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Larson Financial Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Larson Financial 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 		$507K Sell
6,612
-10,570
-62% -$811K 0.01% 549
2026
Q1 		$1.33M Sell
17,182
-11,766
-41% -$916K 0.04% 286
2025
Q4 		$2.25M Sell
28,948
-6,019
-17% -$471K 0.08% 216
2025
Q3 		$2.73M Sell
34,967
-13,970
-29% -$1.08M 0.1% 186
2025
Q2 		$3.78M Sell
48,937
-14,056
-22% -$1.07M 0.15% 130
2025
Q1 		$4.82M Sell
62,993
-5,506
-8% -$415K 0.23% 86
2024
Q4 		$5.12M Sell
68,499
-17,202
-20% -$1.31M 0.26% 76
2024
Q3 		$6.72M Sell
85,701
-3,601
-4% -$278K 0.38% 54
2024
Q2 		$6.69M Sell
89,302
-9,416
-10% -$700K 0.46% 48
2024
Q1 		$7.44M Buy
98,718
+4,836
+5% +$365K 0.58% 38
2023
Q4 		$7.17M Buy
93,882
+5,958
+7% +$436K 0.63% 38
2023
Q3 		$6.36M Buy
87,924
+10,689
+14% +$791K 0.63% 36
2023
Q2 		$5.81M Buy
77,235
+18,215
+31% +$1.39M 0.58% 40
2023
Q1 		$4.53M Buy
59,020
+16,044
+37% +$1.22M 0.49% 41
2022
Q4 		$3.19M Sell
42,976
-22,208
-34% -$1.65M 0.38% 50
2022
Q3 		$4.79M Buy
65,184
+4,603
+8% +$356K 0.68% 27
2022
Q2 		$4.7M Buy
60,581
+4,970
+9% +$390K 0.81% 27
2022
Q1 		$4.55M Buy
55,611
+11,441
+26% +$966K 0.73% 29
2021
Q4 		$3.87M Buy
44,170
+7,901
+22% +$701K 0.61% 33
2021
Q3 		$3.24M Buy
36,269
+6,018
+20% +$545K 0.64% 31
2021
Q2 		$2.72M Buy
30,251
+10,442
+53% +$933K 0.63% 30
2021
Q1 		$1.76M Buy
19,809
+8,964
+83% +$814K 0.52% 29
2020
Q4 		$1.01M Buy
10,845
+9,318
+610% +$868K 0.34% 39
2020
Q3 		$143K Buy
1,527
+1,334
+691% +$125K 0.06% 106
2020
Q2 		$18K Buy
193
+25
+15% +$2.29K 0.01% 294
2020
Q1 		$15K Sell
168
-23
-12% -$2.04K 0.01% 243
2019
Q4 		$17K Buy
+191
New +$16.7K 0.01% 237

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
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
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
Baird Financial Group
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Larson Financial Group's BIV Position: Q2 2026 in Review

Larson Financial Group reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 62% in Q2 2026, selling an estimated $811K and leaving 6,612 shares worth $507K. The position accounts for 0.01% of the portfolio, ranked #549.

Larson Financial Group first reported a position in BIV in Q4 2019 and has held it in 27 quarters since. The position peaked at $7.44M in Q1 2024. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Larson Financial Group held 6,612 shares of Vanguard Intermediate-Term Bond ETF worth $507K as of Q2 2026.
  • Larson Financial Group sold 10,570 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $811K.
  • Vanguard Intermediate-Term Bond ETF made up 0.01% of Larson Financial Group's portfolio in Q2 2026, its #549 holding.
  • Larson Financial Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • Larson Financial Group's Vanguard Intermediate-Term Bond ETF position peaked at $7.44M in Q1 2024.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.