VWA
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Valued Wealth Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Valued Wealth 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 		$2K Hold
26
– – ﹤0.01% 667
2026
Q1 		$2.01K Hold
26
– – ﹤0.01% 570
2025
Q4 		$2.02K Hold
26
– – ﹤0.01% 400
2025
Q3 		$2.03K Buy
+26
New +$2.01K ﹤0.01% 385

Other funds holding BIV

RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return
SFMG
Sage Financial Management Group Mclean, Virginia $364M AUM 15.61% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
B
BetterWealth San Jose, California $565M AUM 23.16% 1-Year Est. Return
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $394M AUM 18.41% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

Valued Wealth Advisors's BIV Position: Q2 2026 in Review

Valued Wealth Advisors held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q2 2026 at 26 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #667.

Valued Wealth Advisors first reported a position in BIV in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.03K in Q3 2025. 347 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Valued Wealth Advisors held 26 shares of Vanguard Intermediate-Term Bond ETF worth $2K as of Q2 2026.
  • Valued Wealth Advisors left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q2 2026.
  • Vanguard Intermediate-Term Bond ETF made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #667 holding.
  • Valued Wealth Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Valued Wealth Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $2.03K in Q3 2025.
  • 347 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.