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Acorn Financial Advisory Services’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Acorn Financial Advisory Services’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
2025
Q1 		– Sell
-3,753
Closed -$280K – 192
2024
Q4 		$280K Buy
+3,753
New +$285K 0.05% 168
2024
Q1 		– Sell
-31,218
Closed -$2.36M – 214
2023
Q4 		$2.36M Sell
31,218
-661
-2% -$48.4K 0.41% 29
2023
Q3 		$2.29M Buy
31,879
+16,793
+111% +$1.24M 0.41% 31
2023
Q2 		$1.14M Buy
15,086
+7,664
+103% +$584K 0.2% 72
2023
Q1 		$570K Buy
7,422
+1,881
+34% +$142K 0.11% 113
2022
Q4 		$412K Sell
5,541
-853
-13% -$63.2K 0.09% 132
2022
Q3 		$468K Buy
6,394
+154
+2% +$11.9K 0.11% 124
2022
Q2 		$486K Buy
6,240
+3,278
+111% +$257K 0.12% 117
2022
Q1 		$243K Sell
2,962
-25,254
-90% -$2.13M 0.05% 199
2021
Q4 		$2.47M Buy
28,216
+4,072
+17% +$361K 0.49% 27
2021
Q3 		$2.16M Sell
24,144
-1,903
-7% -$172K 0.67% 30
2021
Q2 		$2.34M Buy
26,047
+5,451
+26% +$487K 0.69% 27
2021
Q1 		$1.83M Sell
20,596
-54
-0.3% -$4.9K 0.67% 33
2020
Q4 		$1.92M Buy
20,650
+3,778
+22% +$352K 0.75% 28
2020
Q3 		$1.58M Buy
16,872
+4,555
+37% +$427K 0.83% 24
2020
Q2 		$1.15M Buy
12,317
+3,028
+33% +$277K 0.8% 33
2020
Q1 		$830K Buy
9,289
+6,616
+248% +$587K 0.82% 35
2019
Q4 		$233K Buy
+2,673
New +$234K 0.2% 147

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return

Acorn Financial Advisory Services's BIV Position: Q1 2025 in Review

Acorn Financial Advisory Services sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2025, closing a stake of 3,753 shares — an estimated $280K sold.

Acorn Financial Advisory Services first reported a position in BIV in Q4 2019 and held it in 18 quarters. The position peaked at $2.47M in Q4 2021. 921 funds tracked by Wall St. Rank hold BIV as of Q1 2025.

  • Acorn Financial Advisory Services reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Acorn Financial Advisory Services sold 3,753 Vanguard Intermediate-Term Bond ETF shares in Q1 2025, an estimated $280K.
  • Acorn Financial Advisory Services first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2019 and held it in 18 quarters.
  • Acorn Financial Advisory Services's Vanguard Intermediate-Term Bond ETF position peaked at $2.47M in Q4 2021.
  • 921 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2025.

Based on Acorn Financial Advisory Services's 13F filing for Q1 2025, filed 29 Apr 2025.