CPCM »

Vanguard Intermediate-Term Bond ETF shares owned by CPCM

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

Historical chart of CPCM investment in Vanguard Intermediate-Term Bond ETF

Jul 2018Jan 2019Jul 2019Jan 2020Jul 2020Jan 2021Jul 2021Jan 2022Jul 2022Jan 2023400k600k800k4k6k8k10k
Value ($)Share countHistorical BIV position of CPCM Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Intermediate-Term Bond ETF by CPCM

Quarter filed Position value Share count Share price at filing
2022-09-30 $737k 10k 73.50
2022-06-30 $815k 11k 77.63
2022-03-31 $294k 3.6k 81.80
2021-12-31 $366k 4.1k 89.55
2021-03-31 $358k 4.0k 88.70
2020-12-31 $548k 5.9k 92.80
2020-09-30 $547k 5.9k 93.46
2020-06-30 $717k 7.7k 93.25
2020-03-31 $641k 7.2k 89.39
2019-12-31 $625k 7.2k 87.24
2019-09-30 $629k 7.2k 87.97
2018-09-30 $379k 4.7k 80.45
2018-06-30 $381k 4.7k 81.06

More positions owned by CPCM

Paccar Equities (PCAR)
Microsoft Corp Equities (MSFT)
Apple Equities (AAPL)
Amazon.com Equities (AMZN)
DFA US Core Equity II Equities (DFAC)
Starbucks Corp Equities (SBUX)
Vanguard Specialized Portfolios Div Appr Equities (VIG)
iShares Russell 1000 Growth Index Equities (IWF)
SPDR S&P 500 Index Equities (SPY)
DFA Tax-Managed US Marketwide Value II Equities (DFUV)
Avantis US Equity ETF Equities (AVUS)
iShares MSCI All Country World Index Equities (ACWI)
DFA T/M U.S. Equity Equities (DFUS)
Avantis U.S. Small Cap Value ETF Equities (AVUV)
Vanguard Intl Equity Index Fds Total Wor Equities (VT)

View all positions for CPCM

Top funds holding Vanguard Intermediate-Term Bond ETF

Envestnet Asset Management
Wells Fargo & Company
Northwestern Mutual Wealth Management Company
Goldman Sachs Group
Bank of America Corporation
Morgan Stanley
EP Wealth Advisors
LPL Financial
True Link Financial Advisors
Ameriprise Financial
Baird Financial
Mather Group
United Capital Financial Advisers
Advisor Group Holdings
Envestnet Portfolio Solutions

View all funds holding Vanguard Intermediate-Term Bond ETF