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

Westfuller 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 Q1	$2.78M	Sell	36,016 -1,376	-4%	-$107K	1.2%	19
2025 Q4	$2.91M	Sell	37,392 -3,219	-8%	-$252K	1.18%	24
2025 Q3	$3.17M	Sell	40,611 -1,186	-3%	-$91.8K	1.44%	19
2025 Q2	$3.23M	Buy	41,797 +229	+0.6%	+$17.4K	1.84%	13
2025 Q1	$3.18M	Buy	41,568 +2,084	+5%	+$157K	2.13%	11
2024 Q4	$2.95M	Buy	39,484 +235	+0.6%	+$17.9K	1.87%	16
2024 Q3	$3.08M	Buy	+39,249	New	+$3.03M	2.21%	12
2024 Q1	$2.51M	Buy	+33,279	New	+$2.51M	3.01%	9

Other funds holding BIV

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return

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

Westfuller Advisors's BIV Position: Q1 2026 in Review

Westfuller Advisors reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 3.7% in Q1 2026, selling an estimated $107K and leaving 36,016 shares worth $2.78M. The position accounts for 1.2% of the portfolio, ranked #19.

Westfuller Advisors first reported a position in BIV in Q1 2024 and has held it in 8 quarters since. The position peaked at $3.23M in Q2 2025. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

Westfuller Advisors held 36,016 shares of Vanguard Intermediate-Term Bond ETF worth $2.78M as of Q1 2026.
Westfuller Advisors sold 1,376 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $107K.
Vanguard Intermediate-Term Bond ETF made up 1.2% of Westfuller Advisors's portfolio in Q1 2026, its #19 holding.
Westfuller Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2024 and has held it in 8 quarters since.
Westfuller Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $3.23M in Q2 2025.
1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Westfuller Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.