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Moisand Fitzgerald Tamayo’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Moisand Fitzgerald Tamayo’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 		$2.09M Sell
27,247
-30
-0.1% -$2.3K 0.2% 40
2026
Q1 		$2.11M Sell
27,277
-2,256
-8% -$176K 0.23% 36
2025
Q4 		$2.3M Sell
29,533
-1,611
-5% -$126K 0.26% 35
2025
Q3 		$2.43M Sell
31,144
-2,143
-6% -$166K 0.29% 32
2025
Q2 		$2.57M Sell
33,287
-286,307
-90% -$21.8M 0.33% 30
2025
Q1 		$24.5M Sell
319,594
-102,088
-24% -$7.7M 3.39% 10
2024
Q4 		$31.5M Buy
421,682
+19,665
+5% +$1.5M 4.45% 8
2024
Q3 		$31.5M Buy
402,017
+29,891
+8% +$2.3M 4.32% 8
2024
Q2 		$27.9M Buy
372,126
+58,972
+19% +$4.38M 4.17% 9
2024
Q1 		$23.6M Buy
313,154
+155,823
+99% +$11.7M 3.61% 12
2023
Q4 		$12M Buy
157,331
+154,320
+5,125% +$11.3M 2.08% 15
2023
Q3 		$218K Sell
3,011
-578
-16% -$42.8K 0.05% 92
2023
Q2 		$270K Sell
3,589
-183
-5% -$13.9K 0.06% 86
2023
Q1 		$289K Sell
3,772
-111
-3% -$8.41K 0.06% 85
2022
Q4 		$289K Buy
3,883
+4
+0.1% +$296 0.07% 83
2022
Q3 		$285K Sell
3,879
-1,868
-33% -$145K 0.08% 79
2022
Q2 		$446K Buy
5,747
+2,095
+57% +$164K 0.12% 70
2022
Q1 		$299K Sell
3,652
-5,458
-60% -$461K 0.14% 63
2021
Q4 		$798K Buy
9,110
+328
+4% +$29.1K 0.22% 55
2021
Q3 		$785K Sell
8,782
-34
-0.4% -$3.08K 0.26% 55
2021
Q2 		$793K Buy
8,816
+2,925
+50% +$261K 0.29% 49
2021
Q1 		$523K Sell
5,891
-838
-12% -$76.1K 0.23% 55
2020
Q4 		$625K Sell
6,729
-340
-5% -$31.7K 0.28% 52
2020
Q3 		$661K Buy
7,069
+561
+9% +$52.5K 0.34% 46
2020
Q2 		$606K Buy
6,508
+2,143
+49% +$196K 0.33% 49
2020
Q1 		$390K Sell
4,365
-1,201
-22% -$107K 0.25% 52
2019
Q4 		$485K Buy
5,566
+246
+5% +$21.5K 0.25% 52
2019
Q3 		$468K Sell
5,320
-823
-13% -$71.9K 0.25% 53
2019
Q2 		$531K Buy
6,143
+31
+0.5% +$2.62K 0.29% 52
2019
Q1 		$513K Sell
6,112
-846
-12% -$69.6K 0.29% 52
2018
Q4 		$566K Sell
6,958
-220
-3% -$17.6K 0.35% 45
2018
Q3 		$578K Sell
7,178
-538
-7% -$43.5K 0.32% 48
2018
Q2 		$625K Sell
7,716
-602
-7% -$48.6K 0.36% 43
2018
Q1 		$680K Sell
8,318
-26,894
-76% -$2.21M 0.4% 40
2017
Q4 		$2.95M Buy
35,212
+4,815
+16% +$406K 1.71% 18
2017
Q3 		$2.57M Buy
30,397
+2,131
+8% +$181K 1.57% 18
2017
Q2 		$2.39M Buy
28,266
+32
+0.1% +$2.7K 1.63% 18
2017
Q1 		$2.36M Buy
28,234
+2,061
+8% +$172K 1.66% 18
2016
Q4 		$2.17M Buy
26,173
+73
+0.3% +$6.2K 1.61% 20
2016
Q3 		$2.29M Buy
26,100
+194
+0.7% +$17K 1.74% 18
2016
Q2 		$2.28M Buy
25,906
+3,269
+14% +$283K 1.86% 18
2016
Q1 		$1.95M Buy
22,637
+1,003
+5% +$85K 1.58% 19
2015
Q4 		$1.8M Buy
+21,634
New +$1.82M 1.54% 21

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

Moisand Fitzgerald Tamayo's BIV Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0.11% in Q2 2026, selling an estimated $2.3K and leaving 27,247 shares worth $2.09M. The position accounts for 0.2% of the portfolio, ranked #40.

Moisand Fitzgerald Tamayo first reported a position in BIV in Q4 2015 and has held it in 43 quarters since. The position peaked at $31.5M in Q4 2024. 347 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Moisand Fitzgerald Tamayo held 27,247 shares of Vanguard Intermediate-Term Bond ETF worth $2.09M as of Q2 2026.
  • Moisand Fitzgerald Tamayo sold 30 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $2.3K.
  • Vanguard Intermediate-Term Bond ETF made up 0.2% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #40 holding.
  • Moisand Fitzgerald Tamayo first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2015 and has held it in 43 quarters since.
  • Moisand Fitzgerald Tamayo's Vanguard Intermediate-Term Bond ETF position peaked at $31.5M in Q4 2024.
  • 347 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.