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Vanguard Intermediate-Term Bond ETF shares owned by Williams Jones Wealth Management

Quarter-by-quarter ownership of Vanguard Intermediate-Term Bond ETF (BIV) shares owned by Williams Jones Wealth Management from 13F filings

Historical chart of Williams Jones Wealth 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 Williams Jones Wealth Management 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 Williams Jones Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $767k 9.8k 78.09
2025-06-30 $759k 9.8k 77.34
2025-03-31 $752k 9.8k 76.57
2024-12-31 $1.2M 16k 74.73
2024-09-30 $1.5M 19k 78.37
2024-06-30 $1.4M 19k 74.89
2024-03-31 $1.5M 19k 75.40
2023-09-30 $2.9M 40k 72.31