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Defined Financial Planning’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Defined Financial Planning’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
Q3 		$2.83M Buy
36,330
+7,235
+25% +$560K 2.35% 17
2025
Q2 		$2.22M Buy
+29,095
New +$2.22M 1.97% 17

Other funds holding BIV

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Defined Financial Planning's BIV Position: Q3 2025 in Review

Defined Financial Planning increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 25% in Q3 2025, buying an estimated $560K and bringing the position to 36,330 shares worth $2.83M. The position accounts for 2.35% of the portfolio, ranked #17.

Defined Financial Planning first reported a position in BIV in Q2 2025 and has held it in 2 quarters since. 925 funds tracked by Wall St. Rank hold BIV as of Q3 2025.

  • Defined Financial Planning held 36,330 shares of Vanguard Intermediate-Term Bond ETF worth $2.83M as of Q3 2025.
  • Defined Financial Planning bought 7,235 Vanguard Intermediate-Term Bond ETF shares in Q3 2025, an estimated $560K.
  • Vanguard Intermediate-Term Bond ETF made up 2.35% of Defined Financial Planning's portfolio in Q3 2025, its #17 holding.
  • Defined Financial Planning first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2025 and has held it in 2 quarters since.
  • 925 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2025.

Based on Defined Financial Planning's 13F filing for Q3 2025, filed 15 Oct 2025.