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

Operose 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
Q2 		$684K Buy
+8,913
New +$684K 0.13% 83
2025
Q4 		– Sell
-1,445
Closed -$113K – 474
2025
Q3 		$113K Buy
+1,445
New +$112K 0.03% 187

Other funds holding BIV

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $187B AUM 21.7% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baird Financial Group
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Operose Advisors's BIV Position: Q2 2026 in Review

Operose Advisors opened a new position in Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2026: 8,913 shares worth $684K. The stake represents 0.13% of the portfolio and ranks #83 among its holdings. This is a return to the name: Operose Advisors previously reported a position in BIV as recently as Q3 2025.

Operose Advisors first reported a position in BIV in Q3 2025 and has held it in 2 quarters since. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Operose Advisors held 8,913 shares of Vanguard Intermediate-Term Bond ETF worth $684K as of Q2 2026.
  • Vanguard Intermediate-Term Bond ETF was a new Operose Advisors position in Q2 2026.
  • Vanguard Intermediate-Term Bond ETF made up 0.13% of Operose Advisors's portfolio in Q2 2026, its #83 holding.
  • Operose Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2025 and has held it in 2 quarters since.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.