Mitchell McLeod Pugh & Williams’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Mitchell McLeod Pugh & Williams’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	$14M	Buy	182,901 +19,503	+12%	+$1.5M	1.72%	10
2026 Q1	$12.6M	Buy	163,398 +7,274	+5%	+$566K	1.86%	9
2025 Q4	$12.2M	Buy	156,124 +45,557	+41%	+$3.56M	1.74%	10
2025 Q3	$8.71M	Buy	110,567 +23,310	+27%	+$1.8M	1.4%	13
2025 Q2	$6.75M	Buy	87,257 +24,118	+38%	+$1.84M	1.26%	14
2025 Q1	$4.83M	Buy	63,139 +5,458	+9%	+$412K	1%	17
2024 Q4	$4.31M	Buy	57,681 +20,489	+55%	+$1.56M	0.9%	21
2024 Q3	$2.91M	Buy	37,192 +5,337	+17%	+$411K	0.61%	34
2024 Q2	$2.39M	Buy	31,855 +3,197	+11%	+$238K	0.54%	38
2024 Q1	$2.16M	Buy	28,658 +5,997	+26%	+$452K	0.52%	45
2023 Q4	$1.73M	Buy	22,661 +2,317	+11%	+$170K	0.46%	50
2023 Q3	$1.47M	Sell	20,344 -8,711	-30%	-$644K	0.43%	55
2023 Q2	$2.19M	Sell	29,055 -431	-1%	-$32.8K	0.63%	34
2023 Q1	$2.26M	Buy	+29,486	New	+$2.23M	0.7%	32
2022 Q4	–	Sell	-5,650	Closed	-$415K	–	249
2022 Q3	$415K	Buy	+5,650	New	+$437K	0.16%	146

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

Mitchell McLeod Pugh & Williams's BIV Position: Q2 2026 in Review

Mitchell McLeod Pugh & Williams increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 12% in Q2 2026, buying an estimated $1.5M and bringing the position to 182,901 shares worth $14M. The position accounts for 1.72% of the portfolio, ranked #10.

Mitchell McLeod Pugh & Williams first reported a position in BIV in Q3 2022 and has held it in 15 quarters since. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Mitchell McLeod Pugh & Williams held 182,901 shares of Vanguard Intermediate-Term Bond ETF worth $14M as of Q2 2026.
Mitchell McLeod Pugh & Williams bought 19,503 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $1.5M.
Vanguard Intermediate-Term Bond ETF made up 1.72% of Mitchell McLeod Pugh & Williams's portfolio in Q2 2026, its #10 holding.
Mitchell McLeod Pugh & Williams first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2022 and has held it in 15 quarters since.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Mitchell McLeod Pugh & Williams's 13F filing for Q2 2026, filed 11 Aug 2026.