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HF Advisory Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

HF Advisory 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 		$252K Buy
3,286
+55
+2% +$4.22K 0.08% 159
2026
Q1 		$249K Sell
3,231
-224
-6% -$17.4K 0.09% 150
2025
Q4 		$269K Buy
3,455
+579
+20% +$45.3K 0.09% 150
2025
Q3 		$225K Buy
2,876
+63
+2% +$4.88K 0.08% 157
2025
Q2 		$218K Sell
2,813
-75
-3% -$5.71K 0.09% 155
2025
Q1 		$221K Sell
2,888
-88
-3% -$6.64K 0.1% 148
2024
Q4 		$222K Buy
2,976
+157
+6% +$11.9K 0.1% 154
2024
Q3 		$221K Buy
2,819
+70
+3% +$5.4K 0.1% 157
2024
Q2 		$206K Buy
+2,749
New +$204K 0.11% 158
2024
Q1 		– Sell
-3,425
Closed -$262K – 156
2023
Q4 		$262K Sell
3,425
-162
-5% -$11.9K 0.17% 142
2023
Q3 		$259K Buy
3,587
+149
+4% +$11K 0.19% 131
2023
Q2 		$259K Buy
3,438
+53
+2% +$4.04K 0.2% 121
2023
Q1 		$260K Buy
3,385
+19
+0.6% +$1.44K 0.23% 121
2022
Q4 		$250K Buy
+3,366
New +$249K 0.25% 116

Other funds holding BIV

RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
BS
Brighton Securities Rochester, New York $233M AUM 15.96% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

HF Advisory Group's BIV Position: Q2 2026 in Review

HF Advisory Group increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 1.7% in Q2 2026, buying an estimated $4.22K and bringing the position to 3,286 shares worth $252K. The position accounts for 0.08% of the portfolio, ranked #159.

HF Advisory Group first reported a position in BIV in Q4 2022 and has held it in 14 quarters since. The position peaked at $269K in Q4 2025. 191 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • HF Advisory Group held 3,286 shares of Vanguard Intermediate-Term Bond ETF worth $252K as of Q2 2026.
  • HF Advisory Group bought 55 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $4.22K.
  • Vanguard Intermediate-Term Bond ETF made up 0.08% of HF Advisory Group's portfolio in Q2 2026, its #159 holding.
  • HF Advisory Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • HF Advisory Group's Vanguard Intermediate-Term Bond ETF position peaked at $269K in Q4 2025.
  • 191 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on HF Advisory Group's 13F filing for Q2 2026, filed 9 Jul 2026.