Farther Finance Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Farther Finance Advisors’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	$37.5M	Buy	488,716 +10,139	+2%	+$778K	0.29%	65
2026 Q1	$36.8M	Sell	478,577 -20,619	-4%	-$1.61M	0.35%	55
2025 Q4	$38.9M	Buy	499,196 +56,125	+13%	+$4.39M	0.42%	46
2025 Q3	$34.6M	Sell	443,071 -76,774	-15%	-$5.94M	0.52%	34
2025 Q2	$40.2M	Sell	519,845 -6,938	-1%	-$528K	0.8%	16
2025 Q1	$40.3M	Buy	526,783 +68,067	+15%	+$5.13M	1.03%	14
2024 Q4	$34.3M	Buy	458,716 +53,017	+13%	+$4.03M	1.24%	8
2024 Q3	$31.8M	Sell	405,699 -5,827	-1%	-$449K	1.19%	10
2024 Q2	$30.6M	Buy	411,526 +6,645	+2%	+$494K	1.48%	8
2024 Q1	$30.2M	Buy	404,881 +140,778	+53%	+$10.6M	1.84%	7
2023 Q4	$20.2M	Buy	264,103 +250,790	+1,884%	+$18.4M	1.45%	9
2023 Q3	$963K	Buy	13,313 +12,496	+1,529%	+$924K	0.15%	124
2023 Q2	$61.5K	Sell	817 -1,056	-56%	-$80.4K	0.01%	598
2023 Q1	$144K	Buy	1,873 +795	+74%	+$60.2K	0.04%	315
2022 Q4	$80.1K	Buy	+1,078	New	+$79.9K	0.03%	371

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

Farther Finance Advisors's BIV Position: Q2 2026 in Review

Farther Finance Advisors increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 2.1% in Q2 2026, buying an estimated $778K and bringing the position to 488,716 shares worth $37.5M. The position accounts for 0.29% of the portfolio, ranked #65.

Farther Finance Advisors first reported a position in BIV in Q4 2022 and has held it in 15 quarters since. The position peaked at $40.3M in Q1 2025. 1,014 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Farther Finance Advisors held 488,716 shares of Vanguard Intermediate-Term Bond ETF worth $37.5M as of Q2 2026.
Farther Finance Advisors bought 10,139 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $778K.
Vanguard Intermediate-Term Bond ETF made up 0.29% of Farther Finance Advisors's portfolio in Q2 2026, its #65 holding.
Farther Finance Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2022 and has held it in 15 quarters since.
Farther Finance Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $40.3M in Q1 2025.
1,014 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.