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NewEdge Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

NewEdge Advisors’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
Q1 		$15.6M Sell
201,802
-7,627
-4% -$594K 0.06% 330
2025
Q4 		$16.3M Buy
209,429
+18,337
+10% +$1.43M 0.06% 297
2025
Q3 		$14.9M Buy
191,092
+2,939
+2% +$228K 0.07% 283
2025
Q2 		$14.6M Buy
188,153
+3,243
+2% +$247K 0.08% 264
2025
Q1 		$14.2M Buy
184,910
+11,223
+6% +$847K 0.08% 246
2024
Q4 		$13M Buy
173,687
+25,188
+17% +$1.92M 0.08% 255
2024
Q3 		$11.6M Buy
148,499
+57,367
+63% +$4.42M 0.08% 259
2024
Q2 		$6.82M Buy
91,132
+7,844
+9% +$583K 0.05% 356
2024
Q1 		$6.28M Sell
83,288
-8,347
-9% -$629K 0.05% 329
2023
Q4 		$6.95M Buy
91,635
+25,730
+39% +$1.88M 0.07% 281
2023
Q3 		$4.77M Sell
65,905
-617
-0.9% -$45.6K 0.05% 330
2023
Q2 		$5M Sell
66,522
-545
-0.8% -$41.5K 0.06% 320
2023
Q1 		$5.16M Buy
67,067
+5,899
+10% +$447K 0.06% 297
2022
Q4 		$2.56M Sell
61,168
-845
-1% -$62.6K 0.07% 289
2022
Q3 		$4.56M Sell
62,013
-7,000
-10% -$542K 0.07% 253
2022
Q2 		$5.36M Buy
69,013
+1,818
+3% +$143K 0.09% 222
2022
Q1 		$5.5M Buy
67,195
+6,423
+11% +$542K 0.09% 225
2021
Q4 		$5.33M Buy
60,772
+23,422
+63% +$2.08M 0.08% 233
2021
Q3 		$3.34M Buy
37,350
+1,767
+5% +$160K 0.08% 227
2021
Q2 		$3.2M Buy
35,583
+1,637
+5% +$146K 0.09% 227
2021
Q1 		$3.01M Buy
33,946
+9,325
+38% +$847K 0.09% 217
2020
Q4 		$2.29M Buy
24,621
+1,482
+6% +$138K 0.08% 232
2020
Q3 		$2.16M Sell
23,139
-1,355
-6% -$127K 0.08% 235
2020
Q2 		$2.28M Sell
24,494
-2,052
-8% -$188K 0.09% 204
2020
Q1 		$2.37M Buy
26,546
+2,103
+9% +$187K 0.11% 169
2019
Q4 		$2.13M Buy
24,443
+1,685
+7% +$148K 0.08% 233
2019
Q3 		$2M Buy
22,758
+3,457
+18% +$302K 0.09% 218
2019
Q2 		$1.67M Buy
19,301
+1,841
+11% +$156K 0.1% 200
2019
Q1 		$1.47M Sell
17,460
-1,267
-7% -$104K 0.09% 219
2018
Q4 		$1.52K Buy
18,727
+5,445
+41% +$436K 0.1% 177
2018
Q3 		$1.07M Buy
13,282
+6,862
+107% +$555K 0.08% 221
2018
Q2 		$518 Buy
6,420
+3,639
+131% +$294K 0.05% 302
2018
Q1 		$227K Sell
2,781
-340
-11% -$27.9K 0.03% 431
2017
Q4 		$261K Buy
3,121
+404
+15% +$34K 0.04% 343
2017
Q3 		$230K Buy
2,717
+1,789
+193% +$152K 0.04% 330
2017
Q2 		$78K Buy
+928
New +$78.4K 0.01% 463

Other funds holding BIV

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 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

NewEdge Advisors's BIV Position: Q1 2026 in Review

NewEdge Advisors reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 3.6% in Q1 2026, selling an estimated $594K and leaving 201,802 shares worth $15.6M. The position accounts for 0.06% of the portfolio, ranked #330.

NewEdge Advisors first reported a position in BIV in Q2 2017 and has held it in 36 quarters since. The position peaked at $16.3M in Q4 2025. 1,009 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

  • NewEdge Advisors held 201,802 shares of Vanguard Intermediate-Term Bond ETF worth $15.6M as of Q1 2026.
  • NewEdge Advisors sold 7,627 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $594K.
  • Vanguard Intermediate-Term Bond ETF made up 0.06% of NewEdge Advisors's portfolio in Q1 2026, its #330 holding.
  • NewEdge Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2017 and has held it in 36 quarters since.
  • NewEdge Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $16.3M in Q4 2025.
  • 1,009 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.