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

Visionary Wealth 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	$242K	Buy	+3,157	New	+$242K	0.01%	601
2022 Q3	–	Sell	-4,068	Closed	-$316K	–	410
2022 Q2	$316K	Sell	4,068 -53	-1%	-$4.16K	0.03%	314
2022 Q1	$338K	Buy	4,121 +1,556	+61%	+$131K	0.03%	304
2021 Q4	$225K	Buy	+2,565	New	+$228K	0.02%	344

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

Visionary Wealth Advisors's BIV Position: Q2 2026 in Review

Visionary Wealth Advisors opened a new position in Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2026: 3,157 shares worth $242K. The stake represents 0.01% of the portfolio and ranks #601 among its holdings. This is a return to the name: Visionary Wealth Advisors previously reported a position in BIV as recently as Q2 2022.

Visionary Wealth Advisors first reported a position in BIV in Q4 2021 and has held it in 4 quarters since. The position peaked at $338K in Q1 2022. 1,020 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Visionary Wealth Advisors held 3,157 shares of Vanguard Intermediate-Term Bond ETF worth $242K as of Q2 2026.
Vanguard Intermediate-Term Bond ETF was a new Visionary Wealth Advisors position in Q2 2026.
Vanguard Intermediate-Term Bond ETF made up 0.01% of Visionary Wealth Advisors's portfolio in Q2 2026, its #601 holding.
Visionary Wealth Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2021 and has held it in 4 quarters since.
Visionary Wealth Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $338K in Q1 2022.
1,020 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.