Fund Evaluation Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Fund Evaluation Group’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	$11.1M	Buy	144,624 +10,503	+8%	+$806K	0.3%	33
2026 Q1	$10.4M	Sell	134,121 -5,161	-4%	-$402K	0.32%	29
2025 Q4	$10.8M	Sell	139,282 -5,108	-4%	-$399K	0.36%	25
2025 Q3	$11.3M	Buy	144,390 +26,021	+22%	+$2.01M	0.41%	23
2025 Q2	$9.15M	Buy	+118,369	New	+$9.02M	0.35%	27
2022 Q2	–	Sell	-3,191	Closed	-$261K	–	25
2022 Q1	$261K	Sell	3,191 -99,801	-97%	-$8.43M	0.02%	36
2021 Q4	$9.02M	Buy	102,992 +19,135	+23%	+$1.7M	0.97%	8
2021 Q3	$7.5M	Buy	83,857 +37,726	+82%	+$3.42M	0.79%	11
2021 Q2	$4.15M	Buy	+46,131	New	+$4.12M	0.4%	14

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

Fund Evaluation Group's BIV Position: Q2 2026 in Review

Fund Evaluation Group increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 7.8% in Q2 2026, buying an estimated $806K and bringing the position to 144,624 shares worth $11.1M. The position accounts for 0.3% of the portfolio, ranked #33.

Fund Evaluation Group first reported a position in BIV in Q2 2021 and has held it in 9 quarters since. The position peaked at $11.3M in Q3 2025. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Fund Evaluation Group held 144,624 shares of Vanguard Intermediate-Term Bond ETF worth $11.1M as of Q2 2026.
Fund Evaluation Group bought 10,503 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $806K.
Vanguard Intermediate-Term Bond ETF made up 0.3% of Fund Evaluation Group's portfolio in Q2 2026, its #33 holding.
Fund Evaluation Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2021 and has held it in 9 quarters since.
Fund Evaluation Group's Vanguard Intermediate-Term Bond ETF position peaked at $11.3M in Q3 2025.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Fund Evaluation Group's 13F filing for Q2 2026, filed 7 Aug 2026.