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Vanguard Intermediate-Term Bond ETF shares owned by Stephenson & Company

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

Historical chart of Stephenson & Company 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 Stephenson & Company 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 Stephenson & Company

Quarter filed Position value Share count Share price at filing
2024-03-31 $9.8M 130k 75.40
2023-12-31 $9.3M 122k 76.38

More positions owned by Stephenson & Company

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Tips Bd Etf (TIP)
Spdr Ser Tr Bloomberg High Y (JNK)
Ishares Tr Jpmorgan Usd Emg (EMB)
Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for Stephenson & Company

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
Ameriprise Financial
True Link Financial Advisors
Mather Group
United Capital Financial Advisers
Baird Financial
Envestnet Portfolio Solutions
FMR
Lincoln National

View all funds holding Vanguard Intermediate-Term Bond ETF