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PlanVest Financial’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

PlanVest Financial’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 		$531K Buy
6,919
+448
+7% +$34.4K 0.35% 53
2026
Q1 		$499K Buy
+6,471
New +$504K 0.38% 46

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 $1.37T AUM 24.88% 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

PlanVest Financial's BIV Position: Q2 2026 in Review

PlanVest Financial increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 6.9% in Q2 2026, buying an estimated $34.4K and bringing the position to 6,919 shares worth $531K. The position accounts for 0.35% of the portfolio, ranked #53.

PlanVest Financial first reported a position in BIV in Q1 2026 and has held it in 2 quarters since. 988 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • PlanVest Financial held 6,919 shares of Vanguard Intermediate-Term Bond ETF worth $531K as of Q2 2026.
  • PlanVest Financial bought 448 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $34.4K.
  • Vanguard Intermediate-Term Bond ETF made up 0.35% of PlanVest Financial's portfolio in Q2 2026, its #53 holding.
  • PlanVest Financial first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 988 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.