Verdence Capital Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Verdence Capital Advisors’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	$1.11M	Sell	14,449 -581	-4%	-$44.6K	0.06%	282
2026 Q1	$1.16M	Buy	15,030 +1,715	+13%	+$134K	0.07%	259
2025 Q4	$1.04M	Buy	13,315 +1,189	+10%	+$93K	0.06%	271
2025 Q3	$955K	Buy	12,126 +3,681	+44%	+$285K	0.06%	313
2025 Q2	$653K	Sell	8,445 -61	-0.7%	-$4.65K	0.04%	336
2025 Q1	$651K	Buy	8,506 +166	+2%	+$12.5K	0.05%	313
2024 Q4	$623K	Buy	8,340 +74	+0.9%	+$5.63K	0.05%	324
2024 Q3	$648K	Buy	8,266 +644	+8%	+$49.7K	0.05%	328
2024 Q2	$571K	Sell	7,622 -604	-7%	-$44.9K	0.05%	327
2024 Q1	$620K	Sell	8,226 -257	-3%	-$19.4K	0.06%	311
2023 Q4	$648K	Sell	8,483 -41	-0.5%	-$3K	0.06%	292
2023 Q3	$616K	Buy	+8,524	New	+$631K	0.07%	288

Other funds holding BIV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

TLFA

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

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

BCM Advisors Lafayette, Louisiana $514M AUM 20.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Verdence Capital Advisors's BIV Position: Q2 2026 in Review

Verdence Capital Advisors reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 3.9% in Q2 2026, selling an estimated $44.6K and leaving 14,449 shares worth $1.11M. The position accounts for 0.06% of the portfolio, ranked #282.

Verdence Capital Advisors first reported a position in BIV in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.16M in Q1 2026. 537 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Verdence Capital Advisors held 14,449 shares of Vanguard Intermediate-Term Bond ETF worth $1.11M as of Q2 2026.
Verdence Capital Advisors sold 581 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $44.6K.
Vanguard Intermediate-Term Bond ETF made up 0.06% of Verdence Capital Advisors's portfolio in Q2 2026, its #282 holding.
Verdence Capital Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2023 and has held it in 12 quarters since.
Verdence Capital Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $1.16M in Q1 2026.
537 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Verdence Capital Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.