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Cape Investment Advisory’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Cape Investment Advisory’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
Q3 		$145K Buy
1,990
+17
+0.9% +$1.28K 0.04% 286
2026
Q2 		$151K Buy
+1,973
New +$151K 0.04% 278
2026
Q1 		– Sell
-657
Closed -$51.2K – 323
2025
Q4 		$51.2K Buy
657
+356
+118% +$27.8K 0.02% 409
2025
Q3 		$23.5K Sell
301
-440
-59% -$34.1K 0.02% 302
2025
Q2 		$57.3K Sell
741
-719
-49% -$54.8K 0.02% 353
2025
Q1 		$112K Buy
1,460
+712
+95% +$53.7K 0.04% 231
2024
Q4 		$55.9K Buy
748
+242
+48% +$18.4K 0.02% 320
2024
Q3 		$39.7K Buy
506
+97
+24% +$7.48K 0.02% 351
2024
Q2 		$30.6K Buy
409
+1
+0.2% +$74 0.01% 367
2024
Q1 		$30.8K Sell
408
-397
-49% -$29.9K 0.01% 377
2023
Q4 		$61.5K Buy
805
+742
+1,178% +$54.3K 0.03% 312
2023
Q3 		$4.56K Sell
63
-1,021
-94% -$75.5K ﹤0.01% 683
2023
Q2 		$81.5K Buy
1,084
+1,021
+1,621% +$77.8K 0.05% 219
2023
Q1 		$4.83K Buy
+63
New +$4.77K ﹤0.01% 682

Other funds holding BIV

AIA
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BS
Brighton Securities Rochester, New York $239M AUM 9.14% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
CPA
Compass Planning Associates Greenfield, Massachusetts $191M AUM 5.98% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
BFP
Brewster Financial Planning Brooklyn, New York $181M AUM 7.92% 1-Year Est. Return

Cape Investment Advisory's BIV Position: Q3 2026 in Review

Cape Investment Advisory increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0.86% in Q3 2026, buying an estimated $1.28K and bringing the position to 1,990 shares worth $145K. The position accounts for 0.04% of the portfolio, ranked #286.

Cape Investment Advisory first reported a position in BIV in Q1 2023 and has held it in 14 quarters since. The position peaked at $151K in Q2 2026. 100 funds tracked by Wall St. Rank hold BIV as of Q3 2026.

  • Cape Investment Advisory held 1,990 shares of Vanguard Intermediate-Term Bond ETF worth $145K as of Q3 2026.
  • Cape Investment Advisory bought 17 Vanguard Intermediate-Term Bond ETF shares in Q3 2026, an estimated $1.28K.
  • Vanguard Intermediate-Term Bond ETF made up 0.04% of Cape Investment Advisory's portfolio in Q3 2026, its #286 holding.
  • Cape Investment Advisory first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • Cape Investment Advisory's Vanguard Intermediate-Term Bond ETF position peaked at $151K in Q2 2026.
  • 100 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2026.

Based on Cape Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.