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Waller Financial Planning Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Waller Financial Planning Group’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 		$2.66M Sell
34,727
-1,274
-4% -$97.8K 0.55% 22
2026
Q1 		$2.78M Buy
36,001
+775
+2% +$60.3K 0.61% 22
2025
Q4 		$2.74M Sell
35,226
-3,192
-8% -$250K 0.61% 23
2025
Q3 		$3M Sell
38,418
-868
-2% -$67.2K 0.69% 25
2025
Q2 		$3.04M Buy
39,286
+4,383
+13% +$334K 0.73% 25
2025
Q1 		$2.67M Sell
34,903
-5,665
-14% -$427K 0.75% 26
2024
Q4 		$3.03M Buy
40,568
+1,094
+3% +$83.2K 0.76% 25
2024
Q3 		$3.09M Buy
39,474
+58
+0.1% +$4.47K 0.77% 27
2024
Q2 		$2.95M Sell
39,416
-495
-1% -$36.8K 0.79% 27
2024
Q1 		$3.01M Sell
39,911
-2,151
-5% -$162K 0.8% 27
2023
Q4 		$3.21M Buy
42,062
+1,385
+3% +$101K 0.84% 28
2023
Q3 		$2.94M Sell
40,677
-384
-0.9% -$28.4K 0.86% 28
2023
Q2 		$3.09M Buy
41,061
+1,542
+4% +$117K 0.85% 28
2023
Q1 		$3.03M Buy
39,519
+4,856
+14% +$368K 0.86% 29
2022
Q4 		$2.58M Sell
34,663
-10,406
-23% -$771K 0.75% 26
2022
Q3 		$3.31M Buy
45,069
+7,801
+21% +$603K 1.01% 23
2022
Q2 		$2.89M Sell
37,268
-19,564
-34% -$1.53M 0.85% 24
2022
Q1 		$4.66M Sell
56,832
-28,555
-33% -$2.41M 1.23% 22
2021
Q4 		$7.48M Buy
85,387
+17,866
+26% +$1.59M 1.87% 15
2021
Q3 		$6.04M Buy
67,521
+3,791
+6% +$343K 1.6% 17
2021
Q2 		$5.73M Sell
63,730
-589
-0.9% -$52.6K 1.54% 17
2021
Q1 		$5.71M Buy
64,319
+3,260
+5% +$296K 1.64% 16
2020
Q4 		$5.67M Buy
61,059
+10,482
+21% +$976K 1.77% 16
2020
Q3 		$4.73M Buy
50,577
+5,073
+11% +$475K 1.73% 18
2020
Q2 		$4.24M Buy
45,504
+14,460
+47% +$1.32M 1.65% 21
2020
Q1 		$2.77M Buy
31,044
+21,443
+223% +$1.9M 1.45% 21
2019
Q4 		$837K Buy
9,601
+529
+6% +$46.3K 0.42% 28
2019
Q3 		$793K Buy
9,072
+715
+9% +$62.5K 0.42% 30
2019
Q2 		$717K Sell
8,357
-737
-8% -$62.3K 0.4% 31
2019
Q1 		$757K Sell
9,094
-40
-0.4% -$3.29K 0.44% 32
2018
Q4 		$743K Buy
+9,134
New +$731K 0.51% 31

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 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

Waller Financial Planning Group's BIV Position: Q2 2026 in Review

Waller Financial Planning Group reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 3.5% in Q2 2026, selling an estimated $97.8K and leaving 34,727 shares worth $2.66M. The position accounts for 0.55% of the portfolio, ranked #22.

Waller Financial Planning Group first reported a position in BIV in Q4 2018 and has held it in 31 quarters since. The position peaked at $7.48M in Q4 2021. 698 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Waller Financial Planning Group held 34,727 shares of Vanguard Intermediate-Term Bond ETF worth $2.66M as of Q2 2026.
  • Waller Financial Planning Group sold 1,274 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $97.8K.
  • Vanguard Intermediate-Term Bond ETF made up 0.55% of Waller Financial Planning Group's portfolio in Q2 2026, its #22 holding.
  • Waller Financial Planning Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2018 and has held it in 31 quarters since.
  • Waller Financial Planning Group's Vanguard Intermediate-Term Bond ETF position peaked at $7.48M in Q4 2021.
  • 698 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Waller Financial Planning Group's 13F filing for Q2 2026, filed 7 Jul 2026.