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

Ancora 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
Q1 		$402K Buy
5,213
+231
+5% +$18K 0.01% 569
2025
Q4 		$388K Buy
4,982
+61
+1% +$4.77K 0.01% 597
2025
Q3 		$384K Buy
4,921
+45
+0.9% +$3.48K 0.01% 598
2025
Q2 		$377K Buy
4,876
+45
+0.9% +$3.43K 0.01% 593
2025
Q1 		$370K Sell
4,831
-267
-5% -$20.1K 0.01% 583
2024
Q4 		$381K Sell
5,098
-794
-13% -$60.4K 0.01% 572
2024
Q3 		$462K Buy
5,892
+39
+0.7% +$3.01K 0.01% 527
2024
Q2 		$438K Sell
5,853
-1,292
-18% -$96K 0.01% 520
2024
Q1 		$539K Buy
7,145
+129
+2% +$9.72K 0.01% 493
2023
Q4 		$536K Buy
7,016
+64
+0.9% +$4.69K 0.01% 496
2023
Q3 		$503K Buy
6,952
+101
+1% +$7.47K 0.01% 469
2023
Q2 		$515K Sell
6,851
-613
-8% -$46.7K 0.01% 462
2023
Q1 		$573K Sell
7,464
-865
-10% -$65.5K 0.02% 447
2022
Q4 		$619K Sell
8,329
-967
-10% -$71.7K 0.02% 441
2022
Q3 		$683K Buy
9,296
+540
+6% +$41.8K 0.02% 442
2022
Q2 		$680K Buy
8,756
+213
+2% +$16.7K 0.02% 455
2022
Q1 		$700K Sell
8,543
-913
-10% -$77.1K 0.02% 462
2021
Q4 		$829K Buy
9,456
+98
+1% +$8.7K 0.02% 425
2021
Q3 		$837K Buy
9,358
+921
+11% +$83.4K 0.02% 419
2021
Q2 		$759K Buy
8,437
+10
+0.1% +$893 0.02% 445
2021
Q1 		$748K Sell
8,427
-14,429
-63% -$1.31M 0.02% 435
2020
Q4 		$2.12M Sell
22,856
-77
-0.3% -$7.17K 0.07% 248
2020
Q3 		$2.14M Buy
22,933
+1,628
+8% +$152K 0.09% 214
2020
Q2 		$1.99M Buy
21,305
+13,868
+186% +$1.27M 0.08% 217
2020
Q1 		$664K Buy
7,437
+59
+0.8% +$5.23K 0.03% 403
2019
Q4 		$644K Buy
7,378
+43
+0.6% +$3.77K 0.02% 461
2019
Q3 		$645K Buy
7,335
+33
+0.5% +$2.88K 0.03% 407
2019
Q2 		$632K Buy
7,302
+1,138
+18% +$96.1K 0.03% 371
2019
Q1 		$517K Sell
6,164
-1,439
-19% -$118K 0.02% 419
2018
Q4 		$618K Sell
7,603
-1,321
-15% -$106K 0.03% 375
2018
Q3 		$718K Buy
8,924
+978
+12% +$79.1K 0.03% 407
2018
Q2 		$643K Buy
7,946
+27
+0.3% +$2.18K 0.03% 427
2018
Q1 		$648K Buy
7,919
+18
+0.2% +$1.48K 0.03% 418
2017
Q4 		$662K Buy
7,901
+23
+0.3% +$1.94K 0.04% 376
2017
Q3 		$667K Buy
7,878
+3,246
+70% +$276K 0.04% 400
2017
Q2 		$391K Buy
4,632
+297
+7% +$25.1K 0.03% 468
2017
Q1 		$363K Sell
4,335
-289
-6% -$24.1K 0.02% 474
2016
Q4 		$385K Buy
4,624
+766
+20% +$65K 0.03% 448
2016
Q3 		$338K Sell
3,858
-4
-0.1% -$351 0.03% 396
2016
Q2 		$340K Hold
3,862
– – 0.04% 369
2016
Q1 		$333K Hold
3,862
– – 0.04% 369
2015
Q4 		$321K Hold
3,862
– – 0.04% 375
2015
Q3 		$328K Sell
3,862
-296
-7% -$24.9K 0.04% 370
2015
Q2 		$349K Buy
+4,158
New +$353K 0.04% 376
2015
Q1 		– Sell
-3,455
Closed -$297K – 366
2014
Q4 		$293K Hold
3,455
– – 0.04% 397
2014
Q3 		$291K Hold
3,455
– – 0.04% 371
2014
Q2 		$293K Hold
3,455
– – 0.04% 393
2014
Q1 		$288K Hold
3,455
– – 0.04% 360
2013
Q4 		$282K Hold
3,455
– – 0.04% 335
2013
Q3 		$288K Sell
3,455
-296
-8% -$24.5K 0.05% 315
2013
Q2 		$313K Buy
+3,751
New +$326K 0.05% 303

Other funds holding BIV

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ancora Advisors's BIV Position: Q1 2026 in Review

Ancora Advisors increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 4.6% in Q1 2026, buying an estimated $18K and bringing the position to 5,213 shares worth $402K. The position accounts for 0.01% of the portfolio, ranked #569.

Ancora Advisors first reported a position in BIV in Q2 2013 and has held it in 51 quarters since. The position peaked at $2.14M in Q3 2020. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

  • Ancora Advisors held 5,213 shares of Vanguard Intermediate-Term Bond ETF worth $402K as of Q1 2026.
  • Ancora Advisors bought 231 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $18K.
  • Vanguard Intermediate-Term Bond ETF made up 0.01% of Ancora Advisors's portfolio in Q1 2026, its #569 holding.
  • Ancora Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2013 and has held it in 51 quarters since.
  • Ancora Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $2.14M in Q3 2020.
  • 1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.