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Vanguard Intermediate-Term Bond ETF shares owned by Wela Strategies

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

Historical chart of Wela Strategies 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 Wela Strategies 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 Wela Strategies

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.1M 42k 75.40
2023-12-31 $3.4M 45k 76.40
2023-09-30 $3.3M 45k 72.31
2023-06-30 $3.5M 46k 75.23
2023-03-31 $3.3M 43k 76.74
2022-12-31 $1.6M 21k 74.30
2022-09-30 $1.6M 22k 73.47
2022-06-30 $1.8M 24k 77.64
2022-03-31 $2.0M 24k 81.91
2021-12-31 $2.1M 24k 87.64
2021-09-30 $2.3M 26k 89.44
2021-06-30 $2.4M 26k 89.97
2021-03-31 $2.3M 26k 88.73
2020-12-31 $3.7M 40k 92.84
2020-09-30 $3.5M 37k 93.47
2020-06-30 $3.7M 39k 93.20
2020-03-31 $3.2M 36k 89.33
2019-12-31 $3.5M 41k 87.22
2019-09-30 $3.4M 39k 88.01
2019-06-30 $2.9M 34k 86.48
2019-03-31 $2.8M 33k 83.94
2018-12-31 $1.5M 19k 81.27
2018-09-30 $1.5M 19k 80.47
2018-06-30 $1.5M 19k 80.96
2018-03-31 $1.6M 19k 81.76
2017-12-31 $1.4M 17k 83.80
2017-09-30 $1.4M 17k 84.64
2017-03-31 $1.6M 19k 83.62

More positions owned by Wela Strategies

Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Div Grwth (DGRO)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
Select Sector Spdr Tr Financial (XLF)
Select Sector Spdr Tr Technology (XLK)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Select Sector Spdr Tr Indl (XLI)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Wela Strategies

Top funds holding Vanguard Intermediate-Term Bond ETF

Goldman Sachs Group
Wells Fargo & Company
Bank of America Corporation
True Link Financial Advisors
Mather Group
United Capital Financial Advisers
Baird Financial
Envestnet Portfolio Solutions
Advisor Group Holdings
Lincoln National
Royal Bank of Canada
UBS Group
Diana Davis Spencer Foundation
Tiaa Trust, National Association
Bank of New York Mellon

View all funds holding Vanguard Intermediate-Term Bond ETF