VA
BIV icon

Valmark Advisers’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Valmark Advisers’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 		$4.44M Buy
57,942
+2,106
+4% +$162K 0.05% 166
2026
Q1 		$4.31M Sell
55,836
-678
-1% -$52.8K 0.05% 154
2025
Q4 		$4.4M Buy
56,514
+9,445
+20% +$739K 0.05% 144
2025
Q3 		$3.68M Buy
47,069
+8,795
+23% +$681K 0.05% 149
2025
Q2 		$2.96M Buy
38,274
+404
+1% +$30.8K 0.04% 170
2025
Q1 		$2.9M Buy
37,870
+2,286
+6% +$172K 0.04% 156
2024
Q4 		$2.66M Buy
35,584
+3,632
+11% +$276K 0.04% 167
2024
Q3 		$2.5M Buy
31,952
+2,667
+9% +$206K 0.04% 165
2024
Q2 		$2.19M Buy
29,285
+2,163
+8% +$161K 0.04% 164
2024
Q1 		$2.05M Buy
27,122
+2,889
+12% +$218K 0.04% 166
2023
Q4 		$1.85M Buy
24,233
+3,318
+16% +$243K 0.03% 176
2023
Q3 		$1.51M Buy
20,915
+2,035
+11% +$151K 0.03% 173
2023
Q2 		$1.42M Buy
18,880
+1,651
+10% +$126K 0.03% 187
2023
Q1 		$1.32M Buy
17,229
+3,788
+28% +$287K 0.03% 191
2022
Q4 		$999K Buy
13,441
+1,590
+13% +$118K 0.02% 215
2022
Q3 		$871K Buy
11,851
+384
+3% +$29.7K 0.02% 206
2022
Q2 		$890K Sell
11,467
-8,158
-42% -$640K 0.02% 209
2022
Q1 		$1.61M Buy
19,625
+11,846
+152% +$1M 0.03% 146
2021
Q4 		$682K Sell
7,779
-379
-5% -$33.6K 0.01% 248
2021
Q3 		$730K Buy
8,158
+581
+8% +$52.6K 0.01% 233
2021
Q2 		$682K Sell
7,577
-14,416
-66% -$1.29M 0.01% 239
2021
Q1 		$1.95M Buy
21,993
+8,227
+60% +$747K 0.04% 113
2020
Q4 		$1.28M Sell
13,766
-112
-0.8% -$10.4K 0.03% 146
2020
Q3 		$1.3M Buy
13,878
+3,963
+40% +$371K 0.03% 114
2020
Q2 		$924K Buy
+9,915
New +$907K 0.02% 123

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

Valmark Advisers's BIV Position: Q2 2026 in Review

Valmark Advisers increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 3.8% in Q2 2026, buying an estimated $162K and bringing the position to 57,942 shares worth $4.44M. The position accounts for 0.05% of the portfolio, ranked #166.

Valmark Advisers first reported a position in BIV in Q2 2020 and has held it in 25 quarters since. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Valmark Advisers held 57,942 shares of Vanguard Intermediate-Term Bond ETF worth $4.44M as of Q2 2026.
  • Valmark Advisers bought 2,106 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $162K.
  • Vanguard Intermediate-Term Bond ETF made up 0.05% of Valmark Advisers's portfolio in Q2 2026, its #166 holding.
  • Valmark Advisers first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2020 and has held it in 25 quarters since.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.