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Family Legacy Inc’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Family Legacy 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 		$4.38M Sell
57,046
-476
-0.8% -$36.5K 1.17% 34
2026
Q1 		$4.44M Buy
57,522
+1,253
+2% +$97.5K 1.33% 29
2025
Q4 		$4.38M Buy
56,269
+231
+0.4% +$18.1K 1.31% 29
2025
Q3 		$4.38M Buy
56,038
+29
+0.1% +$2.25K 1.34% 29
2025
Q2 		$4.33M Buy
56,009
+13
+0% +$990 1.41% 29
2025
Q1 		$4.29M Buy
55,996
+1,440
+3% +$109K 1.47% 25
2024
Q4 		$4.06M Buy
54,556
+2,041
+4% +$155K 1.38% 29
2024
Q3 		$4.12M Sell
52,515
-47
-0.1% -$3.62K 1.37% 32
2024
Q2 		$3.94M Buy
52,562
+213
+0.4% +$15.8K 1.41% 32
2024
Q1 		$3.95M Sell
52,349
-1,935
-4% -$146K 1.42% 30
2023
Q4 		$4.15M Buy
54,284
+987
+2% +$72.3K 1.58% 20
2023
Q3 		$3.85M Buy
53,297
+1,100
+2% +$81.4K 1.61% 21
2023
Q2 		$3.93M Sell
52,197
-285
-0.5% -$21.7K 1.58% 22
2023
Q1 		$4.03M Buy
52,482
+3,913
+8% +$296K 1.72% 13
2022
Q4 		$3.74M Sell
48,569
-2,988
-6% -$221K 1.63% 18
2022
Q3 		$3.79M Buy
51,557
+1,349
+3% +$104K 1.9% 12
2022
Q2 		$3.9M Buy
50,208
+511
+1% +$40.1K 1.85% 11
2022
Q1 		$4.07M Sell
49,697
-123
-0.2% -$10.4K 1.7% 18
2021
Q4 		$4.3M Buy
49,820
+991
+2% +$87.9K 1.76% 15
2021
Q3 		$4.34M Buy
48,829
+740
+2% +$67K 1.95% 9
2021
Q2 		$4.37M Buy
48,089
+1,013
+2% +$90.5K 1.95% 8
2021
Q1 		$4.18M Buy
47,076
+7,385
+19% +$671K 1.99% 7
2020
Q4 		$3.69M Buy
39,691
+460
+1% +$42.8K 1.9% 8
2020
Q3 		$3.67M Buy
39,231
+1,219
+3% +$114K 2.07% 6
2020
Q2 		$3.54M Buy
38,012
+3,913
+11% +$358K 2.14% 6
2020
Q1 		$3.05M Buy
34,099
+55
+0.2% +$4.88K 2.19% 8
2019
Q4 		$2.98M Buy
34,044
+10,440
+44% +$914K 1.69% 16
2019
Q3 		$2.05M Buy
23,604
+6,777
+40% +$592K 1.28% 30
2019
Q2 		$1.46M Buy
16,827
+5
+0% +$422 1.14% 36
2019
Q1 		$1.4M Sell
16,822
-266
-2% -$21.9K 1.14% 37
2018
Q4 		$1.39M Sell
17,088
-127
-0.7% -$10.2K 1.24% 32
2018
Q3 		$1.39M Buy
17,215
+772
+5% +$62.4K 1.13% 36
2018
Q2 		$1.33M Buy
16,443
+570
+4% +$46K 1.15% 34
2018
Q1 		$1.3M Buy
15,873
+630
+4% +$51.7K 1.2% 34
2017
Q4 		$1.28M Buy
+15,243
New +$1.28M 1.16% 38
2017
Q3 		– Sell
-14,639
Closed -$1.24M – 48
2017
Q2 		$1.24M Buy
14,639
+320
+2% +$27K 1.24% 32
2017
Q1 		$1.2M Buy
+14,319
New +$1.19M 1.25% 32

Other funds holding BIV

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baird Financial Group
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Family Legacy Inc's BIV Position: Q2 2026 in Review

Family Legacy Inc reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0.83% in Q2 2026, selling an estimated $36.5K and leaving 57,046 shares worth $4.38M. The position accounts for 1.17% of the portfolio, ranked #34.

Family Legacy Inc first reported a position in BIV in Q1 2017 and has held it in 37 quarters since. The position peaked at $4.44M in Q1 2026. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Family Legacy Inc held 57,046 shares of Vanguard Intermediate-Term Bond ETF worth $4.38M as of Q2 2026.
  • Family Legacy Inc sold 476 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $36.5K.
  • Vanguard Intermediate-Term Bond ETF made up 1.17% of Family Legacy Inc's portfolio in Q2 2026, its #34 holding.
  • Family Legacy Inc first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2017 and has held it in 37 quarters since.
  • Family Legacy Inc's Vanguard Intermediate-Term Bond ETF position peaked at $4.44M in Q1 2026.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Family Legacy Inc's 13F filing for Q2 2026, filed 6 Aug 2026.