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Vanguard Intermediate-Term Bond ETF shares owned by M3 Wealth Management

Quarter-by-quarter ownership of Vanguard Intermediate-Term Bond ETF (BIV) shares owned by M3 Wealth Management from 13F filings

Historical chart of M3 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 M3 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 M3 Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.3M 17k 77.88

More positions owned by M3 Wealth Management

Ishares Tr Rus 1000 Etf (IWB)
Visa Com Cl A (V)
Apple (AAPL)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Microsoft Corporation (MSFT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Index Fds Small Cp Etf (VB)
Amazon (AMZN)
Chevron Corporation (CVX)
Verizon Communications (VZ)
Ishares Gold Tr Ishares New (IAU)
Johnson & Johnson (JNJ)
NVIDIA Corporation (NVDA)
Exxon Mobil Corporation (XOM)

View all positions for M3 Wealth Management

Top funds holding Vanguard Intermediate-Term Bond ETF

Wells Fargo & Company
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Goldman Sachs Group
True Link Financial Advisors
LPL Financial
Baird Financial
Ameriprise Financial
Mather Group
United Capital Financial Advisers
Tiaa Trust, National Association
Envestnet Portfolio Solutions
Raymond James Financial
Jones Financial Companies, L.L
Advisor Group Holdings

View all funds holding Vanguard Intermediate-Term Bond ETF