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Hoxton Planning & Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Hoxton Planning & 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
2026
Q2 		$4.82M Sell
62,892
-213
-0.3% -$16.4K 1.26% 19
2026
Q1 		$4.87M Buy
63,105
+6,071
+11% +$473K 1.46% 17
2025
Q4 		$4.44M Buy
57,034
+26,004
+84% +$2.03M 1.33% 21
2025
Q3 		$2.42M Buy
31,030
+8,072
+35% +$625K 0.78% 29
2025
Q2 		$1.78M Buy
22,958
+2,854
+14% +$217K 0.61% 35
2025
Q1 		$1.54M Buy
20,104
+7,688
+62% +$580K 0.59% 35
2024
Q4 		$928K Buy
12,416
+3,843
+45% +$292K 0.35% 53
2024
Q3 		$672K Buy
+8,573
New +$661K 0.26% 71

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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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

Hoxton Planning & Management's BIV Position: Q2 2026 in Review

Hoxton Planning & Management reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0.34% in Q2 2026, selling an estimated $16.4K and leaving 62,892 shares worth $4.82M. The position accounts for 1.26% of the portfolio, ranked #19.

Hoxton Planning & Management first reported a position in BIV in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.87M in Q1 2026. 216 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Hoxton Planning & Management held 62,892 shares of Vanguard Intermediate-Term Bond ETF worth $4.82M as of Q2 2026.
  • Hoxton Planning & Management sold 213 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $16.4K.
  • Vanguard Intermediate-Term Bond ETF made up 1.26% of Hoxton Planning & Management's portfolio in Q2 2026, its #19 holding.
  • Hoxton Planning & Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • Hoxton Planning & Management's Vanguard Intermediate-Term Bond ETF position peaked at $4.87M in Q1 2026.
  • 216 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Hoxton Planning & Management's 13F filing for Q2 2026, filed 16 Jul 2026.