Congress Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Congress Wealth 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
2025 Q2	$5.28M	Sell	68,223 -1,308	-2%	-$99.6K	0.05%	370
2025 Q1	$5.32M	Buy	69,531 +19,957	+40%	+$1.51M	0.06%	322
2024 Q4	$3.7M	Buy	49,574 +481	+1%	+$36.6K	0.05%	325
2024 Q3	$3.85M	Sell	49,093 -28,955	-37%	-$2.23M	0.05%	330
2024 Q2	$5.85M	Sell	78,048 -4,879	-6%	-$363K	0.09%	229
2024 Q1	$6.25M	Sell	82,927 -2,819	-3%	-$212K	0.11%	206
2023 Q4	$6.55M	Buy	85,746 +3,538	+4%	+$259K	0.12%	196
2023 Q3	$5.94M	Buy	+82,208	New	+$6.08M	0.12%	194

Other funds holding BIV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Congress Wealth Management's BIV Position: Q2 2025 in Review

Congress Wealth Management reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 1.9% in Q2 2025, selling an estimated $99.6K and leaving 68,223 shares worth $5.28M. The position accounts for 0.05% of the portfolio, ranked #370.

Congress Wealth Management first reported a position in BIV in Q3 2023 and has held it in 8 quarters since. The position peaked at $6.55M in Q4 2023. 932 funds tracked by Wall St. Rank hold BIV as of Q2 2025.

Congress Wealth Management held 68,223 shares of Vanguard Intermediate-Term Bond ETF worth $5.28M as of Q2 2025.
Congress Wealth Management sold 1,308 Vanguard Intermediate-Term Bond ETF shares in Q2 2025, an estimated $99.6K.
Vanguard Intermediate-Term Bond ETF made up 0.05% of Congress Wealth Management's portfolio in Q2 2025, its #370 holding.
Congress Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2023 and has held it in 8 quarters since.
Congress Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $6.55M in Q4 2023.
932 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.