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 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

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 Investment Advisory's BIV Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2026: 1,973 shares worth $151K. The stake represents 0.04% of the portfolio and ranks #278 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in BIV as recently as Q4 2025.

Cape Investment Advisory first reported a position in BIV in Q1 2023 and has held it in 13 quarters since. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Cape Investment Advisory held 1,973 shares of Vanguard Intermediate-Term Bond ETF worth $151K as of Q2 2026.
Vanguard Intermediate-Term Bond ETF was a new Cape Investment Advisory position in Q2 2026.
Vanguard Intermediate-Term Bond ETF made up 0.04% of Cape Investment Advisory's portfolio in Q2 2026, its #278 holding.
Cape Investment Advisory first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2023 and has held it in 13 quarters since.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.