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Cary Street Partners Investment Advisory’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Cary Street Partners 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 		$3.12M Buy
40,641
+15,093
+59% +$1.16M 0.63% 39
2026
Q1 		$1.97M Buy
25,548
+7,616
+42% +$593K 0.5% 52
2025
Q4 		$1.4M Buy
17,932
+14,628
+443% +$1.14M 0.38% 72
2025
Q3 		$258K Hold
3,304
– – 0.11% 211
2025
Q2 		$256K Hold
3,304
– – 0.12% 182
2025
Q1 		$253K Hold
3,304
– – 0.15% 175
2024
Q4 		$247K Sell
3,304
-536,455
-99% -$40.8M 0.16% 143
2024
Q3 		$39.2M Buy
539,759
+15,028
+3% +$1.16M 1.45% 6
2024
Q2 		$36.4M Buy
524,731
+21,957
+4% +$1.63M 1.47% 7
2024
Q1 		$35M Buy
502,774
+34,230
+7% +$2.58M 1.48% 5
2023
Q4 		$32.8M Buy
468,544
+48,661
+12% +$3.56M 1.56% 4
2023
Q3 		$27.5M Buy
419,883
+133,750
+47% +$9.89M 1.48% 4
2023
Q2 		$21.5M Buy
286,133
+205,936
+257% +$15.7M 1.38% 4
2023
Q1 		$6.15M Buy
80,197
+20,280
+34% +$1.54M 0.44% 62
2022
Q4 		$4.45M Sell
59,917
-15,705
-21% -$1.16M 0.33% 83
2022
Q3 		$5.56M Sell
75,622
-1,262
-2% -$97.6K 0.46% 62
2022
Q2 		$5.97M Sell
76,884
-6,732
-8% -$528K 0.51% 60
2022
Q1 		$6.85M Sell
83,616
-629
-0.7% -$53.1K 1.88% 8
2021
Q4 		$7.38M Buy
84,245
+3,801
+5% +$337K 2.05% 7
2021
Q3 		$7.2M Buy
80,444
+11,415
+17% +$1.03M 2.36% 5
2021
Q2 		$6.21M Buy
69,029
+3,225
+5% +$288K 2.01% 7
2021
Q1 		$5.84M Buy
65,804
+446
+0.7% +$40.5K 2.4% 7
2020
Q4 		$6.07M Buy
65,358
+6,731
+11% +$627K 1.17% 13
2020
Q3 		$5.48M Buy
58,627
+10,873
+23% +$1.02M 1.16% 13
2020
Q2 		$4.45M Buy
+47,754
New +$4.37M 6.31% 1
2020
Q1 		– Sell
-49,562
Closed -$4.32M – 77
2019
Q4 		$4.32M Buy
+49,562
New +$4.34M 4.74% 2
2018
Q4 		$4.2M Buy
+51,727
New +$4.14M 4.09% 4

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Cary Street Partners Investment Advisory's BIV Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 59% in Q2 2026, buying an estimated $1.16M and bringing the position to 40,641 shares worth $3.12M. The position accounts for 0.63% of the portfolio, ranked #39.

Cary Street Partners Investment Advisory first reported a position in BIV in Q4 2018 and has held it in 27 quarters since. The position peaked at $39.2M in Q3 2024. 796 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Cary Street Partners Investment Advisory held 40,641 shares of Vanguard Intermediate-Term Bond ETF worth $3.12M as of Q2 2026.
  • Cary Street Partners Investment Advisory bought 15,093 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $1.16M.
  • Vanguard Intermediate-Term Bond ETF made up 0.63% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #39 holding.
  • Cary Street Partners Investment Advisory first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2018 and has held it in 27 quarters since.
  • Cary Street Partners Investment Advisory's Vanguard Intermediate-Term Bond ETF position peaked at $39.2M in Q3 2024.
  • 796 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.