Hoge Financial Services’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Hoge Financial Services’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	$28M	Buy	365,539 +9,432	+3%	+$724K	13.42%	2
2026 Q1	$27.5M	Buy	356,107 +70,839	+25%	+$5.51M	14.71%	2
2025 Q4	$22.2M	Buy	285,268 +26,820	+10%	+$2.1M	11.97%	2
2025 Q3	$20.2M	Buy	258,448 +7,787	+3%	+$603K	11.57%	2
2025 Q2	$19.5M	Buy	250,661 +18,275	+8%	+$1.39M	12.11%	2
2025 Q1	$17.8M	Buy	232,386 +44,325	+24%	+$3.34M	12.44%	2
2024 Q4	$14.1M	Buy	188,061 +15,491	+9%	+$1.18M	10.29%	3
2024 Q3	$13.5M	Buy	172,570 +23,025	+15%	+$1.78M	10.19%	3
2024 Q2	$11.2M	Buy	149,545 +3,338	+2%	+$248K	9.18%	3
2024 Q1	$11M	Buy	146,207 +18,479	+14%	+$1.39M	9%	3
2023 Q4	$9.76M	Buy	+127,728	New	+$9.35M	9.78%	3

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

Hoge Financial Services's BIV Position: Q2 2026 in Review

Hoge Financial Services increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 2.6% in Q2 2026, buying an estimated $724K and bringing the position to 365,539 shares worth $28M. The position accounts for 13.42% of the portfolio, ranked #2.

Hoge Financial Services first reported a position in BIV in Q4 2023 and has held it in 11 quarters since. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Hoge Financial Services held 365,539 shares of Vanguard Intermediate-Term Bond ETF worth $28M as of Q2 2026.
Hoge Financial Services bought 9,432 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $724K.
Vanguard Intermediate-Term Bond ETF made up 13.42% of Hoge Financial Services's portfolio in Q2 2026, its #2 holding.
Hoge Financial Services first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2023 and has held it in 11 quarters since.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Hoge Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.