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

VCI Wealth 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	$9.56M	Sell	124,582 -292	-0.2%	-$22.4K	2.4%	13
2026 Q1	$9.64M	Buy	124,874 +12,497	+11%	+$973K	2.67%	12
2025 Q4	$8.75M	Buy	112,377 +9,100	+9%	+$712K	2.43%	12
2025 Q3	$8.06M	Buy	103,277 +5,628	+6%	+$436K	2.45%	13
2025 Q2	$7.55M	Buy	97,649 +11,196	+13%	+$853K	2.64%	11
2025 Q1	$6.62M	Buy	86,453 +6,651	+8%	+$502K	2.78%	10
2024 Q4	$5.96M	Buy	79,802 +36,681	+85%	+$2.79M	2.53%	12
2024 Q3	$3.38M	Buy	43,121 +3,367	+8%	+$260K	1.5%	16
2024 Q2	$2.98M	Buy	39,754 +11,991	+43%	+$891K	1.47%	21
2024 Q1	$2.09M	Sell	27,763 -3,540	-11%	-$267K	1.42%	20
2023 Q4	$2.39M	Buy	+31,303	New	+$2.29M	1.45%	17

Other funds holding BIV

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

VCI Wealth Management's BIV Position: Q2 2026 in Review

VCI Wealth Management reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0.23% in Q2 2026, selling an estimated $22.4K and leaving 124,582 shares worth $9.56M. The position accounts for 2.4% of the portfolio, ranked #13.

VCI Wealth Management first reported a position in BIV in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.64M in Q1 2026. 1,020 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

VCI Wealth Management held 124,582 shares of Vanguard Intermediate-Term Bond ETF worth $9.56M as of Q2 2026.
VCI Wealth Management sold 292 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $22.4K.
Vanguard Intermediate-Term Bond ETF made up 2.4% of VCI Wealth Management's portfolio in Q2 2026, its #13 holding.
VCI Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2023 and has held it in 11 quarters since.
VCI Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $9.64M in Q1 2026.
1,020 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on VCI Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.