MFN
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Midwest Financial Network’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Midwest Financial Network’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 		$2.88M Sell
37,532
-9,452
-20% -$726K 1.97% 15
2026
Q1 		$3.63M Buy
46,984
+485
+1% +$37.8K 2.88% 10
2025
Q4 		$3.62M Buy
46,499
+2,966
+7% +$232K 2.79% 11
2025
Q3 		$3.4M Buy
43,533
+4,101
+10% +$317K 2.76% 10
2025
Q2 		$3.05M Sell
39,432
-1,415
-3% -$108K 3.03% 12
2025
Q1 		$3.13M Buy
40,847
+1,472
+4% +$111K 3.12% 12
2024
Q4 		$2.94M Buy
+39,375
New +$2.99M 3.06% 12

Other funds holding BIV

RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return
SFMG
Sage Financial Management Group Mclean, Virginia $364M AUM 15.61% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
B
BetterWealth San Jose, California $565M AUM 23.16% 1-Year Est. Return
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $394M AUM 18.41% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

Midwest Financial Network's BIV Position: Q2 2026 in Review

Midwest Financial Network reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 20% in Q2 2026, selling an estimated $726K and leaving 37,532 shares worth $2.88M. The position accounts for 1.97% of the portfolio, ranked #15.

Midwest Financial Network first reported a position in BIV in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.63M in Q1 2026. 347 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Midwest Financial Network held 37,532 shares of Vanguard Intermediate-Term Bond ETF worth $2.88M as of Q2 2026.
  • Midwest Financial Network sold 9,452 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $726K.
  • Vanguard Intermediate-Term Bond ETF made up 1.97% of Midwest Financial Network's portfolio in Q2 2026, its #15 holding.
  • Midwest Financial Network first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Midwest Financial Network's Vanguard Intermediate-Term Bond ETF position peaked at $3.63M in Q1 2026.
  • 347 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Midwest Financial Network's 13F filing for Q2 2026, filed 7 Jul 2026.