Vermillion & White Wealth Management Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Vermillion & White Wealth Management Group’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	–	Sell	-200	Closed	-$15.6K	–	118
2025 Q4	$15.6K	Hold	200	–	–	0.01%	276
2025 Q3	$15.6K	Hold	200	–	–	0.01%	282
2025 Q2	$15.5K	Hold	200	–	–	0.01%	254
2025 Q1	$15.3K	Hold	200	–	–	0.01%	231
2024 Q4	$14.9K	Hold	200	–	–	0.01%	211
2024 Q3	$15.7K	Sell	200 -88	-31%	-$6.79K	0.01%	196
2024 Q2	$21.6K	Buy	288 +88	+44%	+$6.54K	0.02%	179
2024 Q1	$15.1K	Buy	+200	New	+$15.1K	0.01%	193

Other funds holding BIV

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

Vermillion & White Wealth Management Group's BIV Position: Q1 2026 in Review

Vermillion & White Wealth Management Group sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2026, closing a stake of 200 shares — an estimated $15.6K sold.

Vermillion & White Wealth Management Group first reported a position in BIV in Q1 2024 and held it in 8 quarters. The position peaked at $21.6K in Q2 2024. 1,013 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

Vermillion & White Wealth Management Group reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2026 after selling out during the quarter.
Vermillion & White Wealth Management Group sold 200 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $15.6K.
Vermillion & White Wealth Management Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2024 and held it in 8 quarters.
Vermillion & White Wealth Management Group's Vanguard Intermediate-Term Bond ETF position peaked at $21.6K in Q2 2024.
1,013 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.