Clark Asset Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Clark Asset 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	$21.5M	Buy	280,084 +24,528	+10%	+$1.88M	1.69%	15
2026 Q1	$19.7M	Buy	255,556 +22,359	+10%	+$1.74M	1.85%	14
2025 Q4	$18.2M	Buy	233,197 +27,159	+13%	+$2.12M	1.89%	13
2025 Q3	$16.1M	Buy	206,038 +16,849	+9%	+$1.3M	1.87%	14
2025 Q2	$14.6M	Buy	189,189 +12,691	+7%	+$967K	1.99%	13
2025 Q1	$13.5M	Buy	176,498 +13,792	+8%	+$1.04M	2.27%	11
2024 Q4	$12.2M	Buy	162,706 +21,263	+15%	+$1.62M	2.27%	10
2024 Q3	$11.1M	Buy	141,443 +23,598	+20%	+$1.82M	2.38%	10
2024 Q2	$8.83M	Buy	117,845 +6,634	+6%	+$493K	2.44%	12
2024 Q1	$8.39M	Buy	111,211 +9,397	+9%	+$708K	2.58%	12
2023 Q4	$7.78M	Buy	101,814 +11,857	+13%	+$868K	2.84%	11
2023 Q3	$6.5M	Buy	89,957 +27,814	+45%	+$2.06M	2.8%	11
2023 Q2	$4.67M	Buy	62,143 +10,359	+20%	+$789K	2.19%	13
2023 Q1	$3.97M	Buy	51,784 +4,919	+10%	+$373K	2.38%	12
2022 Q4	$3.48M	Buy	+46,865	New	+$3.47M	2.5%	12

Other funds holding BIV

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Clark Asset Management's BIV Position: Q2 2026 in Review

Clark Asset Management increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 9.6% in Q2 2026, buying an estimated $1.88M and bringing the position to 280,084 shares worth $21.5M. The position accounts for 1.69% of the portfolio, ranked #15.

Clark Asset Management first reported a position in BIV in Q4 2022 and has held it in 15 quarters since. 1,024 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Clark Asset Management held 280,084 shares of Vanguard Intermediate-Term Bond ETF worth $21.5M as of Q2 2026.
Clark Asset Management bought 24,528 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $1.88M.
Vanguard Intermediate-Term Bond ETF made up 1.69% of Clark Asset Management's portfolio in Q2 2026, its #15 holding.
Clark Asset Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2022 and has held it in 15 quarters since.
1,024 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Clark Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.