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

Aptus Capital 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 		$7.03M Buy
91,636
+202
+0.2% +$15.5K 0.05% 298
2026
Q1 		$7.06M Buy
91,434
+797
+0.9% +$62K 0.06% 276
2025
Q4 		$7.06M Buy
90,637
+2,640
+3% +$206K 0.05% 271
2025
Q3 		$6.87M Sell
87,997
-1,600
-2% -$124K 0.05% 271
2025
Q2 		$6.93M Sell
89,597
-12,256
-12% -$933K 0.06% 248
2025
Q1 		$7.8M Sell
101,853
-4,806
-5% -$363K 0.08% 211
2024
Q4 		$7.97M Buy
106,659
+103,263
+3,041% +$7.85M 0.08% 205
2024
Q3 		$266K Sell
3,396
-539
-14% -$41.6K ﹤0.01% 692
2024
Q2 		$295K Buy
3,935
+101
+3% +$7.5K 0.01% 628
2024
Q1 		$289K Buy
3,834
+2,448
+177% +$185K 0.01% 638
2023
Q4 		$106K Buy
1,386
+110
+9% +$8.06K ﹤0.01% 611
2023
Q3 		$92.3K Buy
1,276
+66
+5% +$4.88K ﹤0.01% 628
2023
Q2 		$91K Sell
1,210
-8,451
-87% -$644K ﹤0.01% 532
2023
Q1 		$741K Sell
9,661
-845
-8% -$64K 0.02% 289
2022
Q4 		$781K Sell
10,506
-1,334
-11% -$98.8K 0.02% 293
2022
Q3 		$870K Buy
11,840
+11,268
+1,970% +$872K 0.02% 273
2022
Q2 		$44K Hold
572
– – ﹤0.01% 475
2022
Q1 		$47K Sell
572
-705
-55% -$59.5K ﹤0.01% 513
2021
Q4 		$112K Buy
1,277
+639
+100% +$56.7K ﹤0.01% 385
2021
Q3 		$57K Hold
638
– – ﹤0.01% 403
2021
Q2 		$57K Buy
+638
New +$57K ﹤0.01% 422
2020
Q4 		– Sell
-1,276
Closed -$119K – 476
2020
Q3 		$119K Buy
1,276
+624
+96% +$58.4K 0.01% 319
2020
Q2 		$60K Buy
652
+14
+2% +$1.28K ﹤0.01% 315
2020
Q1 		$56K Hold
638
– – ﹤0.01% 306
2019
Q4 		$55K Buy
+638
New +$55.9K ﹤0.01% 391

Other funds holding BIV

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baird Financial Group
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Aptus Capital Advisors's BIV Position: Q2 2026 in Review

Aptus Capital Advisors increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0.22% in Q2 2026, buying an estimated $15.5K and bringing the position to 91,636 shares worth $7.03M. The position accounts for 0.05% of the portfolio, ranked #298.

Aptus Capital Advisors first reported a position in BIV in Q4 2019 and has held it in 25 quarters since. The position peaked at $7.97M in Q4 2024. 1,020 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Aptus Capital Advisors held 91,636 shares of Vanguard Intermediate-Term Bond ETF worth $7.03M as of Q2 2026.
  • Aptus Capital Advisors bought 202 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $15.5K.
  • Vanguard Intermediate-Term Bond ETF made up 0.05% of Aptus Capital Advisors's portfolio in Q2 2026, its #298 holding.
  • Aptus Capital Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2019 and has held it in 25 quarters since.
  • Aptus Capital Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $7.97M in Q4 2024.
  • 1,020 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.