Oak Hill Wealth Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Oak Hill Wealth 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
2025 Q3	$4.95M	Buy	63,392 +3,068	+5%	+$238K	0.93%	23
2025 Q2	$4.61M	Buy	60,324 +4,990	+9%	+$380K	0.96%	23
2025 Q1	$4.24M	Buy	55,334 +5,468	+11%	+$413K	0.98%	23
2024 Q4	$3.73M	Buy	+49,866	New	+$3.79M	0.89%	23
2024 Q3	–	Sell	-3,085	Closed	-$238K	–	133
2024 Q2	$231K	Buy	+3,085	New	+$229K	0.07%	101

Other funds holding BIV

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Oak Hill Wealth Advisors's BIV Position: Q3 2025 in Review

Oak Hill Wealth Advisors increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 5.1% in Q3 2025, buying an estimated $238K and bringing the position to 63,392 shares worth $4.95M. The position accounts for 0.93% of the portfolio, ranked #23.

Oak Hill Wealth Advisors first reported a position in BIV in Q2 2024 and has held it in 5 quarters since. 924 funds tracked by Wall St. Rank hold BIV as of Q3 2025.

Oak Hill Wealth Advisors held 63,392 shares of Vanguard Intermediate-Term Bond ETF worth $4.95M as of Q3 2025.
Oak Hill Wealth Advisors bought 3,068 Vanguard Intermediate-Term Bond ETF shares in Q3 2025, an estimated $238K.
Vanguard Intermediate-Term Bond ETF made up 0.93% of Oak Hill Wealth Advisors's portfolio in Q3 2025, its #23 holding.
Oak Hill Wealth Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2024 and has held it in 5 quarters since.
924 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2025.

Based on Oak Hill Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.