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Cadent Capital Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Cadent Capital 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
2026
Q2 		$735K Buy
9,588
+87
+0.9% +$6.68K 0.15% 109
2026
Q1 		$733K Sell
9,501
-501
-5% -$39K 0.19% 87
2025
Q4 		$779K Sell
10,002
-2,077
-17% -$162K 0.2% 82
2025
Q3 		$943K Sell
12,079
-2,023
-14% -$157K 0.25% 85
2025
Q2 		$1.09M Buy
14,102
+235
+2% +$17.9K 0.35% 66
2025
Q1 		$1.06M Sell
13,867
-763
-5% -$57.6K 0.38% 50
2024
Q4 		$1.09M Sell
14,630
-1,335
-8% -$102K 0.38% 54
2024
Q3 		$1.25M Buy
15,965
+116
+0.7% +$8.94K 0.38% 51
2024
Q2 		$1.19M Buy
15,849
+236
+2% +$17.5K 0.47% 41
2024
Q1 		$1.18M Sell
15,613
-380
-2% -$28.6K 0.47% 38
2023
Q4 		$1.22M Buy
15,993
+140
+0.9% +$10.3K 0.6% 39
2023
Q3 		$1.15M Sell
15,853
-818
-5% -$60.5K 0.48% 44
2023
Q2 		$1.25M Buy
16,671
+87
+0.5% +$6.63K 0.75% 34
2023
Q1 		$1.27M Sell
16,584
-746
-4% -$56.5K 0.58% 36
2022
Q4 		$1.29M Sell
17,330
-3,295
-16% -$244K 0.63% 37
2022
Q3 		$1.52M Sell
20,625
-368
-2% -$28.5K 0.85% 32
2022
Q2 		$1.63M Sell
20,993
-3,586
-15% -$281K 0.92% 33
2022
Q1 		$2.01M Sell
24,579
-22,734
-48% -$1.92M 0.92% 34
2021
Q4 		$4.15M Buy
47,313
+25,858
+121% +$2.29M 1.83% 22
2021
Q3 		$1.92M Sell
21,455
-18,522
-46% -$1.68M 0.85% 34
2021
Q2 		$3.6M Sell
39,977
-3,187
-7% -$285K 1.5% 25
2021
Q1 		$3.83M Sell
43,164
-13,657
-24% -$1.24M 1.7% 24
2020
Q4 		$5.28M Buy
+56,821
New +$5.29M 2.6% 11

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

Cadent Capital Advisors's BIV Position: Q2 2026 in Review

Cadent Capital Advisors increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0.92% in Q2 2026, buying an estimated $6.68K and bringing the position to 9,588 shares worth $735K. The position accounts for 0.15% of the portfolio, ranked #109.

Cadent Capital Advisors first reported a position in BIV in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.28M in Q4 2020. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Cadent Capital Advisors held 9,588 shares of Vanguard Intermediate-Term Bond ETF worth $735K as of Q2 2026.
  • Cadent Capital Advisors bought 87 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $6.68K.
  • Vanguard Intermediate-Term Bond ETF made up 0.15% of Cadent Capital Advisors's portfolio in Q2 2026, its #109 holding.
  • Cadent Capital Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • Cadent Capital Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $5.28M in Q4 2020.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Cadent Capital Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.