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Ascent Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Ascent Group’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 		$2.45M Buy
31,998
+15,577
+95% +$1.2M 0.07% 234
2026
Q1 		$1.27M Sell
16,421
-488
-3% -$38K 0.04% 324
2025
Q4 		$1.32M Sell
16,909
-2,351
-12% -$184K 0.05% 319
2025
Q3 		$1.5M Sell
19,260
-15,885
-45% -$1.23M 0.05% 292
2025
Q2 		$2.72M Sell
35,145
-2,595
-7% -$198K 0.11% 185
2025
Q1 		$2.89M Buy
37,740
+16,505
+78% +$1.25M 0.12% 175
2024
Q4 		$1.59M Sell
21,235
-2,690
-11% -$205K 0.12% 206
2024
Q3 		$1.88M Sell
23,925
-2,051
-8% -$158K 0.14% 189
2024
Q2 		$1.95M Sell
25,976
-538
-2% -$40K 0.16% 180
2024
Q1 		$2M Buy
26,514
+278
+1% +$21K 0.18% 172
2023
Q4 		$1.97M Sell
26,236
-1,027
-4% -$75.2K 0.19% 153
2023
Q3 		$1.96M Sell
27,263
-620
-2% -$45.9K 0.22% 136
2023
Q2 		$2.08M Sell
27,883
-1,735
-6% -$132K 0.23% 135
2023
Q1 		$2.27M Buy
29,618
+2,755
+10% +$209K 0.24% 116
2022
Q4 		$2M Sell
26,863
-130
-0.5% -$9.63K 0.24% 137
2022
Q3 		$1.97M Buy
26,993
+1,431
+6% +$111K 0.24% 129
2022
Q2 		$2.04M Buy
25,562
+2,043
+9% +$160K 0.24% 126
2022
Q1 		$1.93M Buy
23,519
+3,780
+19% +$319K 0.22% 161
2021
Q4 		$1.7M Buy
+19,739
New +$1.75M 0.22% 169

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

Ascent Group's BIV Position: Q2 2026 in Review

Ascent Group increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 95% in Q2 2026, buying an estimated $1.2M and bringing the position to 31,998 shares worth $2.45M. The position accounts for 0.07% of the portfolio, ranked #234.

Ascent Group first reported a position in BIV in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.89M in Q1 2025. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Ascent Group held 31,998 shares of Vanguard Intermediate-Term Bond ETF worth $2.45M as of Q2 2026.
  • Ascent Group bought 15,577 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $1.2M.
  • Vanguard Intermediate-Term Bond ETF made up 0.07% of Ascent Group's portfolio in Q2 2026, its #234 holding.
  • Ascent Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Ascent Group's Vanguard Intermediate-Term Bond ETF position peaked at $2.89M in Q1 2025.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Ascent Group's 13F filing for Q2 2026, filed 3 Aug 2026.