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

Veridan Wealth’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 		$7.09M Buy
91,844
+274
+0.3% +$21.3K 2.62% 5
2025
Q4 		$7.13M Buy
91,570
+1,826
+2% +$143K 2.4% 5
2025
Q3 		$7.01M Buy
+89,744
New +$6.95M 2.41% 5
2025
Q1 		$4.7M Buy
61,329
+817
+1% +$61.6K 2.12% 11
2024
Q4 		$4.54M Buy
+60,512
New +$4.6M 2.12% 11
2024
Q2 		$7.02M Buy
+90,789
New +$6.75M 2.82% 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 $424B AUM 22.94% 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 $1.73B AUM 9.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Veridan Wealth's BIV Position: Q1 2026 in Review

Veridan Wealth increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0.3% in Q1 2026, buying an estimated $21.3K and bringing the position to 91,844 shares worth $7.09M. The position accounts for 2.62% of the portfolio, ranked #5.

Veridan Wealth first reported a position in BIV in Q2 2024 and has held it in 6 quarters since. The position peaked at $7.13M in Q4 2025. 1,006 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

  • Veridan Wealth held 91,844 shares of Vanguard Intermediate-Term Bond ETF worth $7.09M as of Q1 2026.
  • Veridan Wealth bought 274 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $21.3K.
  • Vanguard Intermediate-Term Bond ETF made up 2.62% of Veridan Wealth's portfolio in Q1 2026, its #5 holding.
  • Veridan Wealth first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2024 and has held it in 6 quarters since.
  • Veridan Wealth's Vanguard Intermediate-Term Bond ETF position peaked at $7.13M in Q4 2025.
  • 1,006 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Veridan Wealth's 13F filing for Q1 2026, filed 15 May 2026.