O'Shaughnessy Asset Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

O'Shaughnessy Asset Management’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	$24K	Sell	313 -123	-28%	-$9.44K	﹤0.01%	2361
2026 Q1	$33.6K	Buy	436 +64	+17%	+$4.98K	﹤0.01%	2285
2025 Q4	$29K	Hold	372	–	–	﹤0.01%	2301
2025 Q3	$29K	Buy	372 +369	+12,300%	+$28.6K	﹤0.01%	2243
2025 Q2	$232	Sell	3 -53	-95%	-$4.04K	﹤0.01%	2322
2025 Q1	$4.29K	Buy	+56	New	+$4.22K	﹤0.01%	2184
2024 Q3	–	Sell	-1	Closed	-$75	–	2129
2024 Q2	$75	Sell	1 -7	-88%	-$520	﹤0.01%	1951
2024 Q1	$592	Buy	+8	New	+$603	﹤0.01%	1837

Other funds holding BIV

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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 New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

O'Shaughnessy Asset Management's BIV Position: Q2 2026 in Review

O'Shaughnessy Asset Management reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 28% in Q2 2026, selling an estimated $9.44K and leaving 313 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #2361.

O'Shaughnessy Asset Management first reported a position in BIV in Q1 2024 and has held it in 8 quarters since. The position peaked at $33.6K in Q1 2026. 1,024 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

O'Shaughnessy Asset Management held 313 shares of Vanguard Intermediate-Term Bond ETF worth $24K as of Q2 2026.
O'Shaughnessy Asset Management sold 123 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $9.44K.
Vanguard Intermediate-Term Bond ETF made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #2361 holding.
O'Shaughnessy Asset Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2024 and has held it in 8 quarters since.
O'Shaughnessy Asset Management's Vanguard Intermediate-Term Bond ETF position peaked at $33.6K in Q1 2026.
1,024 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.