Legacy Wealth Partners, LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 2066638
Lakewood, CO
Position in BIV
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$1,321,012
+$105,461 QoQ
Shares Held
17,116
+9.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.68%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,321,012 | 17,116 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,215,551 | 15,608 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||