BIV — VANGUARD INTERMED TERM ETF

Ownership history in ORG Partners LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which ORG Partners LLC reported a position in VANGUARD INTERMED TERM ETF (BIV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.02% (2023 Q2)
Avg. % of fund
0.01%
First filed
2023 Q2
Last filed
2025 Q3
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 339 -61 -15.2% 0.00% $26K $76.51
2025 Q2 ADDED 400 +256 +177.8% 0.01% $31K $75.01
2025 Q1 REDUCED 144 -90 -38.5% 0.00% $11K $73.51
2024 Q4 REDUCED 234 -1,497 -86.5% 0.00% $17K $71.28
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    BIV price (monthly, adj. close)

Other funds also holding BIV

As of 2025 Q4 — sorted by position size

Diana Davis Spencer Foundation 3Y 7Y 37.48% True Link Financial Advisors, LLC 3Y 24.72% Gordian Advisors LLC 21.37% Kropog Financial Group, LLC 20.21% BCM ADVISORS, LLC 3Y 7Y 19.65% BRIGHTON SECURITIES CORP. 17.24% Sage Financial Management Group, Inc. 3Y 15.29% FPC INVESTMENT ADVISORY, INC. 15.02% Family Investment Center, Inc. 3Y 14.87% Reliant Wealth Planning 3Y 14.42%
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