JWCA
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J.W. Cole Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

J.W. Cole 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 		$8.85M Buy
+115,390
New +$8.86M 0.15% 139
2026
Q1 		– Sell
-97,827
Closed -$4.21M – 817
2025
Q4 		$4.21M Buy
97,827
+1,611
+2% +$126K 0.1% 201
2025
Q3 		$7.51M Buy
96,216
+1,544
+2% +$120K 0.14% 144
2025
Q2 		$7.32M Buy
94,672
+38,678
+69% +$2.95M 0.16% 136
2025
Q1 		$4.29M Buy
55,994
+13,788
+33% +$1.04M 0.13% 163
2024
Q4 		$3.15M Buy
42,206
+1,638
+4% +$125K 0.13% 159
2024
Q3 		$3.18M Buy
40,568
+3,515
+9% +$271K 0.13% 160
2024
Q2 		$2.77M Buy
37,053
+4,169
+13% +$310K 0.13% 162
2024
Q1 		$2.47M Buy
32,884
+7,233
+28% +$545K 0.12% 177
2023
Q4 		$1.96M Buy
25,651
+19,070
+290% +$1.4M 0.11% 194
2023
Q3 		$476K Sell
6,581
-734
-10% -$54.3K 0.04% 428
2023
Q2 		$550K Sell
7,315
-3,629
-33% -$276K 0.04% 402
2023
Q1 		$840K Sell
10,944
-1,233
-10% -$93.4K 0.06% 321
2022
Q4 		$905K Buy
12,177
+2,309
+23% +$171K 0.07% 287
2022
Q3 		$725K Sell
9,868
-2,814
-22% -$218K 0.06% 318
2022
Q2 		$985K Sell
12,682
-12,686
-50% -$995K 0.08% 263
2022
Q1 		$2.08M Sell
25,368
-2,032
-7% -$172K 0.14% 172
2021
Q4 		$2.4M Sell
27,400
-111,584
-80% -$9.9M 0.16% 157
2021
Q3 		$12.1M Buy
138,984
+116,366
+514% +$10.5M 0.87% 19
2021
Q2 		$2.04M Buy
22,618
+5,378
+31% +$480K 0.16% 150
2021
Q1 		$1.53M Buy
17,240
+1,584
+10% +$144K 0.15% 173
2020
Q4 		$1.45M Sell
15,656
-28,229
-64% -$2.63M 0.15% 159
2020
Q3 		$4.1M Buy
43,885
+19,656
+81% +$1.84M 0.31% 74
2020
Q2 		$2.26M Buy
+24,229
New +$2.22M 0.34% 85
2020
Q1 		– Sell
-27,043
Closed -$2.36M – 142
2019
Q4 		$2.36M Buy
+27,043
New +$2.37M 0.3% 89

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
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 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
B
BetterWealth San Jose, California $565M AUM 23.16% 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

J.W. Cole Advisors's BIV Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2026: 115,390 shares worth $8.85M. The stake represents 0.15% of the portfolio and ranks #139 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in BIV as recently as Q4 2025.

J.W. Cole Advisors first reported a position in BIV in Q4 2019 and has held it in 25 quarters since. The position peaked at $12.1M in Q3 2021. 306 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • J.W. Cole Advisors held 115,390 shares of Vanguard Intermediate-Term Bond ETF worth $8.85M as of Q2 2026.
  • Vanguard Intermediate-Term Bond ETF was a new J.W. Cole Advisors position in Q2 2026.
  • Vanguard Intermediate-Term Bond ETF made up 0.15% of J.W. Cole Advisors's portfolio in Q2 2026, its #139 holding.
  • J.W. Cole Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2019 and has held it in 25 quarters since.
  • J.W. Cole Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $12.1M in Q3 2021.
  • 306 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.