VFP
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Verus Financial Partners’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Verus Financial Partners’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 		$54.2M Buy
706,952
+34,984
+5% +$2.69M 4.64% 7
2026
Q1 		$52M Buy
671,968
+72,355
+12% +$5.63M 4.66% 6
2025
Q4 		$46.7M Buy
599,613
+26,942
+5% +$2.11M 4.3% 8
2025
Q3 		$44.7M Buy
572,671
+14,561
+3% +$1.13M 4.3% 8
2025
Q2 		$42.8M Buy
558,110
+15,174
+3% +$1.16M 4.36% 8
2025
Q1 		$41.2M Buy
542,936
+12,045
+2% +$909K 4.69% 7
2024
Q4 		$39.2M Buy
530,891
+5,763
+1% +$438K 4.41% 8
2024
Q3 		$41.2M Buy
525,128
+6,936
+1% +$535K 4.51% 9
2024
Q2 		$38.8M Buy
518,192
+4,073
+0.8% +$303K 4.51% 9
2024
Q1 		$38.8M Buy
514,119
+501,411
+3,946% +$37.8M 4.54% 9
2023
Q4 		$960K Buy
+12,708
New +$931K 0.12% 36

Other funds holding BIV

Envestnet Asset Management
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
ZF
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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BA
BCM Advisors Lafayette, Louisiana $514M AUM 20.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Verus Financial Partners's BIV Position: Q2 2026 in Review

Verus Financial Partners increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 5.2% in Q2 2026, buying an estimated $2.69M and bringing the position to 706,952 shares worth $54.2M. The position accounts for 4.64% of the portfolio, ranked #7.

Verus Financial Partners first reported a position in BIV in Q4 2023 and has held it in 11 quarters since. 567 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Verus Financial Partners held 706,952 shares of Vanguard Intermediate-Term Bond ETF worth $54.2M as of Q2 2026.
  • Verus Financial Partners bought 34,984 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $2.69M.
  • Vanguard Intermediate-Term Bond ETF made up 4.64% of Verus Financial Partners's portfolio in Q2 2026, its #7 holding.
  • Verus Financial Partners first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 567 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Verus Financial Partners's 13F filing for Q2 2026, filed 21 Jul 2026.