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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
Q3 		– Sell
-4,395
Closed -$337K – 870
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

SCA
Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BS
Brighton Securities Rochester, New York $239M AUM 9.14% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
VWM
Vertrix Wealth Management Troy, Michigan $292M AUM

Valeo Financial Advisors's BIV Position: Q3 2026 in Review

Valeo Financial Advisors sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2026, closing a stake of 4,395 shares — an estimated $337K sold.

Valeo Financial Advisors first reported a position in BIV in Q4 2017 and held it in 22 quarters. The position peaked at $409K in Q4 2021. 69 funds tracked by Wall St. Rank hold BIV as of Q3 2026.

  • Valeo Financial Advisors reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Valeo Financial Advisors sold 4,395 Vanguard Intermediate-Term Bond ETF shares in Q3 2026, an estimated $337K.
  • Valeo Financial Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2017 and held it in 22 quarters.
  • Valeo Financial Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $409K in Q4 2021.
  • 69 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.