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Spring Capital Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Spring Capital Management’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 		$1.3M Buy
17,006
+169
+1% +$13K 0.64% 32
2026
Q1 		$1.3M Buy
16,837
+104
+0.6% +$8.1K 0.66% 32
2025
Q4 		$1.3M Buy
16,733
+209
+1% +$16.3K 0.66% 32
2025
Q3 		$1.29M Buy
16,524
+154
+0.9% +$11.9K 0.63% 31
2025
Q2 		$1.27M Buy
16,370
+152
+0.9% +$11.6K 0.67% 31
2025
Q1 		$1.24M Buy
+16,218
New +$1.22M 0.68% 29

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
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
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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Spring Capital Management's BIV Position: Q2 2026 in Review

Spring Capital Management increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 1% in Q2 2026, buying an estimated $13K and bringing the position to 17,006 shares worth $1.3M. The position accounts for 0.64% of the portfolio, ranked #32.

Spring Capital Management first reported a position in BIV in Q1 2025 and has held it in 6 quarters since. 313 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Spring Capital Management held 17,006 shares of Vanguard Intermediate-Term Bond ETF worth $1.3M as of Q2 2026.
  • Spring Capital Management bought 169 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $13K.
  • Vanguard Intermediate-Term Bond ETF made up 0.64% of Spring Capital Management's portfolio in Q2 2026, its #32 holding.
  • Spring Capital Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • 313 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Spring Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.