Private Advisor Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Private Advisor 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 Q1	$59.5M	Buy	770,358 +128,832	+20%	+$10M	0.28%	69
2025 Q4	$50M	Buy	641,526 +214,158	+50%	+$16.7M	0.24%	87
2025 Q3	$33.4M	Buy	427,368 +64,243	+18%	+$4.97M	0.16%	133
2025 Q2	$28.1M	Buy	363,125 +17,631	+5%	+$1.34M	0.15%	137
2025 Q1	$26.5M	Sell	345,494 -25,052	-7%	-$1.89M	0.16%	133
2024 Q4	$27.7M	Buy	370,546 +63,652	+21%	+$4.84M	0.16%	120
2024 Q3	$24.1M	Buy	306,894 +23,438	+8%	+$1.81M	0.15%	136
2024 Q2	$21.2M	Buy	283,456 +44,397	+19%	+$3.3M	0.14%	136
2024 Q1	$18M	Buy	239,059 +33,330	+16%	+$2.51M	0.13%	153
2023 Q4	$15.7M	Buy	205,729 +26,033	+14%	+$1.91M	0.12%	159
2023 Q3	$13M	Sell	179,696 -11,941	-6%	-$883K	0.12%	167
2023 Q2	$14.4M	Buy	191,637 +56,279	+42%	+$4.29M	0.13%	162
2023 Q1	$10.4M	Sell	135,358 -1,870	-1%	-$142K	0.1%	206
2022 Q4	$3.12M	Sell	137,228 -13,752	-9%	-$1.02M	0.16%	142
2022 Q3	$11.1M	Sell	150,980 -15,939	-10%	-$1.23M	0.13%	174
2022 Q2	$13M	Sell	166,919 -315,631	-65%	-$24.7M	0.12%	178
2022 Q1	$39.5M	Sell	482,550 -25,907	-5%	-$2.19M	0.3%	65
2021 Q4	$44.6M	Sell	508,457 -455,263	-47%	-$40.4M	0.33%	58
2021 Q3	$86.2M	Buy	963,720 +386,567	+67%	+$35M	0.55%	26
2021 Q2	$51.9M	Sell	577,153 -28,038	-5%	-$2.5M	0.45%	39
2021 Q1	$53.7M	Buy	605,191 +46,107	+8%	+$4.19M	0.51%	35
2020 Q4	$51.9M	Buy	559,084 +217,640	+64%	+$20.3M	0.54%	32
2020 Q3	$31.9M	Buy	341,444 +9,266	+3%	+$868K	0.41%	47
2020 Q2	$31M	Buy	332,178 +28,724	+9%	+$2.63M	0.43%	42
2020 Q1	$27.1M	Sell	303,454 -140,062	-32%	-$12.4M	0.5%	32
2019 Q4	$38.7M	Buy	443,516 +93,121	+27%	+$8.15M	0.6%	24
2019 Q3	$30.8M	Buy	350,395 +65,884	+23%	+$5.76M	0.48%	33
2019 Q2	$24.5M	Sell	284,511 -8,861	-3%	-$749K	0.44%	35
2019 Q1	$24.5M	Buy	293,372 +29,265	+11%	+$2.41M	0.48%	33
2018 Q4	$21.5M	Sell	264,107 -25,888	-9%	-$2.07M	0.52%	29
2018 Q3	$23.3M	Buy	289,995 +251,468	+653%	+$20.3M	0.48%	35
2018 Q2	$3.11M	Sell	38,527 -42,814	-53%	-$3.46M	0.05%	181
2018 Q1	$6.65M	Buy	81,341 +61,390	+308%	+$5.04M	0.26%	90
2017 Q4	$1.58M	Sell	19,951 -41,322	-67%	-$3.48M	0.07%	302
2017 Q3	$5.18M	Buy	61,273 +7,786	+15%	+$661K	0.13%	168
2017 Q2	$4.5M	Buy	53,487 +2,780	+5%	+$235K	0.12%	174
2017 Q1	$4.25M	Buy	50,707 +3,955	+8%	+$329K	0.12%	185
2016 Q4	$3.9M	Buy	46,752 +2,987	+7%	+$254K	0.13%	166
2016 Q3	$3.81M	Sell	43,765 -29,784	-40%	-$2.61M	0.16%	138
2016 Q2	$6.51M	Buy	73,549 +42,499	+137%	+$3.67M	0.26%	91
2016 Q1	$2.68M	Sell	31,050 -1,936	-6%	-$164K	0.13%	167
2015 Q4	$2.74M	Buy	32,986 +22,656	+219%	+$1.91M	0.13%	172
2015 Q3	$876K	Sell	10,330 -212	-2%	-$17.8K	0.05%	393
2015 Q2	$887K	Buy	10,542 +1,571	+18%	+$134K	0.04%	411
2015 Q1	$773K	Buy	8,971 +5,967	+199%	+$512K	0.04%	430
2014 Q4	$254K	Buy	3,004 +559	+23%	+$47.5K	0.02%	776
2014 Q3	$206K	Sell	2,445 -347	-12%	-$29.3K	0.01%	840
2014 Q2	$236K	Buy	+2,792	New	+$235K	0.02%	734
2014 Q1	–	Sell	-2,460	Closed	-$201K	–	799
2013 Q4	$201K	Buy	+2,460	New	+$205K	0.02%	659

Other funds holding BIV

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Private Advisor Group's BIV Position: Q1 2026 in Review

Private Advisor Group increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 20% in Q1 2026, buying an estimated $10M and bringing the position to 770,358 shares worth $59.5M. The position accounts for 0.28% of the portfolio, ranked #69.

Private Advisor Group first reported a position in BIV in Q4 2013 and has held it in 49 quarters since. The position peaked at $86.2M in Q3 2021. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

Private Advisor Group held 770,358 shares of Vanguard Intermediate-Term Bond ETF worth $59.5M as of Q1 2026.
Private Advisor Group bought 128,832 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $10M.
Vanguard Intermediate-Term Bond ETF made up 0.28% of Private Advisor Group's portfolio in Q1 2026, its #69 holding.
Private Advisor Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2013 and has held it in 49 quarters since.
Private Advisor Group's Vanguard Intermediate-Term Bond ETF position peaked at $86.2M in Q3 2021.
1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.