Momentum Wealth Planning »

Vanguard Intermediate-Term Bond ETF shares owned by Momentum Wealth Planning

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

Historical chart of Momentum Wealth 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 Momentum Wealth Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Intermediate-Term Bond ETF by Momentum Wealth Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.2M 66k 78.09

More positions owned by Momentum Wealth Planning

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vaneck Etf Trust Semiconductr Etf (SMH)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Kraneshares Trust Csi Chi Internet (KWEB)
Vanguard Bd Index Fds Intermed Term (BIV)
Tesla Motors (TSLA)
Meta Platforms Cl A (META)
NVIDIA Corporation (NVDA)
Nexstar Media Group Common Stock (NXST)
Goldman Sachs (GS)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Oracle Corporation (ORCL)
JPMorgan Chase & Co. (JPM)

View all positions for Momentum Wealth Planning

Top funds holding Vanguard Intermediate-Term Bond ETF

Wells Fargo & Company
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Goldman Sachs Group
Morgan Stanley
EP Wealth Advisors
LPL Financial
True Link Financial Advisors
Baird Financial
Ameriprise Financial
United Capital Financial Advisers
Mather Group
Tiaa Trust, National Association
Envestnet Portfolio Solutions
Raymond James Financial

View all funds holding Vanguard Intermediate-Term Bond ETF