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Vima LLC’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Vima LLC’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 		$3.07K Buy
+40
New +$3.07K ﹤0.01% 331
2024
Q2 		– Sell
-179
Closed -$13.7K – 101
2024
Q1 		$13.7K Hold
179
– – 0.02% 210
2023
Q4 		$13.7K Buy
+179
New +$13.1K 0.03% 223

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

Vima LLC's BIV Position: Q2 2026 in Review

Vima LLC opened a new position in Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2026: 40 shares worth $3.07K. The stake represents ﹤0.01% of the portfolio and ranks #331 among its holdings. This is a return to the name: Vima LLC previously reported a position in BIV as recently as Q1 2024.

Vima LLC first reported a position in BIV in Q4 2023 and has held it in 3 quarters since. The position peaked at $13.7K in Q1 2024. 537 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Vima LLC held 40 shares of Vanguard Intermediate-Term Bond ETF worth $3.07K as of Q2 2026.
  • Vanguard Intermediate-Term Bond ETF was a new Vima LLC position in Q2 2026.
  • Vanguard Intermediate-Term Bond ETF made up ﹤0.01% of Vima LLC's portfolio in Q2 2026, its #331 holding.
  • Vima LLC first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2023 and has held it in 3 quarters since.
  • Vima LLC's Vanguard Intermediate-Term Bond ETF position peaked at $13.7K in Q1 2024.
  • 537 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Vima LLC's 13F filing for Q2 2026, filed 24 Jul 2026.