Savvy Advisors Inc’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Savvy Advisors Inc’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 Q1	$4.79M	Buy	62,043 +34,035	+122%	+$2.65M	0.13%	125
2025 Q4	$2.18M	Buy	28,008 +947	+3%	+$74.1K	0.07%	207
2025 Q3	$2.11M	Sell	27,061 -719	-3%	-$55.7K	0.1%	148
2025 Q2	$2.15M	Sell	27,780 -17,428	-39%	-$1.33M	0.14%	109
2025 Q1	$3.46M	Buy	45,208 +18,806	+71%	+$1.42M	0.35%	57
2024 Q4	$1.97M	Buy	26,402 +1,941	+8%	+$148K	0.24%	72
2024 Q3	$1.92M	Buy	24,461 +7,752	+46%	+$598K	0.39%	55
2024 Q2	$1.25M	Buy	+16,709	New	+$1.24M	0.41%	55

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 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

Savvy Advisors Inc's BIV Position: Q1 2026 in Review

Savvy Advisors Inc increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 122% in Q1 2026, buying an estimated $2.65M and bringing the position to 62,043 shares worth $4.79M. The position accounts for 0.13% of the portfolio, ranked #125.

Savvy Advisors Inc first reported a position in BIV in Q2 2024 and has held it in 8 quarters since. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

Savvy Advisors Inc held 62,043 shares of Vanguard Intermediate-Term Bond ETF worth $4.79M as of Q1 2026.
Savvy Advisors Inc bought 34,035 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $2.65M.
Vanguard Intermediate-Term Bond ETF made up 0.13% of Savvy Advisors Inc's portfolio in Q1 2026, its #125 holding.
Savvy Advisors Inc first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2024 and has held it in 8 quarters since.
1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.