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 Q3	$890K	Buy	12,257 +2,073	+20%	+$156K	0.22%	28
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%	+$9.6K	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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return

True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

United Capital Financial Advisors Irving, Texas $18.4B AUM 17.63% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Lincoln National Corp Radnor, Pennsylvania $3.68B AUM 7.84% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Prospera Capital Management's BIV Position: Q3 2026 in Review

Prospera Capital Management increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 20% in Q3 2026, buying an estimated $156K and bringing the position to 12,257 shares worth $890K. The position accounts for 0.22% of the portfolio, ranked #28.

Prospera Capital Management first reported a position in BIV in Q1 2025 and has held it in 7 quarters since. 870 funds tracked by Wall St. Rank hold BIV as of Q3 2026.

Prospera Capital Management held 12,257 shares of Vanguard Intermediate-Term Bond ETF worth $890K as of Q3 2026.
Prospera Capital Management bought 2,073 Vanguard Intermediate-Term Bond ETF shares in Q3 2026, an estimated $156K.
Vanguard Intermediate-Term Bond ETF made up 0.22% of Prospera Capital Management's portfolio in Q3 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 7 quarters since.
870 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2026.

Based on Prospera Capital Management's 13F filing for Q3 2026, filed 13 Oct 2026.