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 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 $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

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

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

VCI Wealth Management's BIV Position: Q1 2026 in Review

VCI Wealth Management increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 11% in Q1 2026, buying an estimated $973K and bringing the position to 124,874 shares worth $9.64M. The position accounts for 2.67% of the portfolio, ranked #12.

VCI Wealth Management first reported a position in BIV in Q4 2023 and has held it in 10 quarters since. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

VCI Wealth Management held 124,874 shares of Vanguard Intermediate-Term Bond ETF worth $9.64M as of Q1 2026.
VCI Wealth Management bought 12,497 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $973K.
Vanguard Intermediate-Term Bond ETF made up 2.67% of VCI Wealth Management's portfolio in Q1 2026, its #12 holding.
VCI Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2023 and has held it in 10 quarters since.
1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on VCI Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.