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

Francis Financial’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	$48.1M	Buy	626,906 +20,826	+3%	+$1.6M	7.88%	3
2026 Q1	$46.8M	Buy	606,080 +10,166	+2%	+$791K	8.67%	2
2025 Q4	$46.4M	Sell	595,914 -12,348	-2%	-$966K	9.06%	2
2025 Q3	$47.5M	Buy	608,262 +25,070	+4%	+$1.94M	8.45%	3
2025 Q2	$45.1M	Buy	583,192 +8,500	+1%	+$647K	10.37%	2
2025 Q1	$44M	Buy	574,692 +46,856	+9%	+$3.53M	10.67%	2
2024 Q4	$39.4M	Buy	527,836 +31,636	+6%	+$2.41M	9.99%	2
2024 Q3	$38.9M	Buy	496,200 +63,472	+15%	+$4.89M	10.25%	2
2024 Q2	$32.4M	Buy	432,728 +19,612	+5%	+$1.46M	9.81%	2
2024 Q1	$31.1M	Buy	413,116 +48,689	+13%	+$3.67M	10.04%	2
2023 Q4	$27.8M	Buy	364,427 +49,748	+16%	+$3.64M	11.95%	2
2023 Q3	$22.8M	Buy	314,679 +35,788	+13%	+$2.65M	11.87%	2
2023 Q2	$21M	Buy	278,891 +145,289	+109%	+$11.1M	11.34%	2
2023 Q1	$10.3M	Buy	133,602 +112,334	+528%	+$8.51M	6.95%	3
2022 Q4	$1.58M	Buy	21,268 +17,171	+419%	+$1.27M	1.47%	9
2022 Q3	$301K	Sell	4,097 -439	-10%	-$34K	0.31%	26
2022 Q2	$358K	Buy	+4,536	New	+$356K	0.32%	31

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

Francis Financial's BIV Position: Q2 2026 in Review

Francis Financial increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 3.4% in Q2 2026, buying an estimated $1.6M and bringing the position to 626,906 shares worth $48.1M. The position accounts for 7.88% of the portfolio, ranked #3.

Francis Financial first reported a position in BIV in Q2 2022 and has held it in 17 quarters since. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Francis Financial held 626,906 shares of Vanguard Intermediate-Term Bond ETF worth $48.1M as of Q2 2026.
Francis Financial bought 20,826 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $1.6M.
Vanguard Intermediate-Term Bond ETF made up 7.88% of Francis Financial's portfolio in Q2 2026, its #3 holding.
Francis Financial first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2022 and has held it in 17 quarters since.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Francis Financial's 13F filing for Q2 2026, filed 10 Aug 2026.