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

Wealthquest’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
2025
Q3 		– Sell
-3,167
Closed -$245K – 56
2025
Q2 		$245K Buy
3,167
+193
+6% +$14.7K 0.02% 121
2025
Q1 		$228K Buy
+2,974
New +$224K 0.02% 120
2019
Q3 		– Sell
-2,989
Closed -$258K – 129
2019
Q2 		$258K Hold
2,989
– – 0.1% 102
2019
Q1 		$250K Buy
+2,989
New +$246K 0.09% 109
2015
Q3 		$332K Buy
+3,918
New +$330K 0.6% 24

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wealthquest's BIV Position: Q3 2025 in Review

Wealthquest sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2025, closing a stake of 3,167 shares — an estimated $245K sold.

Wealthquest first reported a position in BIV in Q3 2015 and held it in 5 quarters. The position peaked at $332K in Q3 2015. 925 funds tracked by Wall St. Rank hold BIV as of Q3 2025.

  • Wealthquest reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Wealthquest sold 3,167 Vanguard Intermediate-Term Bond ETF shares in Q3 2025, an estimated $245K.
  • Wealthquest first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2015 and held it in 5 quarters.
  • Wealthquest's Vanguard Intermediate-Term Bond ETF position peaked at $332K in Q3 2015.
  • 925 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2025.

Based on Wealthquest's 13F filing for Q3 2025, filed 5 Nov 2025.