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Poplar Forest Capital’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Poplar Forest Capital’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 		$903K Hold
11,794
– – 0.16% 42
2024
Q4 		$881K Sell
11,794
-2,363
-17% -$180K 0.16% 40
2024
Q3 		$1.11M Buy
14,157
+80
+0.6% +$6.17K 0.15% 37
2024
Q2 		$1.05M Hold
14,077
– – 0.15% 37
2024
Q1 		$1.06M Buy
14,077
+237
+2% +$17.9K 0.14% 39
2023
Q4 		$1.06M Sell
13,840
-524
-4% -$38.4K 0.15% 38
2023
Q3 		$1.04M Sell
14,364
-335
-2% -$24.8K 0.12% 38
2023
Q2 		$1.11M Buy
14,699
+378
+3% +$28.8K 0.14% 39
2023
Q1 		$1.1M Buy
14,321
+3,704
+35% +$281K 0.13% 41
2022
Q4 		$789K Buy
10,617
+1,985
+23% +$147K 0.1% 41
2022
Q3 		$634K Buy
8,632
+420
+5% +$32.5K 0.08% 42
2022
Q2 		$638K Hold
8,212
– – 0.07% 43
2022
Q1 		$673K Hold
8,212
– – 0.07% 46
2021
Q4 		$720K Hold
8,212
– – 0.08% 45
2021
Q3 		$734K Buy
8,212
+610
+8% +$55.2K 0.08% 40
2021
Q2 		$684K Sell
7,602
-2,410
-24% -$215K 0.07% 42
2021
Q1 		$888K Buy
10,012
+142
+1% +$12.9K 0.09% 40
2020
Q4 		$916K Buy
9,870
+481
+5% +$44.8K 0.11% 39
2020
Q3 		$878K Buy
9,389
+160
+2% +$15K 0.11% 40
2020
Q2 		$860K Hold
9,229
– – 0.1% 42
2020
Q1 		$824K Sell
9,229
-70
-0.8% -$6.21K 0.11% 46
2019
Q4 		$811K Buy
9,299
+2,480
+36% +$217K 0.07% 43
2019
Q3 		$600K Hold
6,819
– – 0.05% 44
2019
Q2 		$590K Buy
+6,819
New +$576K 0.04% 47

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return

Poplar Forest Capital's BIV Position: Q1 2025 in Review

Poplar Forest Capital held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q1 2025 at 11,794 shares worth $903K. The position accounts for 0.16% of the portfolio, ranked #42.

Poplar Forest Capital first reported a position in BIV in Q2 2019 and has held it in 24 quarters since. The position peaked at $1.11M in Q3 2024. 921 funds tracked by Wall St. Rank hold BIV as of Q1 2025.

  • Poplar Forest Capital held 11,794 shares of Vanguard Intermediate-Term Bond ETF worth $903K as of Q1 2025.
  • Poplar Forest Capital left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q1 2025.
  • Vanguard Intermediate-Term Bond ETF made up 0.16% of Poplar Forest Capital's portfolio in Q1 2025, its #42 holding.
  • Poplar Forest Capital first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2019 and has held it in 24 quarters since.
  • Poplar Forest Capital's Vanguard Intermediate-Term Bond ETF position peaked at $1.11M in Q3 2024.
  • 921 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2025.

Based on Poplar Forest Capital's 13F filing for Q1 2025, filed 6 May 2025.