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Vanguard Intermediate-Term Bond ETF shares owned by Life Planning Partners

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

Historical chart of Life Planning Partners 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 Life Planning 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 Life Planning Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.8M 24k 78.37
2024-06-30 $1.8M 24k 74.89
2024-03-31 $1.9M 25k 75.40
2023-12-31 $1.9M 26k 76.38
2022-09-30 $2.0M 28k 73.48
2022-06-30 $2.2M 28k 77.78
2022-03-31 $2.1M 26k 81.82
2021-12-31 $1.5M 16k 90.32

More positions owned by Life Planning Partners

Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Shrt Nat Mun Etf (SUB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Total Usd (IUSB)
Ishares Core Msci Emkt (IEMG)
Ishares Tr National Mun Etf (MUB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core S&p Us Vlu (IUSV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Bd Index Fds Intermed Term (BIV)

View all positions for Life Planning 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