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Vanguard Intermediate-Term Bond ETF shares owned by San Luis Wealth Advisors

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

Historical chart of San Luis 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 San Luis 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 San Luis Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $11M 144k 78.37
2024-06-30 $10M 139k 74.89
2022-03-31 $317k 3.6k 87.50
2021-09-30 $363k 4.1k 89.54
2020-12-31 $2.6M 28k 92.87

More positions owned by San Luis Wealth Advisors

Ea Series Trust Marketdesk Focus (FDIV)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Apple (AAPL)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)
Ishares Tr 10+ Yr Invst Grd (IGLB)
NVIDIA Corporation (NVDA)
Vanguard Bd Index Fds Intermed Term (BIV)
Microsoft Corporation (MSFT)
Vanguard Wellington Short Trm Tax Ex (VTES)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Broad Usd High (USHY)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)

View all positions for San Luis Wealth Advisors

Top funds holding Vanguard Intermediate-Term Bond ETF

Envestnet Asset Management
Goldman Sachs Group
Wells Fargo & Company
Northwestern Mutual Wealth Management Company
Bank of America Corporation
Morgan Stanley
LPL Financial
True Link Financial Advisors
Mather Group
United Capital Financial Advisers
EP Wealth Advisors
Envestnet Portfolio Solutions
Lincoln National
Tiaa Trust, National Association
Royal Bank of Canada

View all funds holding Vanguard Intermediate-Term Bond ETF