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Andrews Lucia Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Andrews Lucia Wealth 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
2026
Q2 		$271K Sell
3,535
-435
-11% -$33.4K 0.14% 35
2026
Q1 		$306K Sell
3,970
-117
-3% -$9.11K 0.18% 30
2025
Q4 		$318K Sell
4,087
-1,180
-22% -$92.3K 0.19% 29
2025
Q3 		$411K Sell
5,267
-129
-2% -$9.99K 0.25% 26
2025
Q2 		$417K Buy
5,396
+24
+0.4% +$1.83K 0.27% 25
2025
Q1 		$401K Buy
5,372
+21
+0.4% +$1.58K 0.27% 23
2024
Q4 		$419K Buy
5,351
+5
+0.1% +$380 0.28% 22
2024
Q3 		$400K Buy
5,346
+4
+0.1% +$308 0.28% 20
2024
Q2 		$403K Hold
5,342
– – 0.28% 21
2024
Q1 		$403K Buy
5,342
+3
+0.1% +$226 0.29% 20
2023
Q4 		$408K Sell
5,339
-227
-4% -$16.6K 0.31% 20
2023
Q3 		$402K Buy
5,566
+4
+0.1% +$296 0.35% 20
2023
Q2 		$418K Buy
5,562
+178
+3% +$13.6K 0.35% 20
2023
Q1 		$413K Sell
5,384
-173
-3% -$13.1K 0.37% 20
2022
Q4 		$413K Sell
5,557
-1,591
-22% -$118K 0.38% 20
2022
Q3 		$525K Sell
7,148
-2,756
-28% -$213K 0.55% 18
2022
Q2 		$811K Sell
9,904
-272
-3% -$21.3K 0.77% 13
2022
Q1 		$892K Hold
10,176
– – 0.8% 13
2021
Q4 		$892K Buy
+10,176
New +$903K 0.81% 12

Other funds holding BIV

RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return
SFMG
Sage Financial Management Group Mclean, Virginia $364M AUM 15.61% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
B
BetterWealth San Jose, California $565M AUM 23.16% 1-Year Est. Return
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $394M AUM 18.41% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

Andrews Lucia Wealth Management's BIV Position: Q2 2026 in Review

Andrews Lucia Wealth Management reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 11% in Q2 2026, selling an estimated $33.4K and leaving 3,535 shares worth $271K. The position accounts for 0.14% of the portfolio, ranked #35.

Andrews Lucia Wealth Management first reported a position in BIV in Q4 2021 and has held it in 19 quarters since. The position peaked at $892K in Q1 2022. 347 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Andrews Lucia Wealth Management held 3,535 shares of Vanguard Intermediate-Term Bond ETF worth $271K as of Q2 2026.
  • Andrews Lucia Wealth Management sold 435 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $33.4K.
  • Vanguard Intermediate-Term Bond ETF made up 0.14% of Andrews Lucia Wealth Management's portfolio in Q2 2026, its #35 holding.
  • Andrews Lucia Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Andrews Lucia Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $892K in Q1 2022.
  • 347 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Andrews Lucia Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.