Neumann Capital Management, LLC BIV holdings history
VANGUARD INTERMEDIATE-TERM B · CUSIP 921937819 · CIK 1631930
As of 2026-06-30, Neumann Capital Management, LLC reported 218.28K BIV (shares), valued at $16.74M, or 11.07% of its reported non-derivative portfolio. Filed 2026-07-13.
Verify history & sources →Shares increased 0.18%; reported value decreased 0.44%, and weight changed +6.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 11.07% | 218,277 | SEC filing ↗Filed Jul 13, 2026 |
| Q1 2026 | 4.95% | 217,876 | SEC filing ↗Filed Apr 13, 2026 |
| Q4 2025 | 4.17% | 185,239 | SEC filing ↗Filed Jan 14, 2026 |
| Q3 2025 | 3.70% | 162,195 | SEC filing ↗Filed Oct 16, 2025 |
| Q2 2025 | 3.71% | 152,466 | SEC filing ↗Filed Jul 17, 2025 |
| Q1 2025 | 3.76% | 141,949 | SEC filing ↗Filed Apr 16, 2025 |
| Q4 2024 | 3.19% | 128,632 | SEC filing ↗Filed Jan 21, 2025 |
| Q3 2024 | 2.75% | 105,421 | SEC filing ↗Filed Nov 6, 2024 |
| Q2 2024 | 2.60% | 100,951 | SEC filing ↗Filed Aug 9, 2024 |
| Q1 2024 | 2.43% | 90,307 | SEC filing ↗Filed May 8, 2024 |
| Q4 2023 | 2.49% | 82,297 | SEC filing ↗Filed Feb 7, 2024 |
| Q3 2023 | 3.50% | 110,954 | SEC filing ↗Filed Nov 3, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 3.50% | 110,954 | $8.02M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 3, 2023 |
| Q4 2023 | 2.49% | 82,297 | $6.29M | Shares decreased 25.83%; reported value decreased 21.65%, and weight changed -1.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 7, 2024 |
| Q1 2024 | 2.43% | 90,307 | $6.81M | Shares increased 9.73%; reported value increased 8.33%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 8, 2024 |
| Q2 2024 | 2.60% | 100,951 | $7.56M | Shares increased 11.79%; reported value increased 11.03%, and weight changed +0.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 9, 2024 |
| Q3 2024 | 2.75% | 105,421 | $8.26M | Shares increased 4.43%; reported value increased 9.28%, and weight changed +0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 6, 2024 |
| Q4 2024 | 3.19% | 128,632 | $9.61M | Shares increased 22.02%; reported value increased 16.35%, and weight changed +0.44 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 21, 2025 |
| Q1 2025 | 3.76% | 141,949 | $10.87M | Shares increased 10.35%; reported value increased 13.07%, and weight changed +0.57 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 16, 2025 |
| Q2 2025 | 3.71% | 152,466 | $11.79M | Shares increased 7.41%; reported value increased 8.49%, and weight changed -0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 17, 2025 |
| Q3 2025 | 3.70% | 162,195 | $12.67M | Shares increased 6.38%; reported value increased 7.41%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 16, 2025 |
| Q4 2025 | 4.17% | 185,239 | $14.43M | Shares increased 14.21%; reported value increased 13.90%, and weight changed +0.47 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 14, 2026 |
| Q1 2026 | 4.95% | 217,876 | $16.82M | Shares increased 17.62%; reported value increased 16.56%, and weight changed +0.78 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 13, 2026 |
| Q2 2026 | 11.07% | 218,277 | $16.74M | Shares increased 0.18%; reported value decreased 0.44%, and weight changed +6.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 13, 2026 |
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