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RFG Advisory’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

RFG Advisory’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 		$1.13M Buy
14,793
+527
+4% +$40.5K 0.02% 534
2026
Q1 		$1.1M Buy
14,266
+2,306
+19% +$180K 0.02% 516
2025
Q4 		$931K Buy
11,960
+5,245
+78% +$410K 0.02% 534
2025
Q3 		$524K Sell
6,715
-1,063
-14% -$82.3K 0.01% 658
2025
Q2 		$602K Buy
7,778
+1,245
+19% +$94.8K 0.01% 564
2025
Q1 		$500K Buy
6,533
+26
+0.4% +$1.96K 0.01% 569
2024
Q4 		$486K Sell
6,507
-582
-8% -$44.2K 0.01% 530
2024
Q3 		$556K Sell
7,089
-5,544
-44% -$427K 0.02% 488
2024
Q2 		$946K Sell
12,633
-167
-1% -$12.4K 0.03% 356
2024
Q1 		$965K Buy
12,800
+3,310
+35% +$249K 0.03% 364
2023
Q4 		$725K Sell
9,490
-186
-2% -$13.6K 0.03% 371
2023
Q3 		$700K Sell
9,676
-377
-4% -$27.9K 0.03% 344
2023
Q2 		$756K Buy
10,053
+3,427
+52% +$261K 0.03% 347
2023
Q1 		$509K Sell
6,626
-116
-2% -$8.79K 0.02% 411
2022
Q4 		$516K Sell
6,742
-3,082
-31% -$228K 0.03% 396
2022
Q3 		$712K Buy
9,824
+3,493
+55% +$270K 0.04% 307
2022
Q2 		$499K Buy
6,331
+64
+1% +$5.02K 0.03% 357
2022
Q1 		$513K Buy
6,267
+393
+7% +$33.2K 0.03% 315
2021
Q4 		$515K Buy
5,874
+156
+3% +$13.8K 0.04% 298
2021
Q3 		$511K Sell
5,718
-732
-11% -$66.3K 0.04% 270
2021
Q2 		$580K Buy
6,450
+1,660
+35% +$148K 0.05% 247
2021
Q1 		$425K Buy
4,790
+737
+18% +$66.9K 0.05% 281
2020
Q4 		$373K Buy
4,053
+708
+21% +$65.9K 0.05% 288
2020
Q3 		$313K Sell
3,345
-61
-2% -$5.71K 0.04% 303
2020
Q2 		$317K Buy
3,406
+433
+15% +$39.6K 0.05% 279
2020
Q1 		$266K Buy
+2,973
New +$264K 0.05% 279
2019
Q3 		– Sell
-2,440
Closed -$214K – 337
2019
Q2 		$214K Sell
2,440
-173
-7% -$14.6K 0.05% 293
2019
Q1 		$223K Sell
2,613
-1,300
-33% -$107K 0.06% 240
2018
Q4 		$318K Sell
3,913
-4,849
-55% -$388K 0.08% 190
2018
Q3 		$705K Buy
8,762
+616
+8% +$49.8K 0.18% 115
2018
Q2 		$660K Buy
8,146
+3,500
+75% +$283K 0.2% 84
2018
Q1 		$380K Sell
4,646
-39,052
-89% -$3.2M 0.14% 114
2017
Q4 		$3.66M Buy
43,698
+6,968
+19% +$587K 1.71% 9
2017
Q3 		$3.11M Buy
36,730
+7,671
+26% +$651K 1.92% 8
2017
Q2 		$2.44M Buy
29,059
+14,410
+98% +$1.22M 1.68% 9
2017
Q1 		$1.23M Buy
+14,649
New +$1.22M 0.93% 20

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
SFMG
Sage Financial Management Group Mclean, Virginia $364M AUM 15.61% 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
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $394M AUM 18.41% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

RFG Advisory's BIV Position: Q2 2026 in Review

RFG Advisory increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 3.7% in Q2 2026, buying an estimated $40.5K and bringing the position to 14,793 shares worth $1.13M. The position accounts for 0.02% of the portfolio, ranked #534.

RFG Advisory first reported a position in BIV in Q1 2017 and has held it in 36 quarters since. The position peaked at $3.66M in Q4 2017. 347 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • RFG Advisory held 14,793 shares of Vanguard Intermediate-Term Bond ETF worth $1.13M as of Q2 2026.
  • RFG Advisory bought 527 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $40.5K.
  • Vanguard Intermediate-Term Bond ETF made up 0.02% of RFG Advisory's portfolio in Q2 2026, its #534 holding.
  • RFG Advisory first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2017 and has held it in 36 quarters since.
  • RFG Advisory's Vanguard Intermediate-Term Bond ETF position peaked at $3.66M in Q4 2017.
  • 347 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on RFG Advisory's 13F filing for Q2 2026, filed 15 Jul 2026.