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NorthAvenue LLC’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

NorthAvenue LLC’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 		$384 Buy
+5
New +$384 ﹤0.01% 279

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DWS
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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
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

NorthAvenue LLC's BIV Position: Q2 2026 in Review

NorthAvenue LLC opened a new position in Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2026: 5 shares worth $384. The stake represents ﹤0.01% of the portfolio and ranks #279 among its holdings.

249 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • NorthAvenue LLC held 5 shares of Vanguard Intermediate-Term Bond ETF worth $384 as of Q2 2026.
  • Vanguard Intermediate-Term Bond ETF was a new NorthAvenue LLC position in Q2 2026.
  • Vanguard Intermediate-Term Bond ETF made up ﹤0.01% of NorthAvenue LLC's portfolio in Q2 2026, its #279 holding.
  • 249 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on NorthAvenue LLC's 13F filing for Q2 2026, filed 21 Jul 2026.