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Burney Company’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Burney Company’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 		$10.7M Sell
139,339
-5,778
-4% -$444K 0.29% 58
2026
Q1 		$11.2M Sell
145,117
-3,466
-2% -$270K 0.35% 42
2025
Q4 		$11.6M Sell
148,583
-348
-0.2% -$27.2K 0.36% 61
2025
Q3 		$11.6M Sell
148,931
-3,135
-2% -$243K 0.37% 63
2025
Q2 		$11.8M Buy
152,066
+585
+0.4% +$44.6K 0.4% 61
2025
Q1 		$11.6M Sell
151,481
-16,231
-10% -$1.22M 0.42% 64
2024
Q4 		$12.5M Sell
167,712
-21,753
-11% -$1.65M 0.44% 57
2024
Q3 		$14.8M Sell
189,465
-175,695
-48% -$13.5M 0.53% 45
2024
Q2 		$27.3M Sell
365,160
-163,656
-31% -$12.2M 1.04% 17
2024
Q1 		$39.9M Buy
528,816
+311,404
+143% +$23.5M 1.52% 5
2023
Q4 		$16.6M Buy
+217,412
New +$15.9M 0.7% 28
2023
Q3 		– Sell
-3,074
Closed -$231K – 567
2023
Q2 		$231K Hold
3,074
– – 0.01% 530
2023
Q1 		$236K Sell
3,074
-359,721
-99% -$27.2M 0.01% 517
2022
Q4 		$27M Sell
362,795
-2,806
-0.8% -$208K 1.37% 7
2022
Q3 		$26.9M Buy
365,601
+99,780
+38% +$7.72M 1.48% 7
2022
Q2 		$20.6M Buy
+265,821
New +$20.8M 1.09% 11
2021
Q4 		– Sell
-2,330
Closed -$208K – 581
2021
Q3 		$208K Hold
2,330
– – 0.01% 550
2021
Q2 		$210K Hold
2,330
– – 0.01% 566
2021
Q1 		$207K Buy
2,330
+1
+0% +$91 0.01% 542
2020
Q4 		$216K Buy
+2,329
New +$217K 0.01% 495
2018
Q1 		– Sell
-2,821
Closed -$237K – 415
2017
Q4 		$237K Hold
2,821
– – 0.01% 389
2017
Q3 		$239K Buy
+2,821
New +$240K 0.02% 360
2017
Q1 		– Sell
-2,866
Closed -$238K – 393
2016
Q4 		$238K Buy
2,866
+47
+2% +$3.99K 0.02% 345
2016
Q3 		$248K Buy
+2,819
New +$247K 0.02% 342

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

Burney Company's BIV Position: Q2 2026 in Review

Burney Company reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 4% in Q2 2026, selling an estimated $444K and leaving 139,339 shares worth $10.7M. The position accounts for 0.29% of the portfolio, ranked #58.

Burney Company first reported a position in BIV in Q3 2016 and has held it in 24 quarters since. The position peaked at $39.9M in Q1 2024. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Burney Company held 139,339 shares of Vanguard Intermediate-Term Bond ETF worth $10.7M as of Q2 2026.
  • Burney Company sold 5,778 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $444K.
  • Vanguard Intermediate-Term Bond ETF made up 0.29% of Burney Company's portfolio in Q2 2026, its #58 holding.
  • Burney Company first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2016 and has held it in 24 quarters since.
  • Burney Company's Vanguard Intermediate-Term Bond ETF position peaked at $39.9M in Q1 2024.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.