Acorn Wealth Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Acorn Wealth Advisors’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	$412K	Buy	5,369 +155	+3%	+$11.9K	0.1%	188
2026 Q1	$402K	Sell	5,214 -19	-0.4%	-$1.48K	0.12%	162
2025 Q4	$408K	Buy	5,233 +57	+1%	+$4.46K	0.12%	160
2025 Q3	$404K	Buy	5,176 +58	+1%	+$4.49K	0.13%	165
2025 Q2	$396K	Buy	+5,118	New	+$390K	0.15%	136
2022 Q4	–	Sell	-3,256	Closed	-$239K	–	161
2022 Q3	$239K	Sell	3,256 -1,543	-32%	-$119K	0.2%	130
2022 Q2	$373K	Sell	4,799 -542	-10%	-$42.5K	0.29%	89
2022 Q1	$437K	Sell	5,341 -1,572	-23%	-$133K	0.3%	87
2021 Q4	$606K	Sell	6,913 -474	-6%	-$42.1K	0.38%	60
2021 Q3	$661K	Sell	7,387 -12	-0.2%	-$1.09K	0.46%	50
2021 Q2	$666K	Buy	7,399 +582	+9%	+$52K	0.46%	52
2021 Q1	$605K	Buy	6,817 +1,287	+23%	+$117K	0.43%	58
2020 Q4	$513K	Buy	+5,530	New	+$515K	0.4%	56
2018 Q3	–	Sell	-703	Closed	-$57K	–	150
2018 Q2	$57K	Hold	703	–	–	0.05%	251
2018 Q1	$57K	Buy	703 +419	+148%	+$34.4K	0.05%	245
2017 Q4	$24K	Buy	+284	New	+$23.9K	0.02%	349

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 Wealth Advisors's BIV Position: Q2 2026 in Review

Acorn Wealth Advisors increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 3% in Q2 2026, buying an estimated $11.9K and bringing the position to 5,369 shares worth $412K. The position accounts for 0.1% of the portfolio, ranked #188.

Acorn Wealth Advisors first reported a position in BIV in Q4 2017 and has held it in 16 quarters since. The position peaked at $666K in Q2 2021. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Acorn Wealth Advisors held 5,369 shares of Vanguard Intermediate-Term Bond ETF worth $412K as of Q2 2026.
Acorn Wealth Advisors bought 155 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $11.9K.
Vanguard Intermediate-Term Bond ETF made up 0.1% of Acorn Wealth Advisors's portfolio in Q2 2026, its #188 holding.
Acorn Wealth Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2017 and has held it in 16 quarters since.
Acorn Wealth Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $666K in Q2 2021.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Acorn Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.