United Bank (Virginia)’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

United Bank (Virginia)’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	$2.02M	Buy	26,300 +4,051	+18%	+$311K	0.24%	58
2026 Q1	$1.72M	Hold	22,249	–	–	0.22%	55
2025 Q4	$1.73M	Hold	22,249	–	–	0.23%	55
2025 Q3	$1.74M	Hold	22,249	–	–	0.21%	54
2025 Q2	$1.72M	Hold	22,249	–	–	0.21%	55
2025 Q1	$1.7M	Hold	22,249	–	–	0.22%	56
2024 Q4	$1.66M	Hold	22,249	–	–	0.2%	54
2024 Q3	$1.74M	Hold	22,249	–	–	0.2%	55
2024 Q2	$1.67M	Hold	22,249	–	–	0.21%	54
2024 Q1	$1.68M	Hold	22,249	–	–	0.2%	52
2023 Q4	$1.7M	Hold	22,249	–	–	0.21%	49
2023 Q3	$1.61M	Hold	22,249	–	–	0.21%	50
2023 Q2	$1.67M	Hold	22,249	–	–	0.21%	51
2023 Q1	$1.71M	Hold	22,249	–	–	0.22%	55
2022 Q4	$1.65M	Hold	22,249	–	–	0.23%	52
2022 Q3	$1.64M	Sell	22,249 -1,169	-5%	-$90.4K	0.25%	49
2022 Q2	$1.82M	Hold	23,418	–	–	0.27%	49
2022 Q1	$1.92M	Sell	23,418 -381	-2%	-$32.2K	0.25%	50
2021 Q4	$2.08M	Buy	23,799 +1,052	+5%	+$93.3K	0.26%	51
2021 Q3	$2.03M	Hold	22,747	–	–	0.27%	50
2021 Q2	$2.05M	Sell	22,747 -443	-2%	-$39.6K	0.28%	47
2021 Q1	$2.06M	Hold	23,190	–	–	0.28%	52
2020 Q4	$2.15M	Hold	23,190	–	–	0.32%	49
2020 Q3	$2.17M	Hold	23,190	–	–	0.38%	41
2020 Q2	$2.16M	Hold	23,190	–	–	0.39%	42
2020 Q1	$2.07M	Sell	23,190 -1,288	-5%	-$114K	0.45%	44
2019 Q4	$2.13M	Hold	24,478	–	–	0.37%	46
2019 Q3	$2.15M	Hold	24,478	–	–	0.39%	47
2019 Q2	$2.12M	Sell	24,478 -2,252	-8%	-$190K	0.35%	51
2019 Q1	$2.24M	Hold	26,730	–	–	0.4%	44
2018 Q4	$2.17M	Hold	26,730	–	–	0.45%	40
2018 Q3	$2.15M	Sell	26,730 -1,237	-4%	-$100K	0.45%	37
2018 Q2	$2.26M	Hold	27,967	–	–	0.52%	37
2018 Q1	$2.29M	Buy	27,967 +2,398	+9%	+$197K	0.53%	38
2017 Q4	$2.14M	Buy	+25,569	New	+$2.15M	0.53%	38

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

United Bank (Virginia)'s BIV Position: Q2 2026 in Review

United Bank (Virginia) increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 18% in Q2 2026, buying an estimated $311K and bringing the position to 26,300 shares worth $2.02M. The position accounts for 0.24% of the portfolio, ranked #58.

United Bank (Virginia) first reported a position in BIV in Q4 2017 and has held it in 35 quarters since. The position peaked at $2.29M in Q1 2018. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

United Bank (Virginia) held 26,300 shares of Vanguard Intermediate-Term Bond ETF worth $2.02M as of Q2 2026.
United Bank (Virginia) bought 4,051 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $311K.
Vanguard Intermediate-Term Bond ETF made up 0.24% of United Bank (Virginia)'s portfolio in Q2 2026, its #58 holding.
United Bank (Virginia) first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2017 and has held it in 35 quarters since.
United Bank (Virginia)'s Vanguard Intermediate-Term Bond ETF position peaked at $2.29M in Q1 2018.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on United Bank (Virginia)'s 13F filing for Q2 2026, filed 30 Jul 2026.