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
Q3 		$1.29M Buy
17,639
+2,734
+18% +$206K 0.04% 282
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 		$12.2M Buy
+138,536
New +$12M 4.44% 7

Other funds holding BIV

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BS
Brighton Securities Rochester, New York $239M AUM 9.14% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
CSIA
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return
GIL
Go Invest LLC West Jordan, Utah $473M AUM 9.71% 1-Year Est. Return

Avidian Wealth Enterprises's BIV Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 18% in Q3 2026, buying an estimated $206K and bringing the position to 17,639 shares worth $1.29M. The position accounts for 0.04% of the portfolio, ranked #282.

Avidian Wealth Enterprises first reported a position in BIV in Q2 2016 and has held it in 22 quarters since. The position peaked at $12.2M in Q2 2016. 63 funds tracked by Wall St. Rank hold BIV as of Q3 2026.

  • Avidian Wealth Enterprises held 17,639 shares of Vanguard Intermediate-Term Bond ETF worth $1.29M as of Q3 2026.
  • Avidian Wealth Enterprises bought 2,734 Vanguard Intermediate-Term Bond ETF shares in Q3 2026, an estimated $206K.
  • Vanguard Intermediate-Term Bond ETF made up 0.04% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #282 holding.
  • Avidian Wealth Enterprises first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2016 and has held it in 22 quarters since.
  • Avidian Wealth Enterprises's Vanguard Intermediate-Term Bond ETF position peaked at $12.2M in Q2 2016.
  • 63 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.