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Valpey Financial Services’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Valpey Financial Services’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
Q1 		$230K Buy
2,985
+20
+0.7% +$1.56K 0.15% 69
2025
Q4 		$231K Buy
2,965
+40
+1% +$3.13K 0.15% 67
2025
Q3 		$228K Buy
2,925
+30
+1% +$2.32K 0.15% 68
2025
Q2 		$224K Buy
+2,895
New +$220K 0.15% 67

Other funds holding BIV

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Valpey Financial Services's BIV Position: Q1 2026 in Review

Valpey Financial Services increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0.67% in Q1 2026, buying an estimated $1.56K and bringing the position to 2,985 shares worth $230K. The position accounts for 0.15% of the portfolio, ranked #69.

Valpey Financial Services first reported a position in BIV in Q2 2025 and has held it in 4 quarters since. The position peaked at $231K in Q4 2025. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

  • Valpey Financial Services held 2,985 shares of Vanguard Intermediate-Term Bond ETF worth $230K as of Q1 2026.
  • Valpey Financial Services bought 20 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $1.56K.
  • Vanguard Intermediate-Term Bond ETF made up 0.15% of Valpey Financial Services's portfolio in Q1 2026, its #69 holding.
  • Valpey Financial Services first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Valpey Financial Services's Vanguard Intermediate-Term Bond ETF position peaked at $231K in Q4 2025.
  • 1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Valpey Financial Services's 13F filing for Q1 2026, filed 11 May 2026.