Acropolis Investment Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Acropolis Investment Management’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
2022 Q3	–	Sell	-1,578	Closed	-$123K	–	240
2022 Q2	$123K	Buy	+1,578	New	+$124K	0.01%	225
2020 Q1	–	Sell	-1,189	Closed	-$104K	–	182
2019 Q4	$104K	Sell	1,189 -396	-25%	-$34.7K	0.01%	170
2019 Q3	$139K	Buy	1,585 +115	+8%	+$10K	0.02%	144
2019 Q2	$127K	Hold	1,470	–	–	0.02%	133
2019 Q1	$123K	Sell	1,470 -230	-14%	-$18.9K	0.02%	133
2018 Q4	$138K	Sell	1,700 -545	-24%	-$43.6K	0.02%	127
2018 Q3	$181K	Hold	2,245	–	–	0.03%	119
2018 Q2	$182K	Sell	2,245 -153	-6%	-$12.4K	0.03%	120
2018 Q1	$196K	Buy	+2,398	New	+$197K	0.03%	118

Other funds holding BIV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Acropolis Investment Management's BIV Position: Q3 2022 in Review

Acropolis Investment Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2022, closing a stake of 1,578 shares — an estimated $123K sold.

Acropolis Investment Management first reported a position in BIV in Q1 2018 and held it in 9 quarters. The position peaked at $196K in Q1 2018. 656 funds tracked by Wall St. Rank hold BIV as of Q3 2022.

Acropolis Investment Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2022 after selling out during the quarter.
Acropolis Investment Management sold 1,578 Vanguard Intermediate-Term Bond ETF shares in Q3 2022, an estimated $123K.
Acropolis Investment Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2018 and held it in 9 quarters.
Acropolis Investment Management's Vanguard Intermediate-Term Bond ETF position peaked at $196K in Q1 2018.
656 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2022.

Based on Acropolis Investment Management's 13F filing for Q3 2022, filed 12 Oct 2022.