Litman Gregory Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Litman Gregory 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
2025 Q4	$136K	Buy	+1,750	New	+$137K	0.01%	163

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

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

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Litman Gregory Wealth Management's BIV Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2025: 1,750 shares worth $136K. The stake represents 0.01% of the portfolio and ranks #163 among its holdings.

978 funds tracked by Wall St. Rank hold BIV as of Q4 2025.

Litman Gregory Wealth Management held 1,750 shares of Vanguard Intermediate-Term Bond ETF worth $136K as of Q4 2025.
Vanguard Intermediate-Term Bond ETF was a new Litman Gregory Wealth Management position in Q4 2025.
Vanguard Intermediate-Term Bond ETF made up 0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #163 holding.
978 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.