Grey Fox Wealth Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Grey Fox Wealth Advisors’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	$32M	Buy	417,009 +27,423	+7%	+$2.11M	5.02%	5
2026 Q1	$30.1M	Buy	389,586 +106,754	+38%	+$8.31M	5.8%	4
2025 Q4	$22M	Buy	282,832 +91,080	+47%	+$7.12M	4.51%	6
2025 Q3	$15M	Buy	191,752 +52,743	+38%	+$4.08M	3.05%	8
2025 Q2	$10.8M	Buy	139,009 +53,646	+63%	+$4.09M	2.56%	9
2025 Q1	$6.54M	Buy	85,363 +70,187	+462%	+$5.29M	1.74%	11
2024 Q4	$1.13M	Buy	+15,176	New	+$1.15M	0.31%	51
2023 Q2	–	Sell	-235	Closed	-$18.1K	–	147
2023 Q1	$18.1K	Buy	235 +1	+0.4%	+$76	0.01%	267
2022 Q4	$17.4K	Buy	+234	New	+$17.3K	0.01%	242

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

Grey Fox Wealth Advisors's BIV Position: Q2 2026 in Review

Grey Fox Wealth Advisors increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 7% in Q2 2026, buying an estimated $2.11M and bringing the position to 417,009 shares worth $32M. The position accounts for 5.02% of the portfolio, ranked #5.

Grey Fox Wealth Advisors first reported a position in BIV in Q4 2022 and has held it in 9 quarters since. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Grey Fox Wealth Advisors held 417,009 shares of Vanguard Intermediate-Term Bond ETF worth $32M as of Q2 2026.
Grey Fox Wealth Advisors bought 27,423 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $2.11M.
Vanguard Intermediate-Term Bond ETF made up 5.02% of Grey Fox Wealth Advisors's portfolio in Q2 2026, its #5 holding.
Grey Fox Wealth Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2022 and has held it in 9 quarters since.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.