Vantage Financial Partners (Wisconsin)’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Vantage Financial Partners (Wisconsin)’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
2025 Q1	–	Sell	-3,224	Closed	-$241K	–	197
2024 Q4	$241K	Sell	3,224 -1,119	-26%	-$85.1K	0.06%	152
2024 Q3	$340K	Sell	4,343 -793	-15%	-$61.1K	0.08%	130
2024 Q2	$385K	Sell	5,136 -490	-9%	-$36.4K	0.1%	99
2024 Q1	$424K	Buy	5,626 +782	+16%	+$58.9K	0.11%	89
2023 Q4	$370K	Buy	+4,844	New	+$355K	0.11%	89

Other funds holding BIV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return

Vantage Financial Partners (Wisconsin)'s BIV Position: Q1 2025 in Review

Vantage Financial Partners (Wisconsin) sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2025, closing a stake of 3,224 shares — an estimated $241K sold.

Vantage Financial Partners (Wisconsin) first reported a position in BIV in Q4 2023 and held it in 5 quarters. The position peaked at $424K in Q1 2024. 921 funds tracked by Wall St. Rank hold BIV as of Q1 2025.

Vantage Financial Partners (Wisconsin) reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2025 after selling out during the quarter.
Vantage Financial Partners (Wisconsin) sold 3,224 Vanguard Intermediate-Term Bond ETF shares in Q1 2025, an estimated $241K.
Vantage Financial Partners (Wisconsin) first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2023 and held it in 5 quarters.
Vantage Financial Partners (Wisconsin)'s Vanguard Intermediate-Term Bond ETF position peaked at $424K in Q1 2024.
921 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q1 2025, filed 7 May 2025.