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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
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

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
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
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

CoreCap Advisors's BIV Position: Q2 2026 in Review

CoreCap Advisors increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 8.1% in Q2 2026, buying an estimated $328K and bringing the position to 56,717 shares worth $4.35M. The position accounts for 0.13% of the portfolio, ranked #163.

CoreCap Advisors first reported a position in BIV in Q4 2021 and has held it in 17 quarters since. The position peaked at $4.79M in Q2 2023. 231 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • CoreCap Advisors held 56,717 shares of Vanguard Intermediate-Term Bond ETF worth $4.35M as of Q2 2026.
  • CoreCap Advisors bought 4,269 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $328K.
  • Vanguard Intermediate-Term Bond ETF made up 0.13% of CoreCap Advisors's portfolio in Q2 2026, its #163 holding.
  • CoreCap Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2021 and has held it in 17 quarters since.
  • CoreCap Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $4.79M in Q2 2023.
  • 231 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.