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Prospera Capital Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Prospera Capital Management’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 		$779K Buy
10,184
+1,073
+12% +$82.4K 0.24% 28
2026
Q1 		$701K Buy
9,111
+61
+0.7% +$4.75K 0.35% 25
2025
Q4 		$705K Buy
9,050
+123
+1% +$9.62K 0.36% 23
2025
Q3 		$695K Buy
8,927
+91
+1% +$7.04K 0.34% 24
2025
Q2 		$681K Buy
8,836
+371
+4% +$28.3K 0.38% 22
2025
Q1 		$646K Buy
+8,465
New +$639K 0.42% 18

Other funds holding BIV

TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 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
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
BA
BCM Advisors Lafayette, Louisiana $514M AUM 20.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Prospera Capital Management's BIV Position: Q2 2026 in Review

Prospera Capital Management increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 12% in Q2 2026, buying an estimated $82.4K and bringing the position to 10,184 shares worth $779K. The position accounts for 0.24% of the portfolio, ranked #28.

Prospera Capital Management first reported a position in BIV in Q1 2025 and has held it in 6 quarters since. 508 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Prospera Capital Management held 10,184 shares of Vanguard Intermediate-Term Bond ETF worth $779K as of Q2 2026.
  • Prospera Capital Management bought 1,073 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $82.4K.
  • Vanguard Intermediate-Term Bond ETF made up 0.24% of Prospera Capital Management's portfolio in Q2 2026, its #28 holding.
  • Prospera Capital Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • 508 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Prospera Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.