Cape Cod Five Cents Savings Bank’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Cape Cod Five Cents Savings Bank’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 Q4	$5.3M	Hold	67,689	–	–	0.49%	51
2025 Q3	$5.3M	Hold	67,689	–	–	0.49%	51
2025 Q2	$5.3M	Hold	67,689	–	–	0.49%	51
2025 Q1	$5.3M	Hold	67,689	–	–	0.49%	51
2024 Q4	$5.3M	Hold	67,689	–	–	0.47%	51
2024 Q3	$5.3M	Sell	67,689 -17,238	-20%	-$1.33M	0.49%	51
2024 Q2	$6.36M	Sell	84,927 -82,700	-49%	-$6.15M	0.62%	40
2024 Q1	$12.6M	Sell	167,627 -26,808	-14%	-$2.02M	1.22%	20
2023 Q4	$14.9M	Sell	194,435 -806,219	-81%	-$59M	1.51%	15
2023 Q3	$72.4M	Buy	1,000,654 +524,505	+110%	+$38.8M	3.92%	4
2023 Q2	$35.8M	Buy	476,149 +24,727	+5%	+$1.88M	3.76%	5
2023 Q1	$34.6M	Buy	451,422 +21,520	+5%	+$1.63M	3.78%	5
2022 Q4	$32M	Buy	429,902 +25,210	+6%	+$1.87M	3.6%	5
2022 Q3	$29.7M	Buy	404,692 +67,226	+20%	+$5.2M	3.55%	5
2022 Q2	$26.2M	Buy	+337,466	New	+$26.5M	2.94%	7

Other funds holding BIV

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Cape Cod Five Cents Savings Bank's BIV Position: Q4 2025 in Review

Cape Cod Five Cents Savings Bank held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q4 2025 at 67,689 shares worth $5.3M. The position accounts for 0.49% of the portfolio, ranked #51.

Cape Cod Five Cents Savings Bank first reported a position in BIV in Q2 2022 and has held it in 15 quarters since. The position peaked at $72.4M in Q3 2023. 976 funds tracked by Wall St. Rank hold BIV as of Q4 2025.

Cape Cod Five Cents Savings Bank held 67,689 shares of Vanguard Intermediate-Term Bond ETF worth $5.3M as of Q4 2025.
Cape Cod Five Cents Savings Bank left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q4 2025.
Vanguard Intermediate-Term Bond ETF made up 0.49% of Cape Cod Five Cents Savings Bank's portfolio in Q4 2025, its #51 holding.
Cape Cod Five Cents Savings Bank first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2022 and has held it in 15 quarters since.
Cape Cod Five Cents Savings Bank's Vanguard Intermediate-Term Bond ETF position peaked at $72.4M in Q3 2023.
976 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2025.

Based on Cape Cod Five Cents Savings Bank's 13F filing for Q4 2025, filed 13 Feb 2026.