Hoxton Planning & Management, LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1954782
SHEPHERDSTOWN, WV
Position in BIV
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$4,870,443
+$428,636 QoQ
Shares Held
63,105
+10.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
4.68%
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 | $4,870,443 | 63,105 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $4,441,807 | 57,034 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,423,132 | 31,030 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,775,571 | 22,958 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,539,363 | 20,104 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $927,847 | 12,416 | Shares | Sole | 2025-09-08 | |
| 2024-09-30 | $671,866 | 8,573 | Shares | Sole | 2024-10-08 | |
| No filing history on record for this holder in this stock. | ||||||