Envestnet Portfolio Solutions, Inc.
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1998033
BERWYN, PA
Position in BIV
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$34,779,700
-$140,215,959 QoQ
Shares Held
450,631
-79.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.79%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BIV Over Time
Shares Held
Position Value (USD)
All Filings in BIV
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $34,779,700 | 450,631 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $174,995,659 | 2,246,991 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $168,140,420 | 2,153,162 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $169,410,485 | 2,190,464 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $179,062,773 | 2,338,550 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $167,395,723 | 2,240,007 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $168,877,397 | 2,154,873 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $158,491,055 | 2,116,318 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $160,482,792 | 2,128,419 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $165,873,758 | 2,171,691 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $156,700,687 | 2,167,068 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||