Corient Private Wealth LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1948780
MIAMI, FL
Position in BIV
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,276,269
-$9,677,896 QoQ
Shares Held
68,791
-64.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#80
of 252 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 16%
Shared 0%
None 84%
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 | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,276,269 | 68,791 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $14,954,165 | 193,757 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $14,123,460 | 181,349 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $12,901,014 | 165,207 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $11,325,050 | 146,432 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 | $9,468,646 | 123,660 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,919,813 | 25,690 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,026,099 | 25,853 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,626,685 | 21,721 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,959,042 | 25,982 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,764,989 | 23,108 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,878,975 | 25,985 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,703,884 | 22,649 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,690,275 | 22,026 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,595,650 | 21,470 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||