FIC
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Family Investment Center’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Family Investment Center’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 		$79.7M Buy
1,038,714
+71,756
+7% +$5.51M 13.23% 1
2026
Q1 		$74.6M Buy
966,958
+21,185
+2% +$1.65M 14.36% 1
2025
Q4 		$73.7M Buy
945,773
+67,870
+8% +$5.31M 14.87% 1
2025
Q3 		$68.6M Buy
877,903
+177,979
+25% +$13.8M 14.24% 1
2025
Q2 		$54.1M Buy
699,924
+47,023
+7% +$3.58M 12.26% 1
2025
Q1 		$50M Buy
652,901
+383,368
+142% +$28.9M 12.22% 1
2024
Q4 		$20.1M Buy
269,533
+106,828
+66% +$8.12M 5.11% 7
2024
Q3 		$12.8M Buy
162,705
+37,056
+29% +$2.86M 3.2% 12
2024
Q2 		$9.41M Buy
125,649
+54,741
+77% +$4.07M 2.81% 14
2024
Q1 		$5.35M Buy
70,908
+30,865
+77% +$2.33M 1.72% 19
2023
Q4 		$3.06M Buy
+40,043
New +$2.93M 1.54% 12

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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

Family Investment Center's BIV Position: Q2 2026 in Review

Family Investment Center increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 7.4% in Q2 2026, buying an estimated $5.51M and bringing the position to 1,038,714 shares worth $79.7M. The position accounts for 13.23% of the portfolio, ranked #1.

Family Investment Center first reported a position in BIV in Q4 2023 and has held it in 11 quarters since. 698 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Family Investment Center held 1,038,714 shares of Vanguard Intermediate-Term Bond ETF worth $79.7M as of Q2 2026.
  • Family Investment Center bought 71,756 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $5.51M.
  • Vanguard Intermediate-Term Bond ETF made up 13.23% of Family Investment Center's portfolio in Q2 2026, its #1 holding.
  • Family Investment Center first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 698 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Family Investment Center's 13F filing for Q2 2026, filed 23 Jul 2026.