $469,993 | 5,364 | Shares | Sole | 2022-02-18 | |
| No filing history on record for this holder in this stock. | ||||||