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Vanguard Intermediate-Term Bond ETF shares owned by Connecticut Wealth Management

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

Historical chart of Connecticut Wealth Management investment in Vanguard Intermediate-Term Bond ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Intermediate-Term Bond ETF held by Connecticut Wealth Management 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 Connecticut Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.8M 74k 78.37
2024-06-30 $6.5M 87k 74.89
2024-03-31 $7.3M 97k 75.40
2023-12-31 $7.7M 100k 76.38

More positions owned by Connecticut Wealth Management

Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Core Msci Emkt (IEMG)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Connecticut Wealth Management

Top funds holding Vanguard Intermediate-Term Bond ETF

Envestnet Asset Management
Goldman Sachs Group
Northwestern Mutual Wealth Management Company
Wells Fargo & Company
Bank of America Corporation
Morgan Stanley
LPL Financial
True Link Financial Advisors
EP Wealth Advisors
Mather Group
United Capital Financial Advisers
Envestnet Portfolio Solutions
Lincoln National
Tiaa Trust, National Association
Royal Bank of Canada

View all funds holding Vanguard Intermediate-Term Bond ETF