Financial Gravity Companies’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Financial Gravity Companies’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	$153	Buy	+2	New	+$154	﹤0.01%	913
2025 Q2	$4.72K	Buy	+61	New	+$4.65K	﹤0.01%	683
2024 Q4	$5.71K	Buy	76 +4	+6%	+$304	﹤0.01%	663
2024 Q3	$5.66K	Buy	+72	New	+$5.55K	﹤0.01%	424
2018 Q4	$1.8M	Buy	+21,978	New	+$1.76M	1.64%	10
2018 Q1	$1.58M	Buy	19,603 +4,181	+27%	+$343K	1.61%	12
2017 Q4	$1.27M	Buy	+15,422	New	+$1.3M	1.46%	13

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

Financial Gravity Companies's BIV Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2026: 2 shares worth $153. The stake represents ﹤0.01% of the portfolio and ranks #913 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in BIV as recently as Q2 2025.

Financial Gravity Companies first reported a position in BIV in Q4 2017 and has held it in 7 quarters since. The position peaked at $1.8M in Q4 2018. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Financial Gravity Companies held 2 shares of Vanguard Intermediate-Term Bond ETF worth $153 as of Q2 2026.
Vanguard Intermediate-Term Bond ETF was a new Financial Gravity Companies position in Q2 2026.
Vanguard Intermediate-Term Bond ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2026, its #913 holding.
Financial Gravity Companies first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2017 and has held it in 7 quarters since.
Financial Gravity Companies's Vanguard Intermediate-Term Bond ETF position peaked at $1.8M in Q4 2018.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.