Facet Wealth Inc’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Facet Wealth Inc’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	$222K	Buy	+2,891	New	+$222K	﹤0.01%	382
2026 Q1	–	Sell	-6,397	Closed	-$498K	–	351
2025 Q4	$498K	Buy	+6,397	New	+$500K	0.01%	155

Other funds holding BIV

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Facet Wealth Inc's BIV Position: Q2 2026 in Review

Facet Wealth Inc opened a new position in Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2026: 2,891 shares worth $222K. The stake represents ﹤0.01% of the portfolio and ranks #382 among its holdings. This is a return to the name: Facet Wealth Inc previously reported a position in BIV as recently as Q4 2025.

Facet Wealth Inc first reported a position in BIV in Q4 2025 and has held it in 2 quarters since. The position peaked at $498K in Q4 2025. 1,023 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Facet Wealth Inc held 2,891 shares of Vanguard Intermediate-Term Bond ETF worth $222K as of Q2 2026.
Vanguard Intermediate-Term Bond ETF was a new Facet Wealth Inc position in Q2 2026.
Vanguard Intermediate-Term Bond ETF made up ﹤0.01% of Facet Wealth Inc's portfolio in Q2 2026, its #382 holding.
Facet Wealth Inc first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2025 and has held it in 2 quarters since.
Facet Wealth Inc's Vanguard Intermediate-Term Bond ETF position peaked at $498K in Q4 2025.
1,023 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Facet Wealth Inc's 13F filing for Q2 2026, filed 27 Jul 2026.