SMITH, MOORE & CO.

Position in BIV — Vanguard Intermediate-Term Bond ETF

CIK 200724 CLAYTON, MO

Position in BIV

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$640,368

-$457 QoQ

Shares Held

8,349

+0.6% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#159

of 252 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$640,368	8,349	+0.6%	Shares	Sole	2026-08-12
2026-03-31	$640,825	8,303	+3.8%	Shares	Sole	2026-05-05
2025-12-31	$622,884	7,998	+31.8%	Shares	Sole	2026-01-23
2025-09-30	$473,772	6,067	+7.7%	Shares	Sole	2025-11-12
2025-06-30	$435,733	5,634	+23.7%	Shares	Sole	2025-08-13
2025-03-31	$348,776	4,555	-2.3%	Shares	Sole	2025-05-15
2024-12-31	$348,241	4,660	+13.9%	Shares	Sole	2025-02-13
2024-09-30	$320,768	4,093	-2.4%	Shares	Sole	2024-11-12
2024-06-30	$314,088	4,194	+1.9%	Shares	Sole	2024-08-14
2024-03-31	$310,421	4,117	-1.4%	Shares	Sole	2024-05-13
2023-12-31	$318,962	4,176	-11.2%	Shares	Sole	2024-02-13
2023-09-30	$340,073	4,703	+5.0%	Shares	Sole	2023-11-15
2023-06-30	$337,030	4,480	+7.7%	Shares	Sole	2023-08-11
2023-03-31	$319,084	4,158	-9.3%	Shares	Sole	2023-05-12
2022-12-31	$340,757	4,585	-6.1%	Shares	Sole	2023-02-13
2022-09-30	$358,802	4,883	-9.1%	Shares	Sole	2022-11-14
2022-06-30	$417,213	5,373	-11.6%	Shares	Sole	2022-08-12
2022-03-31	$497,870	6,079	+3.4%	Shares	Sole	2022-05-12
2021-12-31	$514,942	5,877	+20.8%	Shares	Sole	2022-02-08
2021-09-30	$435,215	4,866	+3.8%	Shares	Sole	2021-11-12
2021-06-30	$421,732	4,688	+11.6%	Shares	Sole	2021-08-10
2021-03-31	$372,843	4,202	+2.7%	Shares	Sole	2021-05-14
2020-12-31	$380,035	4,093	-0.8%	Shares	Sole	2021-02-16
2020-09-30	$385,791	4,127	+0.4%	Shares	Sole	2020-11-12
2020-06-30	$383,104	4,111	-1.7%	Shares	Sole	2020-08-10
2020-03-31	$373,488	4,181	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.