MFG
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Merit Financial Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Merit Financial Group’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 		$8.91M Buy
116,217
+7,376
+7% +$566K 0.05% 281
2026
Q1 		$8.4M Buy
108,841
+8,072
+8% +$628K 0.06% 266
2025
Q4 		$7.85M Sell
100,769
-37,247
-27% -$2.91M 0.06% 247
2025
Q3 		$10.8M Sell
138,016
-26,543
-16% -$2.05M 0.1% 167
2025
Q2 		$12.7M Buy
164,559
+81,391
+98% +$6.2M 0.14% 114
2025
Q1 		$6.37M Buy
83,168
+28,488
+52% +$2.15M 0.1% 172
2024
Q4 		$4.09M Buy
54,680
+14,147
+35% +$1.08M 0.07% 220
2024
Q3 		$3.18M Buy
40,533
+721
+2% +$55.6K 0.07% 216
2024
Q2 		$2.98M Buy
39,812
+4,542
+13% +$338K 0.07% 216
2024
Q1 		$2.61M Sell
35,270
-13,392
-28% -$1.01M 0.06% 232
2023
Q4 		$3.72M Sell
48,662
-928,053
-95% -$68M 0.11% 123
2023
Q3 		$70.6M Buy
976,715
+110,945
+13% +$8.21M 2.31% 9
2023
Q2 		$65.1M Buy
865,770
+92,671
+12% +$7.06M 2.11% 9
2023
Q1 		$59.3M Buy
773,099
+50,221
+7% +$3.8M 2.16% 8
2022
Q4 		$53.7M Buy
722,878
+85,346
+13% +$6.32M 1.94% 10
2022
Q3 		$46.8M Sell
637,532
-3,165
-0.5% -$245K 2.03% 9
2022
Q2 		$49.8M Buy
+640,697
New +$50.2M 1.54% 13

Other funds holding BIV

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baird Financial Group
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Merit Financial Group's BIV Position: Q2 2026 in Review

Merit Financial Group increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 6.8% in Q2 2026, buying an estimated $566K and bringing the position to 116,217 shares worth $8.91M. The position accounts for 0.05% of the portfolio, ranked #281.

Merit Financial Group first reported a position in BIV in Q2 2022 and has held it in 17 quarters since. The position peaked at $70.6M in Q3 2023. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Merit Financial Group held 116,217 shares of Vanguard Intermediate-Term Bond ETF worth $8.91M as of Q2 2026.
  • Merit Financial Group bought 7,376 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $566K.
  • Vanguard Intermediate-Term Bond ETF made up 0.05% of Merit Financial Group's portfolio in Q2 2026, its #281 holding.
  • Merit Financial Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • Merit Financial Group's Vanguard Intermediate-Term Bond ETF position peaked at $70.6M in Q3 2023.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.