Wescott Financial Advisory Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Wescott Financial Advisory Group’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	$32.1M	Buy	418,386 +28,152	+7%	+$2.16M	2.49%	11
2026 Q1	$30.1M	Buy	390,234 +42,712	+12%	+$3.33M	2.64%	11
2025 Q4	$27.1M	Buy	347,522 +14,169	+4%	+$1.11M	2.36%	12
2025 Q3	$26M	Buy	333,353 +34,167	+11%	+$2.65M	2.34%	13
2025 Q2	$23.1M	Buy	299,186 +16,773	+6%	+$1.28M	2.21%	14
2025 Q1	$21.6M	Buy	282,413 +33,934	+14%	+$2.56M	2.24%	14
2024 Q4	$18.6M	Buy	248,479 +67,135	+37%	+$5.1M	1.92%	14
2024 Q3	$14.2M	Buy	181,344 +37,565	+26%	+$2.9M	1.53%	15
2024 Q2	$10.8M	Buy	143,779 +5,392	+4%	+$401K	1.25%	18
2024 Q1	$10.4M	Buy	138,387 +3,252	+2%	+$245K	1.3%	15
2023 Q4	$10.3M	Buy	135,135 +51,596	+62%	+$3.78M	1.45%	15
2023 Q3	$6.04M	Buy	83,539 +6,593	+9%	+$488K	1.1%	19
2023 Q2	$5.79M	Buy	76,946 +11,428	+17%	+$870K	1.02%	21
2023 Q1	$5.03M	Buy	65,518 +24,464	+60%	+$1.85M	1.09%	20
2022 Q4	$3.05M	Buy	41,054 +33,829	+468%	+$2.51M	0.66%	33
2022 Q3	$531K	Buy	+7,225	New	+$559K	0.15%	82

Other funds holding BIV

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Wescott Financial Advisory Group's BIV Position: Q2 2026 in Review

Wescott Financial Advisory Group increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 7.2% in Q2 2026, buying an estimated $2.16M and bringing the position to 418,386 shares worth $32.1M. The position accounts for 2.49% of the portfolio, ranked #11.

Wescott Financial Advisory Group first reported a position in BIV in Q3 2022 and has held it in 16 quarters since. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Wescott Financial Advisory Group held 418,386 shares of Vanguard Intermediate-Term Bond ETF worth $32.1M as of Q2 2026.
Wescott Financial Advisory Group bought 28,152 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $2.16M.
Vanguard Intermediate-Term Bond ETF made up 2.49% of Wescott Financial Advisory Group's portfolio in Q2 2026, its #11 holding.
Wescott Financial Advisory Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2022 and has held it in 16 quarters since.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.