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

Veritable’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
2023 Q3	–	Sell	-17,391	Closed	-$1.31M	–	87
2023 Q2	$1.31M	Hold	17,391	–	–	0.02%	314
2023 Q1	$1.33M	Buy	17,391 +63	+0.4%	+$4.77K	0.02%	304
2022 Q4	$1.29M	Sell	17,328 -13,641	-44%	-$1.01M	0.02%	305
2022 Q3	$2.28M	Hold	30,969	–	–	0.04%	199
2022 Q2	$2.4M	Hold	30,969	–	–	0.04%	214
2022 Q1	$2.54M	Hold	30,969	–	–	0.04%	218
2021 Q4	$2.71M	Hold	30,969	–	–	0.04%	205
2021 Q3	$2.77M	Sell	30,969 -75	-0.2%	-$6.79K	0.04%	194
2021 Q2	$2.79M	Hold	31,044	–	–	0.04%	192
2021 Q1	$2.75M	Buy	31,044 +677	+2%	+$61.5K	0.05%	178
2020 Q4	$2.82M	Hold	30,367	–	–	0.05%	171
2020 Q3	$2.84M	Buy	30,367 +25,004	+466%	+$2.34M	0.06%	158
2020 Q2	$500K	Buy	5,363 +1,696	+46%	+$155K	0.01%	466
2020 Q1	$328K	Sell	3,667 -235	-6%	-$20.8K	0.01%	541
2019 Q4	$340K	Hold	3,902	–	–	0.01%	631
2019 Q3	$343K	Buy	3,902 +1,455	+59%	+$127K	0.01%	605
2019 Q2	$212K	Sell	2,447 -5	-0.2%	-$422	﹤0.01%	746
2019 Q1	$206K	Sell	2,452 -513	-17%	-$42.2K	﹤0.01%	754
2018 Q4	$241K	Sell	2,965 -60	-2%	-$4.8K	0.01%	674
2018 Q3	$243K	Hold	3,025	–	–	﹤0.01%	716
2018 Q2	$245K	Buy	+3,025	New	+$244K	0.01%	703
2014 Q1	–	Sell	-180	Closed	-$15K	–	911
2013 Q4	$15K	Buy	+180	New	+$15K	﹤0.01%	956

Other funds holding BIV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Veritable's BIV Position: Q3 2023 in Review

Veritable sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2023, closing a stake of 17,391 shares — an estimated $1.31M sold.

Veritable first reported a position in BIV in Q4 2013 and held it in 22 quarters. The position peaked at $2.84M in Q3 2020. 722 funds tracked by Wall St. Rank hold BIV as of Q3 2023.

Veritable reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2023 after selling out during the quarter.
Veritable sold 17,391 Vanguard Intermediate-Term Bond ETF shares in Q3 2023, an estimated $1.31M.
Veritable first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2013 and held it in 22 quarters.
Veritable's Vanguard Intermediate-Term Bond ETF position peaked at $2.84M in Q3 2020.
722 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2023.

Based on Veritable's 13F filing for Q3 2023.