Vima LLC
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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
Q3 		$2.91K Hold
40
– – ﹤0.01% 312
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

True Link Financial Advisors
True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return
Retirement Investment Advisors
Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Family Investment Center
Family Investment Center Saint Joseph, Missouri $606M AUM 13.02% 1-Year Est. Return

Vima LLC's BIV Position: Q3 2026 in Review

Vima LLC held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q3 2026 at 40 shares worth $2.91K. The position accounts for ﹤0.01% of the portfolio, ranked #312.

Vima LLC first reported a position in BIV in Q4 2023 and has held it in 4 quarters since. The position peaked at $13.7K in Q1 2024. 475 funds tracked by Wall St. Rank hold BIV as of Q3 2026.

  • Vima LLC held 40 shares of Vanguard Intermediate-Term Bond ETF worth $2.91K as of Q3 2026.
  • Vima LLC left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q3 2026.
  • Vanguard Intermediate-Term Bond ETF made up ﹤0.01% of Vima LLC's portfolio in Q3 2026, its #312 holding.
  • Vima LLC first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2023 and has held it in 4 quarters since.
  • Vima LLC's Vanguard Intermediate-Term Bond ETF position peaked at $13.7K in Q1 2024.
  • 475 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2026.

Based on Vima LLC's 13F filing for Q3 2026, filed 23 Oct 2026.