VPF
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Vantage Point Financial’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Vantage Point Financial’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
Q2 		– Sell
-2,686
Closed -$206K – 149
2025
Q1 		$206K Sell
2,686
-397
-13% -$29.9K 0.1% 126
2024
Q4 		$230K Buy
+3,083
New +$234K 0.12% 109

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Northwestern Mutual Wealth Management
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
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
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
LPL Financial
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Vantage Point Financial's BIV Position: Q2 2025 in Review

Vantage Point Financial sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2025, closing a stake of 2,686 shares — an estimated $206K sold.

Vantage Point Financial first reported a position in BIV in Q4 2024 and held it in 2 quarters. The position peaked at $230K in Q4 2024. 931 funds tracked by Wall St. Rank hold BIV as of Q2 2025.

  • Vantage Point Financial reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Vantage Point Financial sold 2,686 Vanguard Intermediate-Term Bond ETF shares in Q2 2025, an estimated $206K.
  • Vantage Point Financial first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2024 and held it in 2 quarters.
  • Vantage Point Financial's Vanguard Intermediate-Term Bond ETF position peaked at $230K in Q4 2024.
  • 931 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2025.

Based on Vantage Point Financial's 13F filing for Q2 2025, filed 24 Jul 2025.