CoreCap Advisors
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CoreCap Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

CoreCap Advisors’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
Q3 		$4.76M Buy
65,376
+8,659
+15% +$651K 0.14% 148
2026
Q2 		$4.35M Buy
56,717
+4,269
+8% +$328K 0.13% 163
2026
Q1 		$4.05M Buy
52,448
+1,513
+3% +$118K 0.14% 159
2025
Q4 		$3.97M Sell
50,935
-331
-0.6% -$25.9K 0.14% 152
2025
Q3 		$4M Sell
51,266
-1,151
-2% -$89.1K 0.15% 144
2025
Q2 		$4.05M Sell
52,417
-384
-0.7% -$29.2K 0.16% 117
2025
Q1 		$4.04M Buy
52,801
+4,005
+8% +$302K 0.18% 113
2024
Q4 		$3.65M Buy
48,796
+4,765
+11% +$362K 0.17% 118
2024
Q3 		$3.45M Buy
+44,031
New +$3.39M 0.16% 131
2024
Q2 		– Sell
-51,413
Closed -$3.88M – 1713
2024
Q1 		$3.88M Sell
51,413
-3,282
-6% -$247K 0.21% 96
2023
Q4 		$4.18M Buy
54,695
+16,348
+43% +$1.2M 0.27% 70
2023
Q3 		$2.77M Sell
38,347
-25,344
-40% -$1.87M 0.2% 100
2023
Q2 		$4.79M Buy
+63,691
New +$4.85M 0.34% 58
2022
Q4 		$2.96M Sell
39,876
-3,866
-9% -$286K 0.21% 83
2022
Q3 		$3.21M Sell
43,742
-1,631
-4% -$126K 0.27% 67
2022
Q2 		$3.52M Sell
45,373
-1,790
-4% -$140K 0.27% 65
2022
Q1 		$3.86M Buy
47,163
+788
+2% +$66.5K 0.27% 69
2021
Q4 		$4.06M Buy
+46,375
New +$4.11M 0.27% 67

Other funds holding BIV

Retirement Investment Advisors
Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Family Investment Center
Family Investment Center Saint Joseph, Missouri $606M AUM 13.02% 1-Year Est. Return
Allied Investment Advisors
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
Discipline Wealth Solutions
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cannon Financial Strategists
Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return
Scott Capital Advisors
Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return

CoreCap Advisors's BIV Position: Q3 2026 in Review

CoreCap Advisors increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 15% in Q3 2026, buying an estimated $651K and bringing the position to 65,376 shares worth $4.76M. The position accounts for 0.14% of the portfolio, ranked #148.

CoreCap Advisors first reported a position in BIV in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.79M in Q2 2023. 310 funds tracked by Wall St. Rank hold BIV as of Q3 2026.

  • CoreCap Advisors held 65,376 shares of Vanguard Intermediate-Term Bond ETF worth $4.76M as of Q3 2026.
  • CoreCap Advisors bought 8,659 Vanguard Intermediate-Term Bond ETF shares in Q3 2026, an estimated $651K.
  • Vanguard Intermediate-Term Bond ETF made up 0.14% of CoreCap Advisors's portfolio in Q3 2026, its #148 holding.
  • CoreCap Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • CoreCap Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $4.79M in Q2 2023.
  • 310 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.