MWM
BIV icon

Modera Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Modera Wealth Management’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 		$31.4M Sell
409,973
-8,775
-2% -$674K 0.34% 59
2026
Q1 		$32.3M Sell
418,748
-33,105
-7% -$2.58M 0.39% 54
2025
Q4 		$35.2M Sell
451,853
-9,945
-2% -$778K 0.41% 53
2025
Q3 		$36.1M Sell
461,798
-3,301
-0.7% -$256K 0.42% 54
2025
Q2 		$36M Sell
465,099
-9,567
-2% -$729K 0.45% 51
2025
Q1 		$36.3M Sell
474,666
-14,316
-3% -$1.08M 0.49% 48
2024
Q4 		$36.5M Sell
488,982
-1,409
-0.3% -$107K 0.44% 51
2024
Q3 		$38.4M Buy
490,391
+2,008
+0.4% +$155K 0.49% 47
2024
Q2 		$36.6M Buy
488,383
+103,461
+27% +$7.69M 0.54% 48
2024
Q1 		$29M Buy
384,922
+15,845
+4% +$1.19M 0.44% 57
2023
Q4 		$28.2M Sell
369,077
-37,068
-9% -$2.71M 0.47% 56
2023
Q3 		$29.4M Buy
406,145
+1,391
+0.3% +$103K 0.55% 52
2023
Q2 		$30.4M Buy
404,754
+20,263
+5% +$1.54M 0.55% 52
2023
Q1 		$29.5M Sell
384,491
-1,929
-0.5% -$146K 1.14% 27
2022
Q4 		$28.7M Sell
386,420
-9,088
-2% -$673K 1.17% 26
2022
Q3 		$29.1M Sell
395,508
-1,961
-0.5% -$152K 1.47% 21
2022
Q2 		$30.9M Buy
397,469
+7,984
+2% +$626K 1.47% 19
2022
Q1 		$31.9M Buy
389,485
+6,395
+2% +$540K 1.41% 21
2021
Q4 		$33.6M Buy
383,090
+19,776
+5% +$1.75M 1.28% 20
2021
Q3 		$32.5M Buy
363,314
+17,341
+5% +$1.57M 1.67% 17
2021
Q2 		$31.1M Buy
345,973
+23,895
+7% +$2.13M 1.68% 17
2021
Q1 		$28.6M Buy
322,078
+11,943
+4% +$1.08M 1.86% 14
2020
Q4 		$28.8M Buy
+310,135
New +$28.9M 2.28% 13

Other funds holding BIV

Envestnet Asset Management
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ZF
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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Modera Wealth Management's BIV Position: Q2 2026 in Review

Modera Wealth Management reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 2.1% in Q2 2026, selling an estimated $674K and leaving 409,973 shares worth $31.4M. The position accounts for 0.34% of the portfolio, ranked #59.

Modera Wealth Management first reported a position in BIV in Q4 2020 and has held it in 23 quarters since. The position peaked at $38.4M in Q3 2024. 698 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Modera Wealth Management held 409,973 shares of Vanguard Intermediate-Term Bond ETF worth $31.4M as of Q2 2026.
  • Modera Wealth Management sold 8,775 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $674K.
  • Vanguard Intermediate-Term Bond ETF made up 0.34% of Modera Wealth Management's portfolio in Q2 2026, its #59 holding.
  • Modera Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • Modera Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $38.4M in Q3 2024.
  • 698 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.