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Burt Wealth Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Burt Wealth Advisors’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
2025
Q3 		$35.8M Buy
458,065
+13,140
+3% +$1.02M 8.78% 3
2025
Q2 		$34.4M Buy
444,925
+13,997
+3% +$1.07M 7.87% 4
2025
Q1 		$33M Buy
430,928
+16,661
+4% +$1.26M 8.27% 2
2024
Q4 		$31M Buy
414,267
+33,745
+9% +$2.57M 7.86% 3
2024
Q3 		$29.8M Buy
380,522
+16,595
+5% +$1.28M 7.34% 3
2024
Q2 		$27.3M Sell
363,927
-1,749
-0.5% -$130K 7.18% 3
2024
Q1 		$27.6M Buy
365,676
+39,953
+12% +$3.01M 6.99% 4
2023
Q4 		$24.9M Sell
325,723
-97,705
-23% -$7.16M 7.1% 3
2023
Q3 		$30.6M Buy
423,428
+12,410
+3% +$918K 9.4% 1
2023
Q2 		$30.9M Buy
411,018
+24,096
+6% +$1.84M 9.32% 1
2023
Q1 		$29.7M Sell
386,922
-16,979
-4% -$1.29M 9.23% 2
2022
Q4 		$30M Sell
403,901
-4,926
-1% -$365K 10.05% 2
2022
Q3 		$30M Buy
408,827
+144,671
+55% +$11.2M 12.06% 2
2022
Q2 		$20.5M Sell
264,156
-99,323
-27% -$7.79M 7.13% 5
2022
Q1 		$29.8M Buy
363,479
+28,329
+8% +$2.39M 8.93% 3
2021
Q4 		$29.4M Sell
335,150
-43,345
-11% -$3.85M 9.59% 4
2021
Q3 		$33.9M Sell
378,495
-116
-0% -$10.5K 10.79% 2
2021
Q2 		$34.1M Sell
378,611
-4,064
-1% -$363K 12.3% 2
2021
Q1 		$34M Buy
382,675
+14,493
+4% +$1.32M 12.51% 2
2020
Q4 		$34.2M Buy
368,182
+9,919
+3% +$924K 11.78% 2
2020
Q3 		$33.5M Buy
+358,263
New +$33.6M 12.52% 1
2016
Q3 		– Sell
-150
Closed -$13K – 412
2016
Q2 		$13K Hold
150
– – 0.01% 249
2016
Q1 		$13K Hold
150
– – 0.01% 294
2015
Q4 		$12K Hold
150
– – 0.01% 254
2015
Q3 		$12K Hold
150
– – 0.01% 231
2015
Q2 		$13K Buy
+150
New +$12.8K 0.01% 238

Other funds holding BIV

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Burt Wealth Advisors's BIV Position: Q3 2025 in Review

Burt Wealth Advisors increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 3% in Q3 2025, buying an estimated $1.02M and bringing the position to 458,065 shares worth $35.8M. The position accounts for 8.78% of the portfolio, ranked #3.

Burt Wealth Advisors first reported a position in BIV in Q2 2015 and has held it in 26 quarters since. 924 funds tracked by Wall St. Rank hold BIV as of Q3 2025.

  • Burt Wealth Advisors held 458,065 shares of Vanguard Intermediate-Term Bond ETF worth $35.8M as of Q3 2025.
  • Burt Wealth Advisors bought 13,140 Vanguard Intermediate-Term Bond ETF shares in Q3 2025, an estimated $1.02M.
  • Vanguard Intermediate-Term Bond ETF made up 8.78% of Burt Wealth Advisors's portfolio in Q3 2025, its #3 holding.
  • Burt Wealth Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2015 and has held it in 26 quarters since.
  • 924 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2025.

Based on Burt Wealth Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.