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Prosperity Capital Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Prosperity Capital Advisors’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 		$9.85M Buy
128,464
+29,884
+30% +$2.29M 0.49% 40
2026
Q1 		$7.61M Buy
98,580
+19,513
+25% +$1.52M 0.43% 43
2025
Q4 		$6.16M Buy
79,067
+5,649
+8% +$442K 0.37% 56
2025
Q3 		$5.73M Buy
73,418
+6,815
+10% +$528K 0.33% 63
2025
Q2 		$5.15M Buy
66,603
+2,834
+4% +$216K 0.34% 58
2025
Q1 		$4.88M Sell
63,769
-632
-1% -$47.7K 0.39% 49
2024
Q4 		$4.81M Buy
64,401
+3,706
+6% +$282K 0.39% 49
2024
Q3 		$4.76M Buy
60,695
+15,118
+33% +$1.17M 0.4% 49
2024
Q2 		$3.41M Buy
45,577
+8,935
+24% +$664K 0.38% 47
2024
Q1 		$2.76M Sell
36,642
-23,617
-39% -$1.78M 0.33% 53
2023
Q4 		$4.6M Buy
60,259
+9,441
+19% +$691K 0.5% 31
2023
Q3 		$3.67M Buy
50,818
+8,243
+19% +$610K 0.49% 32
2023
Q2 		$3.2M Sell
42,575
-3,430
-7% -$261K 0.45% 35
2023
Q1 		$3.53M Buy
46,005
+16,163
+54% +$1.22M 0.55% 34
2022
Q4 		$2.22M Buy
+29,842
New +$2.21M 0.68% 24

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

Prosperity Capital Advisors's BIV Position: Q2 2026 in Review

Prosperity Capital Advisors increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 30% in Q2 2026, buying an estimated $2.29M and bringing the position to 128,464 shares worth $9.85M. The position accounts for 0.49% of the portfolio, ranked #40.

Prosperity Capital Advisors first reported a position in BIV in Q4 2022 and has held it in 15 quarters since. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Prosperity Capital Advisors held 128,464 shares of Vanguard Intermediate-Term Bond ETF worth $9.85M as of Q2 2026.
  • Prosperity Capital Advisors bought 29,884 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $2.29M.
  • Vanguard Intermediate-Term Bond ETF made up 0.49% of Prosperity Capital Advisors's portfolio in Q2 2026, its #40 holding.
  • Prosperity Capital Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Prosperity Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.