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Beacon Capital Management Inc (Ohio)’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Beacon Capital Management Inc (Ohio)’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 		$40M Sell
521,466
-99,681
-16% -$7.65M 2.42% 14
2026
Q1 		$47.9M Sell
621,147
-190,162
-23% -$14.8M 2.7% 16
2025
Q4 		$63.2M Sell
811,309
-203,104
-20% -$15.9M 3.38% 14
2025
Q3 		$79.2M Sell
1,014,413
-331,130
-25% -$25.6M 3.78% 15
2025
Q2 		$104M Sell
1,345,543
-4,677,402
-78% -$356M 5.36% 9
2025
Q1 		$457M Buy
6,022,945
+5,191,374
+624% +$392M 22.73% 2
2024
Q4 		$62.1M Buy
831,571
+273,374
+49% +$20.8M 2.69% 16
2024
Q3 		$43.7M Buy
558,197
+105,106
+23% +$8.1M 1.82% 15
2024
Q2 		$33.9M Sell
453,091
-42,788
-9% -$3.18M 1.46% 15
2024
Q1 		$37M Sell
495,879
-443,082
-47% -$33.4M 1.55% 15
2023
Q4 		$71.7M Buy
938,961
+925,367
+6,807% +$67.8M 2.89% 3
2023
Q3 		$983K Sell
13,594
-1,381,292
-99% -$102M 0.04% 21
2023
Q2 		$105M Buy
1,394,886
+1,384,023
+12,741% +$105M 3.66% 2
2023
Q1 		$834K Buy
10,863
+208
+2% +$15.8K 0.03% 18
2022
Q4 		$792K Sell
10,655
-3,605
-25% -$267K 0.03% 18
2022
Q3 		$1.05M Buy
14,260
+349
+3% +$27K 0.04% 18
2022
Q2 		$1.08M Sell
13,911
-2,367
-15% -$186K 0.04% 21
2022
Q1 		$1.33M Sell
16,278
-777,672
-98% -$65.7M 0.04% 20
2021
Q4 		$69.6M Buy
793,950
+40,260
+5% +$3.57M 2.32% 14
2021
Q3 		$67.4M Buy
753,690
+44,687
+6% +$4.05M 2.49% 14
2021
Q2 		$63.8M Buy
709,003
+24,940
+4% +$2.23M 2.39% 13
2021
Q1 		$60.7M Sell
684,063
-589,988
-46% -$53.6M 2.46% 13
2020
Q4 		$118M Sell
1,274,051
-458,863
-26% -$42.7M 5.15% 12
2020
Q3 		$162M Buy
1,732,914
+497,188
+40% +$46.6M 7.75% 3
2020
Q2 		$115M Buy
1,235,726
+1,209,086
+4,539% +$111M 5.88% 7
2020
Q1 		$2.38M Sell
26,640
-1,172,605
-98% -$104M 0.13% 15
2019
Q4 		$105M Sell
1,199,245
-139,510
-10% -$12.2M 4.64% 13
2019
Q3 		$118M Sell
1,338,755
-54,734
-4% -$4.78M 5.4% 11
2019
Q2 		$121M Sell
1,393,489
-621,154
-31% -$52.5M 5.52% 12
2019
Q1 		$169M Sell
2,014,643
-4,809,693
-70% -$396M 7.69% 5
2018
Q4 		$555M Buy
6,824,336
+6,063,858
+797% +$486M 24.68% 3
2018
Q3 		$61.2M Sell
760,478
-33,115
-4% -$2.68M 2.5% 13
2018
Q2 		$64.3M Sell
793,593
-28,938
-4% -$2.34M 2.72% 13
2018
Q1 		$67.3M Sell
822,531
-539,690
-40% -$44.3M 2.91% 13
2017
Q4 		$114M Sell
1,362,221
-35,199
-3% -$2.97M 4.95% 14
2017
Q3 		$118M Buy
1,397,420
+549,945
+65% +$46.7M 5.54% 11
2017
Q2 		$71.6M Sell
847,475
-32,706
-4% -$2.76M 3.54% 14
2017
Q1 		$73.6M Sell
880,181
-74,333
-8% -$6.19M 3.8% 13
2016
Q4 		$79.3M Sell
954,514
-300,778
-24% -$25.5M 4.51% 13
2016
Q3 		$110M Sell
1,255,292
-4,577,182
-78% -$402M 6.64% 13
2016
Q2 		$514M Buy
5,832,474
+190,758
+3% +$16.5M 32.33% 2
2016
Q1 		$487M Buy
5,641,716
+89,980
+2% +$7.63M 32.63% 2
2015
Q4 		$461M Buy
5,551,736
+48,874
+0.9% +$4.11M 32.85% 2
2015
Q3 		$467M Buy
5,502,862
+4,809,905
+694% +$405M 32.94% 1
2015
Q2 		$58.1M Buy
692,957
+100,813
+17% +$8.57M 4.48% 13
2015
Q1 		$51M Buy
592,144
+120,108
+25% +$10.3M 4.8% 13
2014
Q4 		$40M Buy
472,036
+85,723
+22% +$7.29M 4.87% 13
2014
Q3 		$32.6M Buy
386,313
+63,656
+20% +$5.38M 4.9% 13
2014
Q2 		$27.3M Buy
322,657
+66,394
+26% +$5.58M 4.94% 13
2014
Q1 		$21.4M Buy
256,263
+33,238
+15% +$2.76M 5.1% 14
2013
Q4 		$18.2M Buy
+223,025
New +$18.6M 5.45% 13

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

Beacon Capital Management Inc (Ohio)'s BIV Position: Q2 2026 in Review

Beacon Capital Management Inc (Ohio) reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 16% in Q2 2026, selling an estimated $7.65M and leaving 521,466 shares worth $40M. The position accounts for 2.42% of the portfolio, ranked #14.

Beacon Capital Management Inc (Ohio) first reported a position in BIV in Q4 2013 and has held it in 51 quarters since. The position peaked at $555M in Q4 2018. 1,016 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Beacon Capital Management Inc (Ohio) held 521,466 shares of Vanguard Intermediate-Term Bond ETF worth $40M as of Q2 2026.
  • Beacon Capital Management Inc (Ohio) sold 99,681 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $7.65M.
  • Vanguard Intermediate-Term Bond ETF made up 2.42% of Beacon Capital Management Inc (Ohio)'s portfolio in Q2 2026, its #14 holding.
  • Beacon Capital Management Inc (Ohio) first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2013 and has held it in 51 quarters since.
  • Beacon Capital Management Inc (Ohio)'s Vanguard Intermediate-Term Bond ETF position peaked at $555M in Q4 2018.
  • 1,016 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q2 2026, filed 13 Aug 2026.