Great Valley Advisor Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Great Valley Advisor 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	$20M	Buy	260,224 +28,470	+12%	+$2.19M	0.32%	83
2026 Q1	$17.9M	Buy	231,754 +5,939	+3%	+$462K	0.33%	79
2025 Q4	$17.6M	Buy	225,815 +4,236	+2%	+$331K	0.34%	75
2025 Q3	$17.3M	Buy	221,579 +7,990	+4%	+$619K	0.35%	78
2025 Q2	$16.5M	Buy	213,589 +26,045	+14%	+$1.98M	0.37%	73
2025 Q1	$14.4M	Buy	187,544 +132,158	+239%	+$9.97M	0.31%	85
2024 Q4	$4.14M	Buy	55,386 +25,112	+83%	+$1.91M	0.09%	208
2024 Q3	$2.37M	Buy	30,274 +22,718	+301%	+$1.75M	0.06%	287
2024 Q2	$566K	Buy	7,556 +206	+3%	+$15.3K	0.02%	506
2024 Q1	$554K	Sell	7,350 -483	-6%	-$36.4K	0.02%	473
2023 Q4	$598K	Sell	7,833 -2,462	-24%	-$180K	0.02%	421
2023 Q3	$744K	Sell	10,295 -1,346	-12%	-$99.6K	0.03%	365
2023 Q2	$876K	Sell	11,641 -2,622	-18%	-$200K	0.04%	331
2023 Q1	$1.09M	Sell	14,263 -2,739	-16%	-$207K	0.05%	290
2022 Q4	$1.26M	Sell	17,002 -195	-1%	-$14.4K	0.06%	288
2022 Q3	$1.26M	Buy	17,197 +628	+4%	+$48.6K	0.07%	266
2022 Q2	$1.29M	Sell	16,569 -14,756	-47%	-$1.16M	0.07%	265
2022 Q1	$2.62M	Buy	31,325 +6,048	+24%	+$511K	0.15%	167
2021 Q4	$2.22M	Buy	25,277 +308	+1%	+$27.3K	0.14%	174
2021 Q3	$2.23M	Buy	24,969 +1,726	+7%	+$156K	0.15%	161
2021 Q2	$2.09M	Buy	23,243 +15,741	+210%	+$1.41M	0.15%	156
2021 Q1	$665K	Sell	7,502 -1,830	-20%	-$166K	0.06%	256
2020 Q4	$867K	Buy	9,332 +1,010	+12%	+$94.1K	0.09%	201
2020 Q3	$775K	Buy	8,322 +19	+0.2%	+$1.78K	0.1%	190
2020 Q2	$773K	Buy	8,303 +3,192	+62%	+$292K	0.13%	178
2020 Q1	$457K	Sell	5,111 -7,892	-61%	-$700K	0.12%	183
2019 Q4	$1.13M	Buy	13,003 +2,222	+21%	+$195K	0.25%	123
2019 Q3	$949K	Buy	10,781 +119	+1%	+$10.4K	0.23%	129
2019 Q2	$922K	Hold	10,662	–	–	0.23%	132
2019 Q1	$895K	Sell	10,662 -988	-8%	-$81.3K	0.28%	104
2018 Q4	$949K	Buy	+11,650	New	+$933K	0.35%	76

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

Great Valley Advisor Group's BIV Position: Q2 2026 in Review

Great Valley Advisor Group increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 12% in Q2 2026, buying an estimated $2.19M and bringing the position to 260,224 shares worth $20M. The position accounts for 0.32% of the portfolio, ranked #83.

Great Valley Advisor Group first reported a position in BIV in Q4 2018 and has held it in 31 quarters since. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Great Valley Advisor Group held 260,224 shares of Vanguard Intermediate-Term Bond ETF worth $20M as of Q2 2026.
Great Valley Advisor Group bought 28,470 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $2.19M.
Vanguard Intermediate-Term Bond ETF made up 0.32% of Great Valley Advisor Group's portfolio in Q2 2026, its #83 holding.
Great Valley Advisor Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2018 and has held it in 31 quarters since.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.