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 Q2	$4.9M	Buy	63,866 +1,823	+3%	+$140K	0.1%	159
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 $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Savvy Advisors Inc's BIV Position: Q2 2026 in Review

Savvy Advisors Inc increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 2.9% in Q2 2026, buying an estimated $140K and bringing the position to 63,866 shares worth $4.9M. The position accounts for 0.1% of the portfolio, ranked #159.

Savvy Advisors Inc first reported a position in BIV in Q2 2024 and has held it in 9 quarters since. 1,020 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Savvy Advisors Inc held 63,866 shares of Vanguard Intermediate-Term Bond ETF worth $4.9M as of Q2 2026.
Savvy Advisors Inc bought 1,823 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $140K.
Vanguard Intermediate-Term Bond ETF made up 0.1% of Savvy Advisors Inc's portfolio in Q2 2026, its #159 holding.
Savvy Advisors Inc first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2024 and has held it in 9 quarters since.
1,020 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.