Wealthcare Advisory Partners’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Wealthcare Advisory Partners’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	$584K	Buy	7,608 +153	+2%	+$11.7K	0.01%	669
2026 Q1	$575K	Sell	7,455 -161	-2%	-$12.5K	0.01%	658
2025 Q4	$593K	Sell	7,616 -477	-6%	-$37.3K	0.01%	639
2025 Q3	$632K	Buy	8,093 +517	+7%	+$40K	0.01%	612
2025 Q2	$586K	Buy	7,576 +827	+12%	+$63K	0.01%	604
2025 Q1	$517K	Buy	6,749 +188	+3%	+$14.2K	0.01%	587
2024 Q4	$490K	Buy	6,561 +2,408	+58%	+$183K	0.01%	572
2024 Q3	$326K	Sell	4,153 -85	-2%	-$6.55K	0.01%	690
2024 Q2	$317K	Buy	4,238 +153	+4%	+$11.4K	0.01%	654
2024 Q1	$308K	Buy	4,085 +406	+11%	+$30.6K	0.01%	662
2023 Q4	$281K	Buy	3,679 +453	+14%	+$33.2K	0.01%	627
2023 Q3	$233K	Sell	3,226 -938	-23%	-$69.4K	0.01%	612
2023 Q2	$313K	Sell	4,164 -2,435	-37%	-$185K	0.01%	549
2023 Q1	$506K	Sell	6,599 -4,039	-38%	-$306K	0.02%	457
2022 Q4	$791K	Buy	10,638 +2,911	+38%	+$216K	0.04%	316
2022 Q3	$568K	Buy	7,727 +4,798	+164%	+$371K	0.03%	330
2022 Q2	$227K	Buy	+2,929	New	+$230K	0.01%	497
2022 Q1	–	Sell	-2,693	Closed	-$236K	–	543
2021 Q4	$236K	Sell	2,693 -196	-7%	-$17.4K	0.01%	501
2021 Q3	$258K	Buy	+2,889	New	+$262K	0.02%	459
2021 Q2	–	Sell	-3,925	Closed	-$348K	–	690
2021 Q1	$348K	Sell	3,925 -457	-10%	-$41.5K	0.03%	354
2020 Q4	$407K	Buy	4,382 +822	+23%	+$76.6K	0.04%	264
2020 Q3	$333K	Sell	3,560 -768	-18%	-$71.9K	0.04%	263
2020 Q2	$403K	Sell	4,328 -595	-12%	-$54.5K	0.05%	203
2020 Q1	$440K	Buy	4,923 +596	+14%	+$52.9K	0.06%	166
2019 Q4	$377K	Buy	4,327 +4	+0.1%	+$350	0.05%	209
2019 Q3	$380K	Sell	4,323 -42	-1%	-$3.67K	0.06%	180
2019 Q2	$378K	Buy	4,365 +194	+5%	+$16.4K	0.06%	170
2019 Q1	$350K	Buy	4,171 +2	+0%	+$165	0.06%	168
2018 Q4	$339K	Buy	4,169 +4	+0.1%	+$320	0.07%	148
2018 Q3	$335K	Buy	4,165 +4	+0.1%	+$323	0.06%	163
2018 Q2	$337K	Sell	4,161 -345	-8%	-$27.9K	0.07%	157
2018 Q1	$368K	Buy	4,506 +424	+10%	+$34.8K	0.08%	132
2017 Q4	$342K	Buy	4,082 +1,488	+57%	+$125K	0.09%	128
2017 Q3	$220K	Buy	+2,594	New	+$220K	0.07%	140

Other funds holding BIV

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DWS

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return

VFP

Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return

SCA

Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return

BetterWealth San Jose, California $565M AUM 23.16% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

FPTW

Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Wealthcare Advisory Partners's BIV Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 2.1% in Q2 2026, buying an estimated $11.7K and bringing the position to 7,608 shares worth $584K. The position accounts for 0.01% of the portfolio, ranked #669.

Wealthcare Advisory Partners first reported a position in BIV in Q3 2017 and has held it in 34 quarters since. The position peaked at $791K in Q4 2022. 276 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Wealthcare Advisory Partners held 7,608 shares of Vanguard Intermediate-Term Bond ETF worth $584K as of Q2 2026.
Wealthcare Advisory Partners bought 153 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $11.7K.
Vanguard Intermediate-Term Bond ETF made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #669 holding.
Wealthcare Advisory Partners first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2017 and has held it in 34 quarters since.
Wealthcare Advisory Partners's Vanguard Intermediate-Term Bond ETF position peaked at $791K in Q4 2022.
276 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.