Fonville Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Fonville Wealth Management’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	$25M	Buy	325,750 +71,604	+28%	+$5.5M	4.08%	7
2026 Q1	$19.6M	Buy	254,146 +77,138	+44%	+$6.01M	3.73%	7
2025 Q4	$13.8M	Buy	177,008 +45,702	+35%	+$3.57M	2.82%	9
2025 Q3	$10.3M	Buy	131,306 +17,409	+15%	+$1.35M	2.31%	13
2025 Q2	$8.81M	Buy	113,897 +7,113	+7%	+$542K	2.23%	14
2025 Q1	$8.19M	Buy	106,784 +4,180	+4%	+$315K	2.41%	14
2024 Q4	$7.67M	Buy	102,604 +12,055	+13%	+$917K	2.53%	11
2024 Q3	$7.1M	Buy	90,549 +23,902	+36%	+$1.84M	2.45%	11
2024 Q2	$4.99M	Buy	66,647 +15,522	+30%	+$1.15M	1.98%	14
2024 Q1	$3.85M	Buy	51,125 +15,534	+44%	+$1.17M	1.71%	20
2023 Q4	$2.72M	Buy	+35,591	New	+$2.61M	1.44%	25

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

Fonville Wealth Management's BIV Position: Q2 2026 in Review

Fonville Wealth Management increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 28% in Q2 2026, buying an estimated $5.5M and bringing the position to 325,750 shares worth $25M. The position accounts for 4.08% of the portfolio, ranked #7.

Fonville Wealth Management first reported a position in BIV in Q4 2023 and has held it in 11 quarters since. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Fonville Wealth Management held 325,750 shares of Vanguard Intermediate-Term Bond ETF worth $25M as of Q2 2026.
Fonville Wealth Management bought 71,604 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $5.5M.
Vanguard Intermediate-Term Bond ETF made up 4.08% of Fonville Wealth Management's portfolio in Q2 2026, its #7 holding.
Fonville Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2023 and has held it in 11 quarters since.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Fonville Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.