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Capital Investment Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Capital Investment Management’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 		$3.77M Buy
49,171
+194
+0.4% +$14.9K 1.16% 18
2026
Q1 		$3.78M Buy
48,977
+2,996
+7% +$233K 1.3% 17
2025
Q4 		$3.58M Buy
+45,981
New +$3.6M 1.25% 17

Other funds holding BIV

RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return
SFMG
Sage Financial Management Group Mclean, Virginia $364M AUM 15.61% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
B
BetterWealth San Jose, California $565M AUM 23.16% 1-Year Est. Return
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $394M AUM 18.41% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

Capital Investment Management's BIV Position: Q2 2026 in Review

Capital Investment Management increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0.4% in Q2 2026, buying an estimated $14.9K and bringing the position to 49,171 shares worth $3.77M. The position accounts for 1.16% of the portfolio, ranked #18.

Capital Investment Management first reported a position in BIV in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.78M in Q1 2026. 347 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Capital Investment Management held 49,171 shares of Vanguard Intermediate-Term Bond ETF worth $3.77M as of Q2 2026.
  • Capital Investment Management bought 194 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $14.9K.
  • Vanguard Intermediate-Term Bond ETF made up 1.16% of Capital Investment Management's portfolio in Q2 2026, its #18 holding.
  • Capital Investment Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Capital Investment Management's Vanguard Intermediate-Term Bond ETF position peaked at $3.78M in Q1 2026.
  • 347 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Capital Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.