Dimension Capital Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Dimension Capital 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
2026 Q1	$206K	Hold	2,668	–	–	0.03%	118
2025 Q4	$208K	Hold	2,668	–	–	0.03%	111
2025 Q3	$208K	Hold	2,668	–	–	0.03%	110
2025 Q2	$206K	Hold	2,668	–	–	0.03%	107
2025 Q1	$204K	Buy	+2,668	New	+$201K	0.04%	97
2024 Q4	–	Sell	-2,668	Closed	-$209K	–	111
2024 Q3	$209K	Buy	+2,668	New	+$206K	0.04%	92
2024 Q2	–	Sell	-2,668	Closed	-$201K	–	107
2024 Q1	$201K	Hold	2,668	–	–	0.04%	107
2023 Q4	$204K	Buy	+2,668	New	+$195K	0.04%	102
2023 Q3	–	Sell	-2,668	Closed	-$201K	–	95
2023 Q2	$201K	Hold	2,668	–	–	0.04%	87
2023 Q1	$205K	Buy	+2,668	New	+$202K	0.05%	94
2022 Q3	–	Sell	-2,668	Closed	-$207K	–	105
2022 Q2	$207K	Hold	2,668	–	–	0.05%	92
2022 Q1	$219K	Hold	2,668	–	–	0.04%	102
2021 Q4	$234K	Hold	2,668	–	–	0.04%	93
2021 Q3	$239K	Hold	2,668	–	–	0.05%	90
2021 Q2	$240K	Hold	2,668	–	–	0.05%	89
2021 Q1	$237K	Buy	+2,668	New	+$242K	0.06%	93
2020 Q4	–	Sell	-2,668	Closed	-$249K	–	83
2020 Q3	$249K	Buy	+2,668	New	+$250K	0.08%	83

Other funds holding BIV

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

TLFA

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

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

Dimension Capital Management's BIV Position: Q1 2026 in Review

Dimension Capital Management held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q1 2026 at 2,668 shares worth $206K. The position accounts for 0.03% of the portfolio, ranked #118.

Dimension Capital Management first reported a position in BIV in Q3 2020 and has held it in 17 quarters since. The position peaked at $249K in Q3 2020. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

Dimension Capital Management held 2,668 shares of Vanguard Intermediate-Term Bond ETF worth $206K as of Q1 2026.
Dimension Capital Management left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q1 2026.
Vanguard Intermediate-Term Bond ETF made up 0.03% of Dimension Capital Management's portfolio in Q1 2026, its #118 holding.
Dimension Capital Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2020 and has held it in 17 quarters since.
Dimension Capital Management's Vanguard Intermediate-Term Bond ETF position peaked at $249K in Q3 2020.
1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Dimension Capital Management's 13F filing for Q1 2026, filed 15 May 2026.