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

VestGen Advisors’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	$2.54M	Sell	33,154 -721	-2%	-$55.4K	0.07%	258
2026 Q1	$2.59M	Sell	33,875 -27,729	-45%	-$2.16M	0.07%	249
2025 Q4	$4.8M	Buy	61,604 +39,797	+182%	+$3.11M	0.2%	110
2025 Q3	$1.7M	Buy	21,807 +623	+3%	+$48.2K	0.06%	273
2025 Q2	$1.64M	Sell	21,184 -2,303	-10%	-$175K	0.07%	248
2025 Q1	$1.8M	Buy	+23,487	New	+$1.77M	0.08%	223

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

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

VestGen Advisors's BIV Position: Q2 2026 in Review

VestGen Advisors reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 2.1% in Q2 2026, selling an estimated $55.4K and leaving 33,154 shares worth $2.54M. The position accounts for 0.07% of the portfolio, ranked #258.

VestGen Advisors first reported a position in BIV in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.8M in Q4 2025. 1,020 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

VestGen Advisors held 33,154 shares of Vanguard Intermediate-Term Bond ETF worth $2.54M as of Q2 2026.
VestGen Advisors sold 721 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $55.4K.
Vanguard Intermediate-Term Bond ETF made up 0.07% of VestGen Advisors's portfolio in Q2 2026, its #258 holding.
VestGen Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2025 and has held it in 6 quarters since.
VestGen Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $4.8M in Q4 2025.
1,020 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.