Valpey Financial Services, LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 2077991
CONCORD, NH
Position in BIV
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$231,480
+$1,098 QoQ
Shares Held
3,018
+1.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.82%
of 13F equity value
Holder Rank
#204
of 252 holders
Holding Since
Jun 2025
5 quarters on record
Common Shares in BIV Over Time
Shares Held
Position Value (USD)
All Filings in BIV
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $231,480 | 3,018 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $230,382 | 2,985 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $230,914 | 2,965 | Shares | Sole | 2026-03-04 | |
| 2025-09-30 | $228,413 | 2,925 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $223,899 | 2,895 | Shares | Sole | 2025-07-22 | |
| No filing history on record for this holder in this stock. | ||||||