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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
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

VestGen Advisors's BIV Position: Q1 2026 in Review

VestGen Advisors reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 45% in Q1 2026, selling an estimated $2.16M and leaving 33,875 shares worth $2.59M. The position accounts for 0.07% of the portfolio, ranked #249.

VestGen Advisors first reported a position in BIV in Q1 2025 and has held it in 5 quarters since. The position peaked at $4.8M in Q4 2025. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

  • VestGen Advisors held 33,875 shares of Vanguard Intermediate-Term Bond ETF worth $2.59M as of Q1 2026.
  • VestGen Advisors sold 27,729 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $2.16M.
  • Vanguard Intermediate-Term Bond ETF made up 0.07% of VestGen Advisors's portfolio in Q1 2026, its #249 holding.
  • VestGen Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • VestGen Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $4.8M in Q4 2025.
  • 1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on VestGen Advisors's 13F filing for Q1 2026, filed 14 May 2026.