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
2026 Q2	$2.83M	Buy	+36,862	New	+$2.83M	0.23%	79
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 $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cape Cod Five Cents Savings Bank's BIV Position: Q2 2026 in Review

Cape Cod Five Cents Savings Bank opened a new position in Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2026: 36,862 shares worth $2.83M. The stake represents 0.23% of the portfolio and ranks #79 among its holdings. This is a return to the name: Cape Cod Five Cents Savings Bank previously reported a position in BIV as recently as Q4 2025.

Cape Cod Five Cents Savings Bank first reported a position in BIV in Q2 2022 and has held it in 16 quarters since. The position peaked at $72.4M in Q3 2023. 1,020 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Cape Cod Five Cents Savings Bank held 36,862 shares of Vanguard Intermediate-Term Bond ETF worth $2.83M as of Q2 2026.
Vanguard Intermediate-Term Bond ETF was a new Cape Cod Five Cents Savings Bank position in Q2 2026.
Vanguard Intermediate-Term Bond ETF made up 0.23% of Cape Cod Five Cents Savings Bank's portfolio in Q2 2026, its #79 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 16 quarters since.
Cape Cod Five Cents Savings Bank's Vanguard Intermediate-Term Bond ETF position peaked at $72.4M in Q3 2023.
1,020 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Cape Cod Five Cents Savings Bank's 13F filing for Q2 2026, filed 14 Aug 2026.