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The Family Firm’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

The Family Firm’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
Q2 		– Sell
-2,644
Closed -$202K – 101
2025
Q1 		$202K Buy
+2,644
New +$199K 0.05% 211
2024
Q4 		– Sell
-2,594
Closed -$203K – 214
2024
Q3 		$203K Buy
2,594
+24
+0.9% +$1.85K 0.04% 209
2024
Q2 		$192K Buy
+2,570
New +$191K 0.04% 202

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

The Family Firm's BIV Position: Q2 2025 in Review

The Family Firm sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2025, closing a stake of 2,644 shares — an estimated $202K sold.

The Family Firm first reported a position in BIV in Q2 2024 and held it in 3 quarters. The position peaked at $203K in Q3 2024. 932 funds tracked by Wall St. Rank hold BIV as of Q2 2025.

  • The Family Firm reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2025 after selling out during the quarter.
  • The Family Firm sold 2,644 Vanguard Intermediate-Term Bond ETF shares in Q2 2025, an estimated $202K.
  • The Family Firm first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2024 and held it in 3 quarters.
  • The Family Firm's Vanguard Intermediate-Term Bond ETF position peaked at $203K in Q3 2024.
  • 932 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2025.

Based on The Family Firm's 13F filing for Q2 2025, filed 8 Aug 2025.