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Vaughan Nelson Investment Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Vaughan Nelson Investment Management’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 		$881K Hold
11,486
– – 0.01% 182
2026
Q1 		$886K Hold
11,486
– – 0.01% 181
2025
Q4 		$895K Hold
11,486
– – 0.01% 177
2025
Q3 		$897K Hold
11,486
– – 0.01% 174
2025
Q2 		$888K Hold
11,486
– – 0.01% 167
2025
Q1 		$879K Buy
11,486
+895
+8% +$67.5K 0.01% 175
2024
Q4 		$791K Buy
10,591
+628
+6% +$47.7K 0.01% 175
2024
Q3 		$781K Hold
9,963
– – 0.01% 176
2024
Q2 		$746K Sell
9,963
-2,085
-17% -$155K 0.01% 174
2024
Q1 		$908K Buy
12,048
+400
+3% +$30.1K 0.01% 173
2023
Q4 		$890K Hold
11,648
– – 0.01% 182
2023
Q3 		$842K Buy
11,648
+535
+5% +$39.6K 0.01% 192
2023
Q2 		$836K Buy
11,113
+490
+5% +$37.3K 0.01% 188
2023
Q1 		$815K Buy
10,623
+205
+2% +$15.5K 0.01% 176
2022
Q4 		$774K Hold
10,418
– – 0.01% 180
2022
Q3 		$766K Hold
10,418
– – 0.01% 172
2022
Q2 		$809K Buy
10,418
+120
+1% +$9.41K 0.01% 180
2022
Q1 		$843K Buy
10,298
+455
+5% +$38.4K 0.01% 177
2021
Q4 		$862K Sell
9,843
-7,460
-43% -$662K 0.01% 175
2021
Q3 		$1.55M Sell
17,303
-60
-0.3% -$5.43K 0.02% 167
2021
Q2 		$1.56M Buy
+17,363
New +$1.55M 0.02% 168

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Vaughan Nelson Investment Management's BIV Position: Q2 2026 in Review

Vaughan Nelson Investment Management held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q2 2026 at 11,486 shares worth $881K. The position accounts for 0.01% of the portfolio, ranked #182.

Vaughan Nelson Investment Management first reported a position in BIV in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.56M in Q2 2021. 698 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Vaughan Nelson Investment Management held 11,486 shares of Vanguard Intermediate-Term Bond ETF worth $881K as of Q2 2026.
  • Vaughan Nelson Investment Management left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q2 2026.
  • Vanguard Intermediate-Term Bond ETF made up 0.01% of Vaughan Nelson Investment Management's portfolio in Q2 2026, its #182 holding.
  • Vaughan Nelson Investment Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2021 and has held it in 21 quarters since.
  • Vaughan Nelson Investment Management's Vanguard Intermediate-Term Bond ETF position peaked at $1.56M in Q2 2021.
  • 698 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Vaughan Nelson Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.