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Vanguard Intermediate-Term Bond ETF shares owned by Kelman-Lazarov

Quarter-by-quarter ownership of Vanguard Intermediate-Term Bond ETF (BIV) shares owned by Kelman-Lazarov from 13F filings

Historical chart of Kelman-Lazarov investment in Vanguard Intermediate-Term Bond ETF

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All positions including Vanguard Intermediate-Term Bond ETF held by Kelman-Lazarov consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Intermediate-Term Bond ETF by Kelman-Lazarov

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.4M 58k 76.38
2023-09-30 $5.3M 74k 72.31
2023-06-30 $6.2M 82k 75.23
2023-03-31 $6.9M 90k 76.74
2022-12-31 $6.1M 83k 74.32
2022-09-30 $12M 157k 73.48
2022-06-30 $20M 262k 77.65

More positions owned by Kelman-Lazarov

Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Pimco Etf Tr Active Bd Etf (BOND)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Gnma Bond Etf (GNMA)
Ishares Tr Core S&p Mcp Etf (IJH)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Schwab Strategic Tr Intl Eqty Etf (SCHF)

View all positions for Kelman-Lazarov

Top funds holding Vanguard Intermediate-Term Bond ETF

Goldman Sachs Group
Wells Fargo & Company
Bank of America Corporation
True Link Financial Advisors
Mather Group
United Capital Financial Advisers
Baird Financial
Envestnet Portfolio Solutions
Advisor Group Holdings
Lincoln National
Royal Bank of Canada
UBS Group
Diana Davis Spencer Foundation
Tiaa Trust, National Association
Bank of New York Mellon

View all funds holding Vanguard Intermediate-Term Bond ETF