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Vance Wealth’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Vance Wealth’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 		$504K Buy
6,533
+24
+0.4% +$1.87K 0.15% 73
2025
Q4 		$507K Buy
6,509
+115
+2% +$8.99K 0.15% 67
2025
Q3 		$499K Buy
6,394
+89
+1% +$6.89K 0.15% 67
2025
Q2 		$488K Sell
6,305
-353
-5% -$26.9K 0.16% 68
2025
Q1 		$510K Buy
6,658
+2,265
+52% +$171K 0.19% 63
2024
Q4 		$328K Sell
4,393
-5
-0.1% -$380 0.13% 73
2024
Q3 		$345K Buy
4,398
+334
+8% +$25.8K 0.13% 74
2024
Q2 		$304K Buy
4,064
+7
+0.2% +$520 0.13% 75
2024
Q1 		$306K Buy
4,057
+94
+2% +$7.08K 0.12% 72
2023
Q4 		$303K Buy
3,963
+188
+5% +$13.8K 0.13% 66
2023
Q3 		$273K Sell
3,775
-340
-8% -$25.2K 0.13% 66
2023
Q2 		$310K Buy
+4,115
New +$313K 0.14% 62
2022
Q4 		– Sell
-4,805
Closed -$353K – 75
2022
Q3 		$353K Hold
4,805
– – 0.27% 44
2022
Q2 		$373K Sell
4,805
-220
-4% -$17.3K 0.29% 40
2022
Q1 		$412K Sell
5,025
-339
-6% -$28.6K 0.52% 33
2021
Q4 		$470K Buy
+5,364
New +$476K 0.46% 26

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

Vance Wealth's BIV Position: Q1 2026 in Review

Vance Wealth increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0.37% in Q1 2026, buying an estimated $1.87K and bringing the position to 6,533 shares worth $504K. The position accounts for 0.15% of the portfolio, ranked #73.

Vance Wealth first reported a position in BIV in Q4 2021 and has held it in 16 quarters since. The position peaked at $510K in Q1 2025. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

  • Vance Wealth held 6,533 shares of Vanguard Intermediate-Term Bond ETF worth $504K as of Q1 2026.
  • Vance Wealth bought 24 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $1.87K.
  • Vanguard Intermediate-Term Bond ETF made up 0.15% of Vance Wealth's portfolio in Q1 2026, its #73 holding.
  • Vance Wealth first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2021 and has held it in 16 quarters since.
  • Vance Wealth's Vanguard Intermediate-Term Bond ETF position peaked at $510K in Q1 2025.
  • 1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Vance Wealth's 13F filing for Q1 2026, filed 15 May 2026.