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Plante Moran Financial Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Plante Moran Financial 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 		$15.4K Buy
+201
New +$15.4K ﹤0.01% 502
2025
Q4 		– Sell
-494
Closed -$38.6K – 824
2025
Q3 		$38.6K Hold
494
– – ﹤0.01% 375
2025
Q2 		$38.2K Buy
+494
New +$37.6K ﹤0.01% 378
2025
Q1 		– Sell
-19
Closed -$1.42K – 806
2024
Q4 		$1.42K Buy
+19
New +$1.45K ﹤0.01% 802
2024
Q1 		– Sell
-54
Closed -$4.13K – 854
2023
Q4 		$4.13K Hold
54
– – ﹤0.01% 662
2023
Q3 		$3.9K Sell
54
-51
-49% -$3.77K ﹤0.01% 629
2023
Q2 		$7.9K Sell
105
-238
-69% -$18.1K ﹤0.01% 578
2023
Q1 		$26.3K Sell
343
-3,377
-91% -$256K ﹤0.01% 396
2022
Q4 		$276K Buy
3,720
+3,655
+5,623% +$271K 0.04% 125
2022
Q3 		$5K Hold
65
– – ﹤0.01% 687
2022
Q2 		$5K Hold
65
– – ﹤0.01% 705
2022
Q1 		$5K Hold
65
– – ﹤0.01% 673
2021
Q4 		$6K Hold
65
– – ﹤0.01% 775
2021
Q3 		$6K Hold
65
– – ﹤0.01% 754
2021
Q2 		$6K Hold
65
– – ﹤0.01% 747
2021
Q1 		$6K Buy
+65
New +$5.9K ﹤0.01% 737
2019
Q2 		– Sell
-444
Closed -$37K – 776
2019
Q1 		$37K Buy
444
+2
+0.5% +$165 0.01% 390
2018
Q4 		$36K Buy
442
+2
+0.5% +$160 0.01% 348
2018
Q3 		$35K Buy
+440
New +$35.6K 0.01% 360
2018
Q2 		– Sell
-120
Closed -$10K – 824
2018
Q1 		$10K Buy
+120
New +$9.85K 0.01% 598
2016
Q1 		– Sell
-379
Closed -$31K – 866
2015
Q4 		$31K Buy
+379
New +$31.9K 0.02% 381

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Plante Moran Financial Advisors's BIV Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2026: 201 shares worth $15.4K. The stake represents ﹤0.01% of the portfolio and ranks #502 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in BIV as recently as Q3 2025.

Plante Moran Financial Advisors first reported a position in BIV in Q4 2015 and has held it in 21 quarters since. The position peaked at $276K in Q4 2022. 698 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Plante Moran Financial Advisors held 201 shares of Vanguard Intermediate-Term Bond ETF worth $15.4K as of Q2 2026.
  • Vanguard Intermediate-Term Bond ETF was a new Plante Moran Financial Advisors position in Q2 2026.
  • Vanguard Intermediate-Term Bond ETF made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #502 holding.
  • Plante Moran Financial Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2015 and has held it in 21 quarters since.
  • Plante Moran Financial Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $276K in Q4 2022.
  • 698 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.