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Vanguard Intermediate-Term Bond ETF shares owned by Holistic Planning

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

Historical chart of Holistic Planning 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 Holistic Planning 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 Holistic Planning

Quarter filed Position value Share count Share price at filing
2024-12-31 $709k 9.5k 74.73
2024-09-30 $713k 9.1k 78.37

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View all positions for Holistic Planning

Top funds holding Vanguard Intermediate-Term Bond ETF

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

View all funds holding Vanguard Intermediate-Term Bond ETF