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

SageView Advisory Group’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
2025 Q4	$794K	Buy	10,198 +91	+0.9%	+$7.12K	0.03%	281
2025 Q3	$789K	Buy	10,107 +121	+1%	+$9.37K	0.03%	296
2025 Q2	$766K	Sell	9,986 -6,128	-38%	-$467K	0.03%	281
2025 Q1	$1.23M	Sell	16,114 -22,615	-58%	-$1.71M	0.05%	200
2024 Q4	$2.89M	Sell	38,729 -1,692	-4%	-$129K	0.12%	98
2024 Q3	$3.17M	Buy	+40,421	New	+$3.12M	0.16%	77
2024 Q2	–	Sell	-18,300	Closed	-$1.36M	–	77
2024 Q1	$1.65M	Buy	+18,300	New	+$1.38M	0.08%	136
2023 Q4	–	Sell	-56,298	Closed	-$4.12M	–	73
2023 Q3	$4.07M	Buy	56,298 +615	+1%	+$45.5K	0.23%	66
2023 Q2	$4.19M	Buy	55,683 +453	+0.8%	+$34.5K	0.23%	60
2023 Q1	$4.24M	Buy	55,230 +1,304	+2%	+$98.8K	0.27%	58
2022 Q4	$4.01M	Buy	+53,926	New	+$4M	0.33%	61

Other funds holding BIV

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

SageView Advisory Group's BIV Position: Q4 2025 in Review

SageView Advisory Group increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0.9% in Q4 2025, buying an estimated $7.12K and bringing the position to 10,198 shares worth $794K. The position accounts for 0.03% of the portfolio, ranked #281.

SageView Advisory Group first reported a position in BIV in Q4 2022 and has held it in 11 quarters since. The position peaked at $4.24M in Q1 2023. 977 funds tracked by Wall St. Rank hold BIV as of Q4 2025.

SageView Advisory Group held 10,198 shares of Vanguard Intermediate-Term Bond ETF worth $794K as of Q4 2025.
SageView Advisory Group bought 91 Vanguard Intermediate-Term Bond ETF shares in Q4 2025, an estimated $7.12K.
Vanguard Intermediate-Term Bond ETF made up 0.03% of SageView Advisory Group's portfolio in Q4 2025, its #281 holding.
SageView Advisory Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2022 and has held it in 11 quarters since.
SageView Advisory Group's Vanguard Intermediate-Term Bond ETF position peaked at $4.24M in Q1 2023.
977 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.