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Vanguard Intermediate-Term Bond ETF shares owned by Invenio Wealth Partners

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

Historical chart of Invenio Wealth Partners investment in Vanguard Intermediate-Term Bond ETF

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All positions including Vanguard Intermediate-Term Bond ETF held by Invenio Wealth Partners 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 Invenio Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.5M 20k 74.89
2024-03-31 $1.4M 19k 75.40
2023-12-31 $1.2M 15k 76.38
2023-09-30 $481k 6.7k 72.31

More positions owned by Invenio Wealth Partners

Wisdomtree U.s. High Dividend Fund Etf (DHS)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)
Wisdomtree U.s. Midcap Dividend Fund Etf (DON)
Jpmorgan Municipal Etf Etf (JMUB)
Wisdomtree International Quality Dividend Growth Fund Etf (IQDG)
Wisdomtree Yield Enhanced U.s. Aggregate Bond Fund Etf (AGGY)
Schwab U.s. Large-cap Growth Etf Etf (SCHG)
Wisdomtree U.s. High Yield Corporate Bond Fund Etf (QHY)
Wisdomtree Managed Futures Strategy Fund Etf (WTMF)
Wisdomtree Emerging Markets Ex-state-owned Enterprises Fund Etf (XSOE)
Spdr S&p 500 Etf Trust Etf (SPY)
Wisdomtree U.s. Smallcap Fund Etf (EES)
Ishares National Muni Bond Etf Etf (MUB)
Wisdomtree Mortgage Plus Bond Fund Etf (MTGP)

View all positions for Invenio Wealth Partners

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