Laurel Oak Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Laurel Oak Wealth 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	$1.07M	Buy	13,922 +487	+4%	+$37.4K	0.16%	120
2026 Q1	$1.04M	Sell	13,435 -556	-4%	-$43.3K	0.17%	99
2025 Q4	$1.09M	Buy	+13,991	New	+$1.09M	0.18%	100

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

Laurel Oak Wealth Management's BIV Position: Q2 2026 in Review

Laurel Oak Wealth Management increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 3.6% in Q2 2026, buying an estimated $37.4K and bringing the position to 13,922 shares worth $1.07M. The position accounts for 0.16% of the portfolio, ranked #120.

Laurel Oak Wealth Management first reported a position in BIV in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.09M in Q4 2025. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Laurel Oak Wealth Management held 13,922 shares of Vanguard Intermediate-Term Bond ETF worth $1.07M as of Q2 2026.
Laurel Oak Wealth Management bought 487 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $37.4K.
Vanguard Intermediate-Term Bond ETF made up 0.16% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #120 holding.
Laurel Oak Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2025 and has held it in 3 quarters since.
Laurel Oak Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $1.09M in Q4 2025.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.