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

Wealth Enhancement Advisory Services’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	$77.1M	Buy	1,014,569 +74,860	+8%	+$5.75M	0.13%	136
2026 Q1	$72.4M	Sell	939,709 -557,301	-37%	-$43.4M	0.15%	125
2025 Q4	$117M	Sell	1,497,010 -505,565	-25%	-$39.5M	0.16%	113
2025 Q3	$156M	Buy	2,002,575 +23,173	+1%	+$1.79M	0.24%	80
2025 Q2	$152M	Buy	1,979,402 +217,357	+12%	+$16.6M	0.25%	77
2025 Q1	$135M	Buy	1,762,045 +53,494	+3%	+$4.04M	0.26%	74
2024 Q4	$128M	Buy	1,708,551 +98,206	+6%	+$7.47M	0.24%	76
2024 Q3	$126M	Buy	1,610,345 +597,770	+59%	+$46.1M	0.27%	71
2024 Q2	$75.8M	Buy	1,012,575 +33,106	+3%	+$2.46M	0.18%	113
2024 Q1	$73.9M	Buy	979,469 +48,695	+5%	+$3.67M	0.19%	112
2023 Q4	$71.1M	Sell	930,774 -9,520	-1%	-$697K	0.21%	110
2023 Q3	$68M	Buy	+940,294	New	+$69.6M	0.22%	97

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

Wealth Enhancement Advisory Services's BIV Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 8% in Q2 2026, buying an estimated $5.75M and bringing the position to 1,014,569 shares worth $77.1M. The position accounts for 0.13% of the portfolio, ranked #136.

Wealth Enhancement Advisory Services first reported a position in BIV in Q3 2023 and has held it in 12 quarters since. The position peaked at $156M in Q3 2025. 1,014 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Wealth Enhancement Advisory Services held 1,014,569 shares of Vanguard Intermediate-Term Bond ETF worth $77.1M as of Q2 2026.
Wealth Enhancement Advisory Services bought 74,860 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $5.75M.
Vanguard Intermediate-Term Bond ETF made up 0.13% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #136 holding.
Wealth Enhancement Advisory Services first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's Vanguard Intermediate-Term Bond ETF position peaked at $156M in Q3 2025.
1,014 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.