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Vanguard Intermediate-Term Bond ETF shares owned by Mark Sheptoff Financial Planning

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

Historical chart of Mark Sheptoff Financial Planning investment in Vanguard Intermediate-Term Bond ETF

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All positions including Vanguard Intermediate-Term Bond ETF held by Mark Sheptoff Financial 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 Mark Sheptoff Financial Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $291k 3.8k 76.69
2024-09-30 $8.3k 106 78.37
2024-06-30 $7.9k 106 74.89

More positions owned by Mark Sheptoff Financial Planning

Microsoft Corporation (MSFT)
Nextera Energy (NEE)
Celestica (CLS)
Palantir Technologies Cl A (PLTR)
Apple (AAPL)
Raytheon Technologies Corp (RTX)
Johnson & Johnson (JNJ)
Pepsi (PEP)
Veeva Systems Cl A Com (VEEV)
Abbvie (ABBV)
Vertex Pharmaceuticals Incorporated (VRTX)
Invesco Exchange Traded Fd Tr S&p500 Eql Wgt (RSP)
Tesla Motors (TSLA)
Berkshire Hathaway Cl B New (BRK.B)
General Dynamics Corporation (GD)

View all positions for Mark Sheptoff Financial Planning

Top funds holding Vanguard Intermediate-Term Bond ETF

Wells Fargo & Company
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Goldman Sachs Group
EP Wealth Advisors
Morgan Stanley
Bank of America Corporation
True Link Financial Advisors
LPL Financial
Baird Financial
Ameriprise Financial
Mather Group
United Capital Financial Advisers
Jones Financial Companies, L.L
Tiaa-cref Individual & Institutional Services

View all funds holding Vanguard Intermediate-Term Bond ETF