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Uptown Financial Advisors »

Vanguard Intermediate-Term Bond ETF shares owned by Uptown Financial Advisors

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

Historical chart of Uptown Financial 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 Uptown Financial 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 Uptown Financial Advisors

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$3.6M	46k	78.09
2025-06-30	$3.6M	46k	77.34
2025-03-31	$3.7M	48k	76.57
2024-12-31	$3.3M	44k	74.73

More positions owned by Uptown Financial Advisors

Vanguard Index Fds Growth Etf (VUG)

Vanguard Index Fds Mid Cap Etf (VO)

Ishares Tr Core S&p Scp Etf (IJR)

Spdr Series Trust Prtflo S&p500 Vl (SPYV)

Coreweave Com Cl A Call Option (CRWV)

Spdr Index Shs Fds Portfolio Emg Mk (SPEM)

Vanguard Bd Index Fds Short Trm Bond (BSV)

Spdr Series Trust Prtflo S&p500 Gw (SPYG)

Vanguard Index Fds Value Etf (VTV)

Vanguard Bd Index Fds Intermed Term (BIV)

Schwab Strategic Tr Intl Eqty Etf (SCHF)

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

Vanguard World Energy Etf (VDE)

Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)

Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Uptown Financial Advisors

Top funds holding Vanguard Intermediate-Term Bond ETF

Wells Fargo & Company

Envestnet Asset Management

Northwestern Mutual Wealth Management Company

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

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