HERITAGE INVESTORS MANAGEMENT CORP
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 937589
BETHESDA, MD
Position in BIV
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$1,175,760
-$182,700 QoQ
Shares Held
15,234
-12.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 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
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,175,760 | 15,234 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,358,460 | 17,443 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,327,842 | 17,004 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,340,302 | 17,330 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,376,728 | 17,980 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,727,533 | 23,117 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $2,087,149 | 26,632 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $990,420 | 13,225 | Shares | Sole | 2024-07-30 | |
| No filing history on record for this holder in this stock. | ||||||