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

NewEdge Wealth’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	$247K	Sell	3,215 -2,675	-45%	-$205K	﹤0.01%	1107
2026 Q1	$455K	Buy	5,890 +628	+12%	+$48.9K	0.01%	840
2025 Q4	$410K	Buy	5,262 +62	+1%	+$4.85K	﹤0.01%	910
2025 Q3	$404K	Buy	5,200 +983	+23%	+$76.1K	0.01%	805
2025 Q2	$326K	Buy	4,217 +67	+2%	+$5.1K	0.01%	807
2025 Q1	$318K	Sell	4,150 -375	-8%	-$28.3K	0.01%	761
2024 Q4	$338K	Sell	4,525 -1,428	-24%	-$109K	0.01%	729
2024 Q3	$467K	Buy	+5,953	New	+$459K	0.01%	633

Other funds holding BIV

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

NewEdge Wealth's BIV Position: Q2 2026 in Review

NewEdge Wealth reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 45% in Q2 2026, selling an estimated $205K and leaving 3,215 shares worth $247K. The position accounts for ﹤0.01% of the portfolio, ranked #1107.

NewEdge Wealth first reported a position in BIV in Q3 2024 and has held it in 8 quarters since. The position peaked at $467K in Q3 2024. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

NewEdge Wealth held 3,215 shares of Vanguard Intermediate-Term Bond ETF worth $247K as of Q2 2026.
NewEdge Wealth sold 2,675 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $205K.
Vanguard Intermediate-Term Bond ETF made up ﹤0.01% of NewEdge Wealth's portfolio in Q2 2026, its #1107 holding.
NewEdge Wealth first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2024 and has held it in 8 quarters since.
NewEdge Wealth's Vanguard Intermediate-Term Bond ETF position peaked at $467K in Q3 2024.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.