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Verde Capital Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Verde Capital 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 		$10.9M Buy
140,901
+430
+0.3% +$33.5K 2.33% 7
2025
Q4 		$10.9M Buy
140,471
+6,709
+5% +$525K 2.33% 7
2025
Q3 		$10.4M Buy
133,762
+15,794
+13% +$1.22M 2.31% 8
2025
Q2 		$9.12M Buy
117,968
+6,089
+5% +$464K 2.25% 9
2025
Q1 		$8.57M Buy
111,879
+3,197
+3% +$241K 2.44% 7
2024
Q4 		$8.12M Buy
108,682
+3,175
+3% +$241K 2.29% 9
2024
Q3 		$8.27M Sell
105,507
-4,259
-4% -$328K 2.48% 8
2024
Q2 		$8.22M Sell
109,766
-66,696
-38% -$4.96M 2.61% 9
2024
Q1 		$13.3M Buy
176,462
+13,379
+8% +$1.01M 4.55% 8
2023
Q4 		$12.5M Sell
163,083
-24,466
-13% -$1.79M 4.71% 8
2023
Q3 		$13.6M Buy
187,549
+4,085
+2% +$302K 5.27% 7
2023
Q2 		$13.8M Buy
183,464
+3,451
+2% +$263K 5.24% 6
2023
Q1 		$13.8M Buy
180,013
+1,132
+0.6% +$85.7K 5.76% 6
2022
Q4 		$13.3M Sell
178,881
-7,705
-4% -$571K 6.35% 6
2022
Q3 		$13.7M Sell
186,586
-23,670
-11% -$1.83M 6.67% 6
2022
Q2 		$16.2M Sell
210,256
-76,489
-27% -$6M 7.45% 5
2022
Q1 		$23.5M Buy
286,745
+4,989
+2% +$421K 9.3% 4
2021
Q4 		$24.7M Buy
281,756
+11,063
+4% +$982K 9.4% 4
2021
Q3 		$24.2M Sell
270,693
-6,985
-3% -$633K 10.08% 2
2021
Q2 		$25M Buy
277,678
+21,067
+8% +$1.88M 10.51% 1
2021
Q1 		$22.8M Sell
256,611
-496
-0.2% -$45K 10.03% 1
2020
Q4 		$23.9M Buy
257,107
+28,675
+13% +$2.67M 11.88% 2
2020
Q3 		$21.4M Buy
228,432
+17,297
+8% +$1.62M 12.15% 1
2020
Q2 		$19.7M Buy
211,135
+33,153
+19% +$3.03M 12.88% 2
2020
Q1 		$15.9M Buy
177,982
+27,138
+18% +$2.41M 11.27% 3
2019
Q4 		$13.2M Buy
+150,844
New +$13.2M 7.68% 5

Other funds holding BIV

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
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
Baird Financial Group
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Verde Capital Management's BIV Position: Q1 2026 in Review

Verde Capital Management increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0.31% in Q1 2026, buying an estimated $33.5K and bringing the position to 140,901 shares worth $10.9M. The position accounts for 2.33% of the portfolio, ranked #7.

Verde Capital Management first reported a position in BIV in Q4 2019 and has held it in 26 quarters since. The position peaked at $25M in Q2 2021. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

  • Verde Capital Management held 140,901 shares of Vanguard Intermediate-Term Bond ETF worth $10.9M as of Q1 2026.
  • Verde Capital Management bought 430 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $33.5K.
  • Vanguard Intermediate-Term Bond ETF made up 2.33% of Verde Capital Management's portfolio in Q1 2026, its #7 holding.
  • Verde Capital Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2019 and has held it in 26 quarters since.
  • Verde Capital Management's Vanguard Intermediate-Term Bond ETF position peaked at $25M in Q2 2021.
  • 1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Verde Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.