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

Waverly 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
Q1 		$10.7M Buy
138,685
+20,714
+18% +$1.61M 0.08% 239
2025
Q4 		$9.19M Buy
117,971
+78,614
+200% +$6.15M 0.07% 261
2025
Q3 		$3.07M Buy
39,357
+891
+2% +$69K 0.03% 414
2025
Q2 		$2.97M Sell
38,466
-905
-2% -$68.9K 0.03% 402
2025
Q1 		$3.01M Sell
39,371
-71
-0.2% -$5.36K 0.04% 394
2024
Q4 		$2.95M Buy
39,442
+2,019
+5% +$154K 0.05% 306
2024
Q3 		$2.93M Buy
37,423
+1,297
+4% +$100K 0.05% 271
2024
Q2 		$2.71M Buy
36,126
+2,910
+9% +$216K 0.05% 268
2024
Q1 		$2.5M Buy
33,216
+1,083
+3% +$81.6K 0.06% 227
2023
Q4 		$2.45M Buy
32,133
+135
+0.4% +$9.89K 0.09% 127
2023
Q3 		$2.31M Sell
31,998
-8,444
-21% -$625K 0.1% 121
2023
Q2 		$3.04M Buy
40,442
+29,047
+255% +$2.21M 0.13% 108
2023
Q1 		$874K Sell
11,395
-4,063
-26% -$308K 0.05% 151
2022
Q4 		$1.15M Buy
15,458
+5,500
+55% +$408K 0.06% 123
2022
Q3 		$732K Buy
9,958
+3,965
+66% +$307K 0.05% 129
2022
Q2 		$465K Buy
+5,993
New +$470K 0.04% 135

Other funds holding BIV

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Waverly Advisors's BIV Position: Q1 2026 in Review

Waverly Advisors increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 18% in Q1 2026, buying an estimated $1.61M and bringing the position to 138,685 shares worth $10.7M. The position accounts for 0.08% of the portfolio, ranked #239.

Waverly Advisors first reported a position in BIV in Q2 2022 and has held it in 16 quarters since. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

  • Waverly Advisors held 138,685 shares of Vanguard Intermediate-Term Bond ETF worth $10.7M as of Q1 2026.
  • Waverly Advisors bought 20,714 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $1.61M.
  • Vanguard Intermediate-Term Bond ETF made up 0.08% of Waverly Advisors's portfolio in Q1 2026, its #239 holding.
  • Waverly Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2022 and has held it in 16 quarters since.
  • 1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.