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Vanguard Intermediate-Term Bond ETF shares owned by Octavia Wealth Advisors

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

Historical chart of Octavia Wealth Advisors 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 Octavia Wealth Advisors 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 Octavia Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $210k 2.7k 78.37
2024-06-30 $201k 2.7k 74.89
2024-03-31 $202k 2.7k 75.40
2023-12-31 $205k 2.7k 76.38
2023-06-30 $202k 2.7k 75.23

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View all positions for Octavia Wealth Advisors

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