Delta Financial Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Delta Financial Group’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 Q1	$760K	Buy	9,997 +638	+7%	+$48.1K	0.17%	100
2024 Q4	$699K	Buy	+9,359	New	+$712K	0.16%	100
2024 Q2	–	Sell	-10,544	Closed	-$795K	–	124
2024 Q1	$795K	Buy	10,544 +2,165	+26%	+$163K	0.23%	75
2023 Q4	$640K	Buy	8,379 +2,723	+48%	+$199K	0.2%	92
2023 Q3	$409K	Buy	+5,656	New	+$418K	0.14%	118
2023 Q2	–	Sell	-4,597	Closed	-$353K	–	102
2023 Q1	$353K	Sell	4,597 -610	-12%	-$46.2K	0.14%	114
2022 Q4	$388K	Buy	+5,207	New	+$386K	0.17%	102

Other funds holding BIV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return

Delta Financial Group's BIV Position: Q1 2025 in Review

Delta Financial Group increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 6.8% in Q1 2025, buying an estimated $48.1K and bringing the position to 9,997 shares worth $760K. The position accounts for 0.17% of the portfolio, ranked #100.

Delta Financial Group first reported a position in BIV in Q4 2022 and has held it in 7 quarters since. The position peaked at $795K in Q1 2024. 921 funds tracked by Wall St. Rank hold BIV as of Q1 2025.

Delta Financial Group held 9,997 shares of Vanguard Intermediate-Term Bond ETF worth $760K as of Q1 2025.
Delta Financial Group bought 638 Vanguard Intermediate-Term Bond ETF shares in Q1 2025, an estimated $48.1K.
Vanguard Intermediate-Term Bond ETF made up 0.17% of Delta Financial Group's portfolio in Q1 2025, its #100 holding.
Delta Financial Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2022 and has held it in 7 quarters since.
Delta Financial Group's Vanguard Intermediate-Term Bond ETF position peaked at $795K in Q1 2024.
921 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2025.

Based on Delta Financial Group's 13F filing for Q1 2025, filed 9 May 2025.