Acorn Creek Capital’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Acorn Creek Capital’s Portfolio BIV Stock Details BIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$29.8M	Buy	388,216 +13,010	+3%	+$999K	9.95%	4
2026 Q1	$29M	Buy	375,206 +16,679	+5%	+$1.3M	10.34%	4
2025 Q4	$27.9M	Buy	358,527 +15,225	+4%	+$1.19M	10.04%	4
2025 Q3	$26.8M	Buy	343,302 +21,050	+7%	+$1.63M	10.12%	4
2025 Q2	$24.9M	Buy	322,252 +32,620	+11%	+$2.48M	10.35%	3
2025 Q1	$22.2M	Buy	289,632 +65,519	+29%	+$4.94M	11.07%	3
2024 Q4	$16.7M	Buy	224,113 +18,070	+9%	+$1.37M	8.61%	4
2024 Q3	$16.1M	Buy	206,043 +20,441	+11%	+$1.58M	8.56%	4
2024 Q2	$13.9M	Buy	185,602 +13,025	+8%	+$968K	8.29%	4
2024 Q1	$13M	Buy	172,577 +7,851	+5%	+$592K	8.21%	4
2023 Q4	$12.6M	Buy	+164,726	New	+$12.1M	5.62%	5

Other funds holding BIV

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Acorn Creek Capital's BIV Position: Q2 2026 in Review

Acorn Creek Capital increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 3.5% in Q2 2026, buying an estimated $999K and bringing the position to 388,216 shares worth $29.8M. The position accounts for 9.95% of the portfolio, ranked #4.

Acorn Creek Capital first reported a position in BIV in Q4 2023 and has held it in 11 quarters since. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Acorn Creek Capital held 388,216 shares of Vanguard Intermediate-Term Bond ETF worth $29.8M as of Q2 2026.
Acorn Creek Capital bought 13,010 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $999K.
Vanguard Intermediate-Term Bond ETF made up 9.95% of Acorn Creek Capital's portfolio in Q2 2026, its #4 holding.
Acorn Creek Capital first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2023 and has held it in 11 quarters since.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Acorn Creek Capital's 13F filing for Q2 2026, filed 6 Aug 2026.