Wealthspire Advisors (New York)’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Wealthspire Advisors (New York)’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	$648K	Buy	8,442 +5,211	+161%	+$400K	﹤0.01%	700
2026 Q1	$249K	Sell	3,231 -977	-23%	-$76.1K	﹤0.01%	788
2025 Q4	$328K	Buy	4,208 +960	+30%	+$75.1K	﹤0.01%	771
2025 Q3	$254K	Buy	3,248 +345	+12%	+$26.7K	﹤0.01%	724
2025 Q2	$225K	Sell	2,903 -194	-6%	-$14.8K	﹤0.01%	751
2025 Q1	$237K	Hold	3,097	–	–	﹤0.01%	702
2024 Q4	$231K	Sell	3,097 -368	-11%	-$28K	﹤0.01%	710
2024 Q3	$272K	Hold	3,465	–	–	﹤0.01%	639
2024 Q2	$260K	Sell	3,465 -13,710	-80%	-$1.02M	﹤0.01%	570
2024 Q1	$1.29M	Buy	17,175 +8	+0%	+$603	0.02%	271
2023 Q4	$1.31M	Sell	17,167 -360	-2%	-$26.4K	0.02%	265
2023 Q3	$1.27M	Buy	17,527 +11,898	+211%	+$880K	0.02%	240
2023 Q2	$424K	Sell	5,629 -165	-3%	-$12.6K	0.01%	396
2023 Q1	$445K	Sell	5,794 -384	-6%	-$29.1K	0.01%	370
2022 Q4	$459K	Sell	6,178 -15,094	-71%	-$1.12M	0.01%	382
2022 Q3	$1.56M	Buy	+21,272	New	+$1.65M	0.03%	172

Other funds holding BIV

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Wealthspire Advisors (New York)'s BIV Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 161% in Q2 2026, buying an estimated $400K and bringing the position to 8,442 shares worth $648K. The position accounts for ﹤0.01% of the portfolio, ranked #700.

Wealthspire Advisors (New York) first reported a position in BIV in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.56M in Q3 2022. 1,024 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Wealthspire Advisors (New York) held 8,442 shares of Vanguard Intermediate-Term Bond ETF worth $648K as of Q2 2026.
Wealthspire Advisors (New York) bought 5,211 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $400K.
Vanguard Intermediate-Term Bond ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #700 holding.
Wealthspire Advisors (New York) first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2022 and has held it in 16 quarters since.
Wealthspire Advisors (New York)'s Vanguard Intermediate-Term Bond ETF position peaked at $1.56M in Q3 2022.
1,024 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.