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

Modern 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 		$752K Buy
+9,805
New +$753K 0.01% 596
2026
Q1 		– Sell
-4,753
Closed -$370K – 886
2025
Q4 		$370K Buy
4,753
+1,751
+58% +$137K 0.01% 620
2025
Q3 		$234K Sell
3,002
-246
-8% -$19K ﹤0.01% 724
2025
Q2 		$251K Buy
+3,248
New +$247K 0.01% 663

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

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

Modern Wealth Management opened a new position in Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2026: 9,805 shares worth $752K. The stake represents 0.01% of the portfolio and ranks #596 among its holdings. This is a return to the name: Modern Wealth Management previously reported a position in BIV as recently as Q4 2025.

Modern Wealth Management first reported a position in BIV in Q2 2025 and has held it in 4 quarters since. 1,020 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Modern Wealth Management held 9,805 shares of Vanguard Intermediate-Term Bond ETF worth $752K as of Q2 2026.
  • Vanguard Intermediate-Term Bond ETF was a new Modern Wealth Management position in Q2 2026.
  • Vanguard Intermediate-Term Bond ETF made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #596 holding.
  • Modern Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • 1,020 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.