HWM
BIV icon

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

Hemington 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
2025
Q3 		$4K Hold
64
– – ﹤0.01% 1171
2025
Q2 		$4K Hold
64
– – ﹤0.01% 1133
2025
Q1 		$4K Buy
+64
New +$4.83K ﹤0.01% 1095

Other funds holding BIV

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Hemington Wealth Management's BIV Position: Q3 2025 in Review

Hemington Wealth Management held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q3 2025 at 64 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1171.

Hemington Wealth Management first reported a position in BIV in Q1 2025 and has held it in 3 quarters since. 925 funds tracked by Wall St. Rank hold BIV as of Q3 2025.

  • Hemington Wealth Management held 64 shares of Vanguard Intermediate-Term Bond ETF worth $4K as of Q3 2025.
  • Hemington Wealth Management left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q3 2025.
  • Vanguard Intermediate-Term Bond ETF made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #1171 holding.
  • Hemington Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2025 and has held it in 3 quarters since.
  • 925 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.