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 Q2	$238K	Sell	3,107 -88,737	-97%	-$6.81M	0.08%	81
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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Veridan Wealth's BIV Position: Q2 2026 in Review

Veridan Wealth reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 97% in Q2 2026, selling an estimated $6.81M and leaving 3,107 shares worth $238K. The position accounts for 0.08% of the portfolio, ranked #81.

Veridan Wealth first reported a position in BIV in Q2 2024 and has held it in 7 quarters since. The position peaked at $7.13M in Q4 2025. 1,024 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Veridan Wealth held 3,107 shares of Vanguard Intermediate-Term Bond ETF worth $238K as of Q2 2026.
Veridan Wealth sold 88,737 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $6.81M.
Vanguard Intermediate-Term Bond ETF made up 0.08% of Veridan Wealth's portfolio in Q2 2026, its #81 holding.
Veridan Wealth first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2024 and has held it in 7 quarters since.
Veridan Wealth's Vanguard Intermediate-Term Bond ETF position peaked at $7.13M in Q4 2025.
1,024 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Veridan Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.