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Neumann Capital Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Neumann Capital 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 		$16.7M Buy
218,277
+401
+0.2% +$30.8K 11.07% 2
2026
Q1 		$16.8M Buy
217,876
+32,637
+18% +$2.54M 4.95% 4
2025
Q4 		$14.4M Buy
185,239
+23,044
+14% +$1.8M 4.17% 6
2025
Q3 		$12.7M Buy
162,195
+9,729
+6% +$753K 3.7% 9
2025
Q2 		$11.8M Buy
152,466
+10,517
+7% +$801K 3.71% 9
2025
Q1 		$10.9M Buy
141,949
+13,317
+10% +$1M 3.76% 8
2024
Q4 		$9.61M Buy
128,632
+23,211
+22% +$1.76M 3.19% 9
2024
Q3 		$8.26M Buy
105,421
+4,470
+4% +$345K 2.75% 10
2024
Q2 		$7.56M Buy
100,951
+10,644
+12% +$791K 2.6% 12
2024
Q1 		$6.81M Buy
90,307
+8,010
+10% +$604K 2.43% 12
2023
Q4 		$6.29M Sell
82,297
-28,657
-26% -$2.1M 2.49% 13
2023
Q3 		$8.02M Sell
110,954
-28,240
-20% -$2.09M 3.5% 10
2023
Q2 		$10.5M Buy
139,194
+19,190
+16% +$1.46M 4.34% 7
2023
Q1 		$9.21M Buy
120,004
+22,421
+23% +$1.7M 4.05% 7
2022
Q4 		$7.25M Buy
97,583
+11,229
+13% +$832K 3.4% 9
2022
Q3 		$6.34M Buy
+86,354
New +$6.68M 3.26% 9
2021
Q1 		– Sell
-3,116
Closed -$289K – 82
2020
Q4 		$289K Sell
3,116
-13
-0.4% -$1.21K 0.15% 70
2020
Q3 		$293K Buy
3,129
+856
+38% +$80.2K 0.17% 66
2020
Q2 		$212K Buy
+2,273
New +$208K 0.13% 70

Other funds holding BIV

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
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
BA
BCM Advisors Lafayette, Louisiana $514M AUM 20.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

Neumann Capital Management's BIV Position: Q2 2026 in Review

Neumann Capital Management increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0.18% in Q2 2026, buying an estimated $30.8K and bringing the position to 218,277 shares worth $16.7M. The position accounts for 11.07% of the portfolio, ranked #2.

Neumann Capital Management first reported a position in BIV in Q2 2020 and has held it in 19 quarters since. The position peaked at $16.8M in Q1 2026. 482 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Neumann Capital Management held 218,277 shares of Vanguard Intermediate-Term Bond ETF worth $16.7M as of Q2 2026.
  • Neumann Capital Management bought 401 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $30.8K.
  • Vanguard Intermediate-Term Bond ETF made up 11.07% of Neumann Capital Management's portfolio in Q2 2026, its #2 holding.
  • Neumann Capital Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2020 and has held it in 19 quarters since.
  • Neumann Capital Management's Vanguard Intermediate-Term Bond ETF position peaked at $16.8M in Q1 2026.
  • 482 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Neumann Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.