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LVW Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

LVW 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 		$37.9M Buy
494,779
+29,652
+6% +$2.28M 3.28% 7
2026
Q1 		$35.9M Buy
465,127
+15,956
+4% +$1.24M 3.42% 6
2025
Q4 		$35M Buy
449,171
+21,084
+5% +$1.65M 3.55% 8
2025
Q3 		$33.4M Buy
428,087
+35,657
+9% +$2.76M 3.41% 8
2025
Q2 		$30.4M Buy
392,430
+15,875
+4% +$1.21M 3.31% 6
2025
Q1 		$28.8M Buy
376,555
+116,007
+45% +$8.75M 3.45% 7
2024
Q4 		$19.5M Sell
260,548
-10,971
-4% -$834K 2.34% 9
2024
Q3 		$21.3M Buy
271,519
+268,701
+9,535% +$20.7M 2.71% 8
2024
Q2 		$211K Buy
2,818
+103
+4% +$7.65K 0.03% 279
2024
Q1 		$205K Sell
2,715
-1,092
-29% -$82.3K 0.03% 277
2023
Q4 		$291K Buy
3,807
+14
+0.4% +$1.02K 0.05% 208
2023
Q3 		$274K Sell
3,793
-374
-9% -$27.7K 0.06% 181
2023
Q2 		$313K Buy
4,167
+143
+4% +$10.9K 0.06% 165
2023
Q1 		$309K Buy
4,024
+75
+2% +$5.68K 0.06% 181
2022
Q4 		$293K Sell
3,949
-530
-12% -$39.3K 0.06% 189
2022
Q3 		$329K Sell
4,479
-138
-3% -$10.7K 0.07% 166
2022
Q2 		$359K Buy
4,617
+84
+2% +$6.59K 0.07% 171
2022
Q1 		$371K Buy
4,533
+112
+3% +$9.46K 0.06% 175
2021
Q4 		$387K Buy
4,421
+106
+2% +$9.4K 0.07% 171
2021
Q3 		$386K Buy
4,315
+9
+0.2% +$815 0.07% 176
2021
Q2 		$387K Sell
4,306
-83
-2% -$7.41K 0.07% 170
2021
Q1 		$389K Buy
4,389
+214
+5% +$19.4K 0.07% 168
2020
Q4 		$388K Buy
4,175
+104
+3% +$9.69K 0.08% 142
2020
Q3 		$381K Buy
4,071
+351
+9% +$32.9K 0.08% 127
2020
Q2 		$347K Buy
3,720
+245
+7% +$22.4K 0.08% 129
2020
Q1 		$310K Buy
+3,475
New +$308K 0.08% 118

Other funds holding BIV

TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BA
BCM Advisors Lafayette, Louisiana $514M AUM 20.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LVW Advisors's BIV Position: Q2 2026 in Review

LVW Advisors increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 6.4% in Q2 2026, buying an estimated $2.28M and bringing the position to 494,779 shares worth $37.9M. The position accounts for 3.28% of the portfolio, ranked #7.

LVW Advisors first reported a position in BIV in Q1 2020 and has held it in 26 quarters since. 508 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • LVW Advisors held 494,779 shares of Vanguard Intermediate-Term Bond ETF worth $37.9M as of Q2 2026.
  • LVW Advisors bought 29,652 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $2.28M.
  • Vanguard Intermediate-Term Bond ETF made up 3.28% of LVW Advisors's portfolio in Q2 2026, its #7 holding.
  • LVW Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2020 and has held it in 26 quarters since.
  • 508 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.