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

Ethos 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
Q2 		$2.61M Sell
34,090
-97,538
-74% -$7.49M 1.86% 15
2026
Q1 		$10.2M Buy
131,628
+21,713
+20% +$1.69M 8.71% 2
2025
Q4 		$8.56M Buy
+109,915
New +$8.6M 8.06% 2

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BA
BCM Advisors Lafayette, Louisiana $514M AUM 20.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ethos Capital Management's BIV Position: Q2 2026 in Review

Ethos Capital Management reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 74% in Q2 2026, selling an estimated $7.49M and leaving 34,090 shares worth $2.61M. The position accounts for 1.86% of the portfolio, ranked #15.

Ethos Capital Management first reported a position in BIV in Q4 2025 and has held it in 3 quarters since. The position peaked at $10.2M in Q1 2026. 613 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Ethos Capital Management held 34,090 shares of Vanguard Intermediate-Term Bond ETF worth $2.61M as of Q2 2026.
  • Ethos Capital Management sold 97,538 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $7.49M.
  • Vanguard Intermediate-Term Bond ETF made up 1.86% of Ethos Capital Management's portfolio in Q2 2026, its #15 holding.
  • Ethos Capital Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Ethos Capital Management's Vanguard Intermediate-Term Bond ETF position peaked at $10.2M in Q1 2026.
  • 613 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Ethos Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.