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White Sand Wealth Management LLC’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

White Sand Wealth Management LLC’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
Q3 		$12.1M Buy
+166,712
New +$12.5M 8.77% 3

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Northwestern Mutual Wealth Management
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EP Wealth Advisors
EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return
True Link Financial Advisors
True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.4B AUM 17.63% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Lincoln National Corp
Lincoln National Corp Radnor, Pennsylvania $3.68B AUM 7.84% 1-Year Est. Return

White Sand Wealth Management LLC's BIV Position: Q3 2026 in Review

White Sand Wealth Management LLC opened a new position in Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2026: 166,712 shares worth $12.1M. The stake represents 8.77% of the portfolio and ranks #3 among its holdings.

900 funds tracked by Wall St. Rank hold BIV as of Q3 2026.

  • White Sand Wealth Management LLC held 166,712 shares of Vanguard Intermediate-Term Bond ETF worth $12.1M as of Q3 2026.
  • Vanguard Intermediate-Term Bond ETF was a new White Sand Wealth Management LLC position in Q3 2026.
  • Vanguard Intermediate-Term Bond ETF made up 8.77% of White Sand Wealth Management LLC's portfolio in Q3 2026, its #3 holding.
  • 900 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2026.

Based on White Sand Wealth Management LLC's 13F filing for Q3 2026, filed 13 Nov 2026.