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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
2024
Q4 		– Sell
-46,054
Closed -$3.61M – 151
2024
Q3 		$3.61M Buy
+46,054
New +$3.55M 0.89% 24

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 $374B AUM 17.66% 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
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
LPL Financial
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
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Ameriprise
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.