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Orion Portfolio Solutions’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Orion Portfolio Solutions’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
Q1 		$23M Buy
300,112
+56,408
+23% +$4.26M 0.23% 83
2024
Q4 		$18.2M Buy
243,704
+11
+0% +$836 0.18% 109
2024
Q3 		$19.1M Buy
243,693
+11,604
+5% +$895K 0.19% 106
2024
Q2 		$17.4M Buy
232,089
+17,093
+8% +$1.27M 0.18% 111
2024
Q1 		$16.2M Buy
214,996
+10,184
+5% +$768K 0.17% 120
2023
Q4 		$15.5M Sell
204,812
-13,521
-6% -$990K 0.18% 117
2023
Q3 		$15.8M Buy
218,333
+1,975
+0.9% +$146K 0.19% 116
2023
Q2 		$16.3M Buy
216,358
+10,561
+5% +$804K 0.17% 114
2023
Q1 		$15.8M Buy
205,797
+13,264
+7% +$1M 0.19% 104
2022
Q4 		$14.3M Buy
192,533
+8,508
+5% +$630K 0.5% 33
2022
Q3 		$13.5M Sell
184,025
-9,844
-5% -$762K 0.54% 26
2022
Q2 		$15.1M Sell
193,869
-7,164
-4% -$562K 0.6% 25
2022
Q1 		$16.5M Buy
201,033
+13,419
+7% +$1.13M 0.58% 23
2021
Q4 		$16.4M Buy
187,614
+4,065
+2% +$361K 0.55% 24
2021
Q3 		$16.4M Buy
183,549
+13,115
+8% +$1.19M 0.6% 24
2021
Q2 		$15.3M Buy
170,434
+11,262
+7% +$1.01M 0.6% 24
2021
Q1 		$14.1M Buy
159,172
+16,320
+11% +$1.48M 0.61% 25
2020
Q4 		$13.3M Buy
142,852
+5,959
+4% +$555K 0.62% 29
2020
Q3 		$12.8M Buy
136,893
+4,455
+3% +$417K 0.66% 25
2020
Q2 		$12.3M Buy
132,438
+13,596
+11% +$1.24M 0.67% 27
2020
Q1 		$10.6M Buy
118,842
+11,965
+11% +$1.06M 0.73% 19
2019
Q4 		$9.32M Buy
+106,877
New +$9.36M 0.73% 31

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

Orion Portfolio Solutions's BIV Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 23% in Q1 2025, buying an estimated $4.26M and bringing the position to 300,112 shares worth $23M. The position accounts for 0.23% of the portfolio, ranked #83.

Orion Portfolio Solutions first reported a position in BIV in Q4 2019 and has held it in 22 quarters since. 923 funds tracked by Wall St. Rank hold BIV as of Q1 2025.

  • Orion Portfolio Solutions held 300,112 shares of Vanguard Intermediate-Term Bond ETF worth $23M as of Q1 2025.
  • Orion Portfolio Solutions bought 56,408 Vanguard Intermediate-Term Bond ETF shares in Q1 2025, an estimated $4.26M.
  • Vanguard Intermediate-Term Bond ETF made up 0.23% of Orion Portfolio Solutions's portfolio in Q1 2025, its #83 holding.
  • Orion Portfolio Solutions first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2019 and has held it in 22 quarters since.
  • 923 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.