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

Wealthfront’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
2018 Q3	$10.6M	Buy	131,359 +82,150	+167%	+$6.64M	0.1%	35
2018 Q2	$3.98M	Buy	49,209 +35,924	+270%	+$2.9M	0.04%	68
2018 Q1	$1.09M	Buy	13,285 +6,997	+111%	+$574K	0.01%	238
2017 Q4	$527K	Buy	6,288 +203	+3%	+$17.1K	0.01%	349
2017 Q3	$515K	Sell	6,085 -65	-1%	-$5.52K	0.01%	322
2017 Q2	$520K	Sell	6,150 -458	-7%	-$38.7K	0.01%	260
2017 Q1	$552K	Sell	6,608 -155	-2%	-$12.9K	0.01%	208
2016 Q4	$562K	Buy	6,763 +1,728	+34%	+$147K	0.01%	179
2016 Q3	$441K	Buy	5,035 +61	+1%	+$5.35K	0.01%	201
2016 Q2	$438K	Sell	4,974 -208	-4%	-$18K	0.01%	190
2016 Q1	$447K	Sell	5,182 -613	-11%	-$52K	0.01%	169
2015 Q4	$481K	Buy	5,795 +3,997	+222%	+$336K	0.02%	149
2015 Q3	$153K	Sell	1,798 -4,432	-71%	-$373K	0.01%	330
2015 Q2	$523K	Sell	6,230 -126	-2%	-$10.7K	0.02%	103
2015 Q1	$548K	Buy	6,356 +1,746	+38%	+$150K	0.03%	77
2014 Q4	$390K	Sell	4,610 -150	-3%	-$12.8K	0.02%	89
2014 Q3	$401K	Buy	+4,760	New	+$402K	0.03%	70
2014 Q2	–	Sell	-159	Closed	-$13K	–	597
2014 Q1	$13K	Buy	+159	New	+$13.2K	﹤0.01%	480

Other funds holding BIV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

DDSF

Diana Davis Spencer Foundation Bethesda, Maryland $39.3M AUM 1.14% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

Wealthfront's BIV Position: Q3 2018 in Review

Wealthfront increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 167% in Q3 2018, buying an estimated $6.64M and bringing the position to 131,359 shares worth $10.6M. The position accounts for 0.1% of the portfolio, ranked #35.

Wealthfront first reported a position in BIV in Q1 2014 and has held it in 18 quarters since. 380 funds tracked by Wall St. Rank hold BIV as of Q3 2018.

Wealthfront held 131,359 shares of Vanguard Intermediate-Term Bond ETF worth $10.6M as of Q3 2018.
Wealthfront bought 82,150 Vanguard Intermediate-Term Bond ETF shares in Q3 2018, an estimated $6.64M.
Vanguard Intermediate-Term Bond ETF made up 0.1% of Wealthfront's portfolio in Q3 2018, its #35 holding.
Wealthfront first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2014 and has held it in 18 quarters since.
380 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.