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Prestige Wealth Management Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Prestige Wealth Management Group’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 		$723K Buy
9,421
+3,596
+62% +$276K 0.13% 86
2026
Q1 		$450K Sell
5,825
-2,637
-31% -$205K 0.09% 108
2025
Q4 		$659K Buy
8,462
+4,699
+125% +$367K 0.13% 87
2025
Q3 		$294K Buy
3,763
+1,043
+38% +$80.7K 0.06% 150
2025
Q2 		$210K Buy
2,720
+57
+2% +$4.34K 0.04% 165
2025
Q1 		$204K Sell
2,663
-416
-14% -$31.4K 0.04% 153
2024
Q4 		$230K Buy
3,079
+2,548
+480% +$194K 0.05% 152
2024
Q3 		$41.6K Sell
531
-941
-64% -$72.5K 0.01% 265
2024
Q2 		$110K Sell
1,472
-16
-1% -$1.19K 0.02% 169
2024
Q1 		$112K Buy
1,488
+404
+37% +$30.5K 0.02% 192
2023
Q4 		$82.8K Buy
1,084
+291
+37% +$21.3K 0.02% 204
2023
Q3 		$57.3K Sell
793
-1,451
-65% -$107K 0.01% 229
2023
Q2 		$169K Buy
2,244
+1,363
+155% +$104K 0.04% 161
2023
Q1 		$67.6K Buy
+881
New +$66.7K 0.02% 218

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 $1.55T AUM 33.47% 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

Prestige Wealth Management Group's BIV Position: Q2 2026 in Review

Prestige Wealth Management Group increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 62% in Q2 2026, buying an estimated $276K and bringing the position to 9,421 shares worth $723K. The position accounts for 0.13% of the portfolio, ranked #86.

Prestige Wealth Management Group first reported a position in BIV in Q1 2023 and has held it in 14 quarters since. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Prestige Wealth Management Group held 9,421 shares of Vanguard Intermediate-Term Bond ETF worth $723K as of Q2 2026.
  • Prestige Wealth Management Group bought 3,596 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $276K.
  • Vanguard Intermediate-Term Bond ETF made up 0.13% of Prestige Wealth Management Group's portfolio in Q2 2026, its #86 holding.
  • Prestige Wealth Management Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.