WAT
BIV icon

Wealth Advisory Team’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Wealth Advisory Team’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 		$6.66M Buy
+86,829
New +$6.67M 5.41% 6
2025
Q4 		$6.67M Buy
+85,614
New +$6.7M 5.89% 7
2025
Q2 		$6.59M Buy
+85,264
New +$6.49M 6.17% 7

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
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 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

Wealth Advisory Team's BIV Position: Q2 2026 in Review

Wealth Advisory Team opened a new position in Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2026: 86,829 shares worth $6.66M. The stake represents 5.41% of the portfolio and ranks #6 among its holdings. This is a return to the name: Wealth Advisory Team previously reported a position in BIV as recently as Q4 2025.

Wealth Advisory Team first reported a position in BIV in Q2 2025 and has held it in 3 quarters since. The position peaked at $6.67M in Q4 2025. 770 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Wealth Advisory Team held 86,829 shares of Vanguard Intermediate-Term Bond ETF worth $6.66M as of Q2 2026.
  • Vanguard Intermediate-Term Bond ETF was a new Wealth Advisory Team position in Q2 2026.
  • Vanguard Intermediate-Term Bond ETF made up 5.41% of Wealth Advisory Team's portfolio in Q2 2026, its #6 holding.
  • Wealth Advisory Team first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2025 and has held it in 3 quarters since.
  • Wealth Advisory Team's Vanguard Intermediate-Term Bond ETF position peaked at $6.67M in Q4 2025.
  • 770 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Wealth Advisory Team's 13F filing for Q2 2026, filed 23 Jul 2026.