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Bedel Financial Consulting’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Bedel Financial Consulting’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 		$355K Buy
4,630
+34
+0.7% +$2.61K 0.03% 222
2026
Q1 		$355K Buy
4,596
+21
+0.5% +$1.64K 0.04% 208
2025
Q4 		$356K Buy
4,575
+42
+0.9% +$3.29K 0.04% 199
2025
Q3 		$354K Buy
4,533
+31
+0.7% +$2.4K 0.05% 199
2025
Q2 		$348K Buy
4,502
+10
+0.2% +$762 0.05% 198
2025
Q1 		$342K Buy
4,492
+29
+0.6% +$2.19K 0.05% 195
2024
Q4 		$337K Buy
4,463
+1,516
+51% +$115K 0.05% 201
2024
Q3 		$231K Buy
2,947
+27
+0.9% +$2.08K 0.03% 235
2024
Q2 		$219K Buy
2,920
+27
+0.9% +$2.01K 0.03% 232
2024
Q1 		$218K Buy
2,893
+17
+0.6% +$1.28K 0.03% 233
2023
Q4 		$220K Buy
2,876
+33
+1% +$2.42K 0.04% 222
2023
Q3 		$206K Buy
2,843
+23
+0.8% +$1.7K 0.04% 221
2023
Q2 		$212K Buy
2,820
+20
+0.7% +$1.52K 0.04% 225
2023
Q1 		$215K Buy
2,800
+13
+0.5% +$985 0.05% 212
2022
Q4 		$207K Buy
2,787
+12
+0.4% +$889 0.05% 210
2022
Q3 		$200K Buy
2,775
+47
+2% +$3.64K 0.05% 207
2022
Q2 		$212K Buy
2,728
+15
+0.6% +$1.18K 0.06% 186
2022
Q1 		$222K Buy
2,713
+9
+0.3% +$760 0.07% 174
2021
Q4 		$237K Buy
2,704
+46
+2% +$4.08K 0.07% 173
2021
Q3 		$238K Buy
2,658
+13
+0.5% +$1.18K 0.08% 162
2021
Q2 		$238K Buy
2,645
+22
+0.8% +$1.97K 0.08% 164
2021
Q1 		$233K Buy
2,623
+8
+0.3% +$727 0.09% 162
2020
Q4 		$243K Buy
2,615
+36
+1% +$3.35K 0.11% 128
2020
Q3 		$241K Buy
2,579
+14
+0.5% +$1.31K 0.12% 123
2020
Q2 		$239K Buy
2,565
+16
+0.6% +$1.46K 0.13% 111
2020
Q1 		$228K Buy
2,549
+11
+0.4% +$976 0.15% 106
2019
Q4 		$221K Buy
2,538
+22
+0.9% +$1.93K 0.13% 133
2019
Q3 		$221K Buy
2,516
+18
+0.7% +$1.57K 0.13% 130
2019
Q2 		$216K Buy
2,498
+17
+0.7% +$1.44K 0.13% 125
2019
Q1 		$208K Buy
2,481
+13
+0.5% +$1.07K 0.13% 124
2018
Q4 		$201K Buy
2,468
+18
+0.7% +$1.44K 0.14% 120
2018
Q3 		$195K Buy
2,450
+24
+1% +$1.94K 0.13% 136
2018
Q2 		$196K Buy
2,426
+17
+0.7% +$1.37K 0.14% 138
2018
Q1 		$197K Buy
2,409
+19
+0.8% +$1.56K 0.15% 131
2017
Q4 		$200K Buy
+2,390
New +$201K 0.18% 128

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

Bedel Financial Consulting's BIV Position: Q2 2026 in Review

Bedel Financial Consulting increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0.74% in Q2 2026, buying an estimated $2.61K and bringing the position to 4,630 shares worth $355K. The position accounts for 0.03% of the portfolio, ranked #222.

Bedel Financial Consulting first reported a position in BIV in Q4 2017 and has held it in 35 quarters since. The position peaked at $356K in Q4 2025. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Bedel Financial Consulting held 4,630 shares of Vanguard Intermediate-Term Bond ETF worth $355K as of Q2 2026.
  • Bedel Financial Consulting bought 34 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $2.61K.
  • Vanguard Intermediate-Term Bond ETF made up 0.03% of Bedel Financial Consulting's portfolio in Q2 2026, its #222 holding.
  • Bedel Financial Consulting first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2017 and has held it in 35 quarters since.
  • Bedel Financial Consulting's Vanguard Intermediate-Term Bond ETF position peaked at $356K in Q4 2025.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.