Vanguard Intermediate-Term Bond ETF shares owned by Smallwood Wealth Investment Management
Quarter-by-quarter ownership of Vanguard Intermediate-Term Bond ETF (BIV) shares owned by Smallwood Wealth Investment Management
from 13F filings
Historical chart of Smallwood Wealth Investment Management 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 Smallwood Wealth Investment Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Vanguard Intermediate-Term Bond ETF by Smallwood Wealth Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $337k | 4.3k | 77.88 |
| 2025-09-30 | $412k | 5.3k | 78.09 |
| 2025-06-30 | $408k | 5.3k | 77.34 |
| 2025-03-31 | $423k | 5.5k | 76.57 |
| 2024-12-31 | $451k | 6.0k | 74.73 |
| 2024-09-30 | $3.1M | 40k | 78.37 |
| 2024-06-30 | $3.2M | 42k | 74.89 |
| 2024-03-31 | $3.3M | 44k | 75.40 |
| 2023-12-31 | $3.4M | 45k | 76.38 |
| 2023-09-30 | $3.3M | 46k | 72.31 |
| 2023-06-30 | $3.4M | 46k | 75.23 |
| 2023-03-31 | $4.3M | 57k | 76.74 |
| 2022-12-31 | $4.2M | 57k | 74.32 |
| 2022-09-30 | $4.2M | 57k | 73.48 |
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