Forthright Family Wealth Advisory LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 2008648
HOUSTON, TX
Position in BIV
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$4,813,793
+$4,612,084 QoQ
Shares Held
62,371
+2308.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
24.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
8 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
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,813,793 | 62,371 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $201,709 | 2,590 | Shares | Sole | 2026-02-23 | |
| 2025-03-31 | $317,152 | 4,142 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $364,009 | 4,871 | Shares | Sole | 2025-03-03 | |
| 2024-09-30 | $399,765 | 5,101 | Shares | Sole | 2024-12-09 | |
| 2024-06-30 | $4,102,024 | 54,774 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $4,702,773 | 62,371 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $4,982,267 | 65,230 | Shares | Sole | 2024-02-28 | |
| No filing history on record for this holder in this stock. | ||||||