Meridian Financial Partners’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Meridian Financial Partners’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	$4.2M	Buy	55,184 +1,892	+4%	+$145K	1.43%	17
2026 Q1	$4.11M	Buy	53,292 +1,851	+4%	+$144K	1.56%	16
2025 Q4	$4M	Buy	51,441 +4,988	+11%	+$390K	1.58%	14
2025 Q3	$3.62M	Buy	46,453 +1,710	+4%	+$132K	1.51%	14
2025 Q2	$3.46M	Buy	44,743 +2,209	+5%	+$168K	1.63%	12
2025 Q1	$3.26M	Buy	42,534 +1,101	+3%	+$83.1K	1.65%	12
2024 Q4	$3.1M	Buy	41,433 +4,089	+11%	+$311K	1.63%	13
2024 Q3	$2.93M	Buy	37,344 +1,553	+4%	+$120K	1.48%	14
2024 Q2	$2.71M	Buy	+35,791	New	+$2.66M	1.61%	12

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

Meridian Financial Partners's BIV Position: Q2 2026 in Review

Meridian Financial Partners increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 3.6% in Q2 2026, buying an estimated $145K and bringing the position to 55,184 shares worth $4.2M. The position accounts for 1.43% of the portfolio, ranked #17.

Meridian Financial Partners first reported a position in BIV in Q2 2024 and has held it in 9 quarters since. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Meridian Financial Partners held 55,184 shares of Vanguard Intermediate-Term Bond ETF worth $4.2M as of Q2 2026.
Meridian Financial Partners bought 1,892 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $145K.
Vanguard Intermediate-Term Bond ETF made up 1.43% of Meridian Financial Partners's portfolio in Q2 2026, its #17 holding.
Meridian Financial Partners first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2024 and has held it in 9 quarters since.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Meridian Financial Partners's 13F filing for Q2 2026, filed 24 Jul 2026.