SEC 13F Intelligence

Cbiz Investment Advisory Services, LLC / VTV

Cbiz Investment Advisory Services, LLC’s Vanguard Index Fds Position

Does Cbiz Investment Advisory Services, LLC own Vanguard Index Fds (VTV)? Yes — 2.70M shares worth $530M (+19.38% of its 13F portfolio) as of Q1 2026, up from 2.11M shares the prior filed quarter.

Position Value
$530M
Q1 2026
Shares
2.70M
% of Portfolio
+19.38%
Quarters Held
23
currently held

Position History VTV

Reported value by quarter
Q4 ’19: $151MQ4 ’19Q1 ’20: $124MQ2 ’20: $141MQ3 ’20: $156MQ3 ’20Q4 ’20: $179MQ1 ’21: $193MQ2 ’21: $189MQ2 ’21Q3 ’21: $191MQ4 ’21: $207MQ2 ’22: $173MQ2 ’22Q4 ’22: $8MQ1 ’23: $195MQ2 ’23: $207MQ2 ’23Q3 ’23: $180MQ4 ’23: $204MQ1 ’24: $229MQ1 ’24Q2 ’24: $302MQ3 ’24: $331MQ4 ’24: $333MQ4 ’24Q2 ’25: $364MQ3 ’25: $387MQ4 ’25: $403MQ4 ’25Q1 ’26: $530Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20262.70M$530M+19.38%
Q4 20252.11M$403M+15.24%
Q3 20252.08M$387M+15.16%
Q2 20252.06M$364M+16.10%
Q4 20241.97M$333M+16.63%
Q3 20241.89M$331M+17.17%
Q2 20241.89M$302M+17.01%
Q1 20241.41M$229M+15.92%
Q4 20231.36M$204M+15.51%
Q3 20231.31M$180M+16.57%
Q2 20231.46M$207M+17.68%
Q1 20231.41M$195M+17.07%
Q4 202258.4K$8M+3.19%
Q2 20221.31M$173M+15.87%
Q4 20211.40M$207M+16.12%
Q3 20211.41M$191M+16.06%
Q2 20211.38M$189M+16.11%
Q1 20211.47M$193M+9.26%
Q4 20201.50M$179M+16.54%
Q3 20201.50M$156M+16.25%
Q2 20201.42M$141M+15.55%
Q1 20201.40M$124M+15.87%
Q4 20191.25M$151M+16.02%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Cbiz Investment Advisory Services, LLC’s full portfolio or all institutional holders of VTV.