LJHT
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Laurie J. Hall Trustee’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Laurie J. Hall Trustee’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
Q3 		– Sell
-2,675
Closed -$205K – 100
2026
Q2 		$205K Hold
2,675
– – 0.06% 102
2026
Q1 		$206K Hold
2,675
– – 0.07% 102
2025
Q4 		$208K Hold
2,675
– – 0.07% 105
2025
Q3 		$209K Hold
2,675
– – 0.07% 108
2025
Q2 		$207K Hold
2,675
– – 0.07% 111
2025
Q1 		$205K Hold
2,675
– – 0.07% 109
2024
Q4 		$200K Hold
2,675
– – 0.07% 120
2024
Q3 		$210K Hold
2,675
– – 0.07% 124
2024
Q2 		$200K Hold
2,675
– – 0.07% 111
2024
Q1 		$202K Hold
2,675
– – 0.07% 112
2023
Q4 		$204K Buy
+2,675
New +$196K 0.08% 111

Other funds holding BIV

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
AIA
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $402M AUM 10.07% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BS
Brighton Securities Rochester, New York $239M AUM 9.14% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
BCA
Ballentine Capital Advisors Greenville, South Carolina $266M AUM 11.26% 1-Year Est. Return

Laurie J. Hall Trustee's BIV Position: Q3 2026 in Review

Laurie J. Hall Trustee sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2026, closing a stake of 2,675 shares — an estimated $205K sold.

Laurie J. Hall Trustee first reported a position in BIV in Q4 2023 and held it in 11 quarters. The position peaked at $210K in Q3 2024. 125 funds tracked by Wall St. Rank hold BIV as of Q3 2026.

  • Laurie J. Hall Trustee reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Laurie J. Hall Trustee sold 2,675 Vanguard Intermediate-Term Bond ETF shares in Q3 2026, an estimated $205K.
  • Laurie J. Hall Trustee first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2023 and held it in 11 quarters.
  • Laurie J. Hall Trustee's Vanguard Intermediate-Term Bond ETF position peaked at $210K in Q3 2024.
  • 125 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2026.

Based on Laurie J. Hall Trustee's 13F filing for Q3 2026, filed 6 Oct 2026.