AWE
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Avidian Wealth Enterprises’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Avidian Wealth Enterprises’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 		$1.14M Buy
14,905
+67
+0.5% +$5.14K 0.03% 293
2026
Q1 		$1.15M Buy
14,838
+2
+0% +$156 0.04% 275
2025
Q4 		$1.16M Buy
14,836
+418
+3% +$32.7K 0.04% 206
2025
Q3 		$1.13M Buy
14,418
+1,479
+11% +$115K 0.04% 203
2025
Q2 		$1M Buy
12,939
+3
+0% +$228 0.04% 203
2025
Q1 		$991K Buy
12,936
+276
+2% +$20.8K 0.04% 199
2024
Q4 		$946K Sell
12,660
-424
-3% -$32.2K 0.04% 198
2024
Q3 		$1.03M Buy
13,084
+430
+3% +$33.2K 0.05% 187
2024
Q2 		$948K Buy
12,654
+179
+1% +$13.3K 0.04% 190
2024
Q1 		$941K Buy
12,475
+1,381
+12% +$104K 0.05% 173
2023
Q4 		$847K Buy
11,094
+8,312
+299% +$609K 0.05% 185
2023
Q3 		$201K Sell
2,782
-5,785
-68% -$428K 0.01% 384
2023
Q2 		$644K Hold
8,567
– – 0.04% 235
2023
Q1 		$657K Hold
8,567
– – 0.04% 252
2022
Q4 		$637K Buy
8,567
+139
+2% +$10.3K 0.04% 241
2022
Q3 		$619K Buy
+8,428
New +$652K 0.04% 203
2022
Q2 		– Sell
-7,799
Closed -$639K – 456
2022
Q1 		$639K Buy
+7,799
New +$659K 0.04% 258
2017
Q2 		– Sell
-3,604
Closed -$301K – 90
2017
Q1 		$301K Sell
3,604
-136,244
-97% -$11.3M 0.12% 62
2016
Q4 		$11.6M Buy
139,848
+4,950
+4% +$420K 5.06% 9
2016
Q3 		$11.8M Sell
134,898
-3,638
-3% -$319K 4.79% 9
2016
Q2 		$12.2K Buy
+138,536
New +$12M 4.44% 7

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

Avidian Wealth Enterprises's BIV Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0.45% in Q2 2026, buying an estimated $5.14K and bringing the position to 14,905 shares worth $1.14M. The position accounts for 0.03% of the portfolio, ranked #293.

Avidian Wealth Enterprises first reported a position in BIV in Q2 2016 and has held it in 21 quarters since. The position peaked at $11.8M in Q3 2016. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Avidian Wealth Enterprises held 14,905 shares of Vanguard Intermediate-Term Bond ETF worth $1.14M as of Q2 2026.
  • Avidian Wealth Enterprises bought 67 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $5.14K.
  • Vanguard Intermediate-Term Bond ETF made up 0.03% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #293 holding.
  • Avidian Wealth Enterprises first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2016 and has held it in 21 quarters since.
  • Avidian Wealth Enterprises's Vanguard Intermediate-Term Bond ETF position peaked at $11.8M in Q3 2016.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.