Root Financial Partners »

Vanguard Intermediate-Term Bond ETF shares owned by Root Financial Partners

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

Historical chart of Root Financial 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 Root Financial Partners 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 Root Financial Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $299k 3.9k 76.70
2026-03-31 $181k 2.3k 77.18
2025-12-31 $51k 655 77.86
2025-09-30 $120k 1.5k 78.08
2023-03-31 $333k 4.3k 76.74

More positions owned by Root Financial Partners

Dimensional U.s. Equity Market Etf Etf (DFUS)
Dimensional U.s. Small Cap Etf Etf (DFAS)
Dimensional International Core Equity Market Etf Etf (DFAI)
Dimensional Us Large Cap Value Etf Etf (DFLV)
Dimensional Short-duration Fixed Income Etf Etf (DFSD)
Dimensional Core Fixed Income Etf Etf (DFCF)
Dimensional Emerging Core Equity Market Etf Etf (DFAE)
Dimensional Ultrashort Fixed Income Etf Etf (DUSB)
Dimensional Us High Profitability Etf Etf (DUHP)
Dimensional International Value Etf Etf (DFIV)
Vanguard Growth Etf Etf (VUG)
Dimensional Us Real Estate Etf Etf (DFAR)
Dimensional International Small Cap Etf Etf (DFIS)
Dimensional Emerging Markets Value Etf Etf (DFEV)
Nvidia Corporation Stock (NVDA)

View all positions for Root Financial Partners

Top funds holding Vanguard Intermediate-Term Bond ETF

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

View all funds holding Vanguard Intermediate-Term Bond ETF