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

Raleigh 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 		$166K Sell
2,164
-130
-6% -$9.98K 0.05% 213
2026
Q1 		$177K Buy
2,294
+132
+6% +$10.3K 0.06% 208
2025
Q4 		$168K Sell
2,162
-15
-0.7% -$1.17K 0.06% 208
2025
Q3 		$170K Sell
2,177
-55
-2% -$4.26K 0.06% 198
2025
Q2 		$173K Sell
2,232
-72
-3% -$5.48K 0.07% 211
2025
Q1 		$176K Buy
2,304
+188
+9% +$14.2K 0.08% 202
2024
Q4 		$158K Sell
2,116
-6
-0.3% -$456 0.06% 217
2024
Q3 		$166K Buy
2,122
+50
+2% +$3.85K 0.06% 216
2024
Q2 		$155K Sell
2,072
-9
-0.4% -$669 0.07% 216
2024
Q1 		$157K Sell
2,081
-71
-3% -$5.35K 0.07% 219
2023
Q4 		$164K Sell
2,152
-124
-5% -$9.08K 0.08% 202
2023
Q3 		$165K Sell
2,276
-54
-2% -$4K 0.08% 186
2023
Q2 		$175K Sell
2,330
-140
-6% -$10.7K 0.09% 189
2023
Q1 		$190K Buy
2,470
+8
+0.3% +$606 0.09% 178
2022
Q4 		$183K Sell
2,462
-131
-5% -$9.71K 0.1% 177
2022
Q3 		$191K Buy
2,593
+28
+1% +$2.17K 0.11% 173
2022
Q2 		$199K Sell
2,565
-599
-19% -$47K 0.11% 179
2022
Q1 		$259K Buy
+3,164
New +$267K 0.14% 157

Other funds holding BIV

RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
B
BetterWealth San Jose, California $565M AUM 23.16% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

Raleigh Capital Management reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 5.7% in Q2 2026, selling an estimated $9.98K and leaving 2,164 shares worth $166K. The position accounts for 0.05% of the portfolio, ranked #213.

Raleigh Capital Management first reported a position in BIV in Q1 2022 and has held it in 18 quarters since. The position peaked at $259K in Q1 2022. 299 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Raleigh Capital Management held 2,164 shares of Vanguard Intermediate-Term Bond ETF worth $166K as of Q2 2026.
  • Raleigh Capital Management sold 130 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $9.98K.
  • Vanguard Intermediate-Term Bond ETF made up 0.05% of Raleigh Capital Management's portfolio in Q2 2026, its #213 holding.
  • Raleigh Capital Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • Raleigh Capital Management's Vanguard Intermediate-Term Bond ETF position peaked at $259K in Q1 2022.
  • 299 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Raleigh Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.