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Valeo Financial Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Valeo Financial 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 		$337K Sell
4,395
-580
-12% -$44.5K 0.01% 582
2026
Q1 		$384K Buy
+4,975
New +$387K 0.01% 469
2025
Q3 		– Sell
-3,231
Closed -$250K – 839
2025
Q2 		$250K Buy
+3,231
New +$246K 0.01% 638
2024
Q4 		– Sell
-3,244
Closed -$254K – 746
2024
Q3 		$254K Sell
3,244
-574
-15% -$44.3K 0.01% 583
2024
Q2 		$286K Buy
3,818
+22
+0.6% +$1.64K 0.01% 524
2024
Q1 		$279K Buy
3,796
+1,040
+38% +$78.4K 0.01% 528
2023
Q4 		$210K Buy
+2,756
New +$202K 0.01% 580
2023
Q3 		– Sell
-3,677
Closed -$277K – 648
2023
Q2 		$277K Sell
3,677
-223
-6% -$17K 0.01% 450
2023
Q1 		$299K Sell
3,900
-855
-18% -$64.8K 0.01% 446
2022
Q4 		$353K Buy
4,755
+32
+0.7% +$2.37K 0.02% 345
2022
Q3 		$347K Sell
4,723
-242
-5% -$18.7K 0.02% 311
2022
Q2 		$386K Buy
4,965
+282
+6% +$22.1K 0.02% 294
2022
Q1 		$384K Buy
4,683
+11
+0.2% +$929 0.02% 387
2021
Q4 		$409K Buy
4,672
+339
+8% +$30.1K 0.02% 355
2021
Q3 		$388K Buy
4,333
+1,676
+63% +$152K 0.02% 351
2021
Q2 		$239K Buy
2,657
+104
+4% +$9.29K 0.01% 412
2021
Q1 		$227K Buy
2,553
+1,523
+148% +$138K 0.01% 415
2020
Q4 		$96K Sell
1,030
-172
-14% -$16K ﹤0.01% 586
2020
Q3 		$112K Buy
+1,202
New +$113K 0.01% 453
2020
Q2 		– Sell
-1,025
Closed -$93K – 2035
2020
Q1 		$93K Buy
+1,025
New +$90.9K 0.01% 441
2018
Q3 		– Sell
-20
Closed -$2K – 1773
2018
Q2 		$2K Buy
+20
New +$1.61K ﹤0.01% 1323
2018
Q1 		– Sell
-92
Closed -$8K – 1537
2017
Q4 		$8K Buy
+92
New +$7.75K ﹤0.01% 871

Other funds holding BIV

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baird Financial Group
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Valeo Financial Advisors's BIV Position: Q2 2026 in Review

Valeo Financial Advisors reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 12% in Q2 2026, selling an estimated $44.5K and leaving 4,395 shares worth $337K. The position accounts for 0.01% of the portfolio, ranked #582.

Valeo Financial Advisors first reported a position in BIV in Q4 2017 and has held it in 22 quarters since. The position peaked at $409K in Q4 2021. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Valeo Financial Advisors held 4,395 shares of Vanguard Intermediate-Term Bond ETF worth $337K as of Q2 2026.
  • Valeo Financial Advisors sold 580 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $44.5K.
  • Vanguard Intermediate-Term Bond ETF made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #582 holding.
  • Valeo Financial Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2017 and has held it in 22 quarters since.
  • Valeo Financial Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $409K in Q4 2021.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.