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Scott Capital Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Scott Capital Advisors’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 		$51.9M Buy
677,229
+36,243
+6% +$2.78M 8.14% 3
2026
Q1 		$49.5M Buy
640,986
+86,224
+16% +$6.71M 10.03% 3
2025
Q4 		$43.2M Buy
554,762
+26,425
+5% +$2.07M 9.57% 3
2025
Q3 		$41.2M Buy
528,337
+203,707
+63% +$15.8M 9.33% 3
2025
Q2 		$24.9M Buy
324,630
+7,271
+2% +$554K 6.75% 6
2025
Q1 		$24.3M Buy
317,359
+6,327
+2% +$477K 7.25% 5
2024
Q4 		$22.9M Buy
311,032
+13,640
+5% +$1.04M 6.6% 6
2024
Q3 		$23.3M Buy
297,392
+7,542
+3% +$581K 6.61% 6
2024
Q2 		$21.8M Sell
289,850
-25,625
-8% -$1.9M 6.44% 6
2024
Q1 		$23.5M Buy
315,475
+34,457
+12% +$2.6M 7.16% 6
2023
Q4 		$21.5M Sell
281,018
-6,218
-2% -$455K 7.2% 5
2023
Q3 		$20.6M Buy
287,236
+54,136
+23% +$4M 8.21% 5
2023
Q2 		$17.5M Buy
233,100
+37,211
+19% +$2.83M 7.54% 5
2023
Q1 		$15M Buy
195,889
+133,920
+216% +$10.1M 7.24% 5
2022
Q4 		$4.61M Buy
+61,969
New +$4.59M 2.61% 10

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
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
FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return

Scott Capital Advisors's BIV Position: Q2 2026 in Review

Scott Capital Advisors increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 5.7% in Q2 2026, buying an estimated $2.78M and bringing the position to 677,229 shares worth $51.9M. The position accounts for 8.14% of the portfolio, ranked #3.

Scott Capital Advisors first reported a position in BIV in Q4 2022 and has held it in 15 quarters since. 347 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Scott Capital Advisors held 677,229 shares of Vanguard Intermediate-Term Bond ETF worth $51.9M as of Q2 2026.
  • Scott Capital Advisors bought 36,243 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $2.78M.
  • Vanguard Intermediate-Term Bond ETF made up 8.14% of Scott Capital Advisors's portfolio in Q2 2026, its #3 holding.
  • Scott Capital Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • 347 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Scott Capital Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.