Vestmark Advisory Solutions’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Vestmark Advisory Solutions’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	$24.7M	Buy	321,738 +51,871	+19%	+$3.98M	0.23%	94
2026 Q1	$20.8M	Buy	269,867 +129,552	+92%	+$10.1M	0.23%	93
2025 Q4	$10.9M	Buy	140,315 +12,221	+10%	+$956K	0.15%	135
2025 Q3	$10M	Buy	128,094 +3,260	+3%	+$252K	0.19%	112
2025 Q2	$9.65M	Sell	124,834 -11,509	-8%	-$877K	0.14%	119
2025 Q1	$10.4M	Buy	+136,343	New	+$10.3M	0.27%	86
2023 Q2	–	Sell	-2,994	Closed	-$230K	–	882
2023 Q1	$230K	Sell	2,994 -257	-8%	-$19.5K	0.01%	781
2022 Q4	$242K	Buy	+3,251	New	+$241K	0.01%	738
2021 Q2	–	Sell	-3,889	Closed	-$345K	–	770
2021 Q1	$345K	Sell	3,889 -762	-16%	-$69.2K	0.03%	553
2020 Q4	$432K	Buy	4,651 +286	+7%	+$26.6K	0.05%	390
2020 Q3	$408K	Buy	+4,365	New	+$409K	0.05%	362
2019 Q4	–	Sell	-3,308	Closed	-$291K	–	282
2019 Q3	$291K	Sell	3,308 -1,798	-35%	-$157K	0.05%	418
2019 Q2	$442K	Buy	5,106 +443	+10%	+$37.4K	0.08%	307
2019 Q1	$391K	Buy	+4,663	New	+$384K	0.07%	332

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

Vestmark Advisory Solutions's BIV Position: Q2 2026 in Review

Vestmark Advisory Solutions increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 19% in Q2 2026, buying an estimated $3.98M and bringing the position to 321,738 shares worth $24.7M. The position accounts for 0.23% of the portfolio, ranked #94.

Vestmark Advisory Solutions first reported a position in BIV in Q1 2019 and has held it in 14 quarters since. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Vestmark Advisory Solutions held 321,738 shares of Vanguard Intermediate-Term Bond ETF worth $24.7M as of Q2 2026.
Vestmark Advisory Solutions bought 51,871 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $3.98M.
Vanguard Intermediate-Term Bond ETF made up 0.23% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #94 holding.
Vestmark Advisory Solutions first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2019 and has held it in 14 quarters since.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.