Websterrogers Financial Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Websterrogers Financial Advisors’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	$782K	Sell	10,189 -19	-0.2%	-$1.46K	0.2%	49
2026 Q1	$788K	Buy	10,208 +16	+0.2%	+$1.25K	0.23%	47
2025 Q4	$794K	Sell	10,192 -2	-0%	-$156	0.23%	47
2025 Q3	$796K	Buy	10,194 +18	+0.2%	+$1.39K	0.24%	46
2025 Q2	$787K	Sell	10,176 -4	-0%	-$305	0.25%	45
2025 Q1	$779K	Sell	10,180 -3,337	-25%	-$252K	0.27%	45
2024 Q4	$1.01M	Sell	13,517 -96	-0.7%	-$7.3K	0.35%	40
2024 Q3	$1.07M	Buy	13,613 +86	+0.6%	+$6.63K	0.37%	39
2024 Q2	$1.01M	Sell	13,527 -10,281	-43%	-$764K	0.36%	38
2024 Q1	$1.8M	Sell	23,808 -108,622	-82%	-$8.19M	0.64%	30
2023 Q4	$10.1M	Sell	132,430 -160,463	-55%	-$11.8M	4.22%	9
2023 Q3	$21.2M	Buy	292,893 +95,705	+49%	+$7.08M	9.31%	2
2023 Q2	$14.8M	Buy	197,188 +9,313	+5%	+$709K	6.46%	3
2023 Q1	$14.4M	Buy	187,875 +63,862	+51%	+$4.84M	6.63%	2
2022 Q4	$9.22M	Buy	124,013 +101,150	+442%	+$7.5M	4.46%	5
2022 Q3	$1.68M	Buy	22,863 +18,416	+414%	+$1.42M	0.88%	17
2022 Q2	$345K	Sell	4,447 -36,139	-89%	-$2.83M	0.17%	49
2022 Q1	$3.3M	Buy	+40,586	New	+$3.43M	1.69%	13

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

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

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

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Brighton Securities Rochester, New York $233M AUM 15.96% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Websterrogers Financial Advisors's BIV Position: Q2 2026 in Review

Websterrogers Financial Advisors reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0.19% in Q2 2026, selling an estimated $1.46K and leaving 10,189 shares worth $782K. The position accounts for 0.2% of the portfolio, ranked #49.

Websterrogers Financial Advisors first reported a position in BIV in Q1 2022 and has held it in 18 quarters since. The position peaked at $21.2M in Q3 2023. 191 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Websterrogers Financial Advisors held 10,189 shares of Vanguard Intermediate-Term Bond ETF worth $782K as of Q2 2026.
Websterrogers Financial Advisors sold 19 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $1.46K.
Vanguard Intermediate-Term Bond ETF made up 0.2% of Websterrogers Financial Advisors's portfolio in Q2 2026, its #49 holding.
Websterrogers Financial Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2022 and has held it in 18 quarters since.
Websterrogers Financial Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $21.2M in Q3 2023.
191 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Websterrogers Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.