Melissa S. Kampmann’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Melissa S. Kampmann’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	$1.55M	Sell	20,151 -213	-1%	-$16.4K	1.17%	31
2026 Q1	$1.57M	Buy	20,364 +110	+0.5%	+$8.56K	1.26%	30
2025 Q4	$1.57M	Buy	20,254 +500	+3%	+$39.1K	1.16%	31
2025 Q3	$1.54M	Buy	19,754 +40	+0.2%	+$3.1K	1.12%	35
2025 Q2	$1.52M	Sell	19,714 -2,575	-12%	-$196K	1.14%	36
2025 Q1	$1.71M	Buy	22,289 +50	+0.2%	+$3.77K	1.35%	34
2024 Q4	$1.66M	Buy	22,239 +379	+2%	+$28.8K	1.31%	33
2024 Q3	$1.71M	Buy	21,860 +186	+0.9%	+$14.3K	1.21%	34
2024 Q2	$1.62M	Buy	21,674 +1,960	+10%	+$146K	1.19%	34
2024 Q1	$1.49M	Buy	19,714 +875	+5%	+$66K	1.07%	34
2023 Q4	$1.44M	Sell	18,839 -394	-2%	-$28.9K	1.23%	33
2023 Q3	$1.39M	Buy	+19,233	New	+$1.42M	1.34%	32

Other funds holding BIV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

BCM Advisors Lafayette, Louisiana $514M AUM 20.96% 1-Year Est. Return

Melissa S. Kampmann's BIV Position: Q2 2026 in Review

Melissa S. Kampmann reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 1% in Q2 2026, selling an estimated $16.4K and leaving 20,151 shares worth $1.55M. The position accounts for 1.17% of the portfolio, ranked #31.

Melissa S. Kampmann first reported a position in BIV in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.71M in Q3 2024. 655 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Melissa S. Kampmann held 20,151 shares of Vanguard Intermediate-Term Bond ETF worth $1.55M as of Q2 2026.
Melissa S. Kampmann sold 213 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $16.4K.
Vanguard Intermediate-Term Bond ETF made up 1.17% of Melissa S. Kampmann's portfolio in Q2 2026, its #31 holding.
Melissa S. Kampmann first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2023 and has held it in 12 quarters since.
Melissa S. Kampmann's Vanguard Intermediate-Term Bond ETF position peaked at $1.71M in Q3 2024.
655 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Melissa S. Kampmann's 13F filing for Q2 2026, filed 29 Jul 2026.