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Westwood Holdings Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Westwood Holdings 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
2025
Q3 		– Sell
-27,878
Closed -$2.16M – 494
2025
Q2 		$2.16M Sell
27,878
-1,293
-4% -$98.5K 0.02% 329
2025
Q1 		$2.23M Sell
29,171
-1,308
-4% -$98.7K 0.02% 311
2024
Q4 		$2.28M Buy
30,479
+41
+0.1% +$3.12K 0.02% 311
2024
Q3 		$2.39M Buy
30,438
+11,556
+61% +$891K 0.01% 324
2024
Q2 		$1.41M Buy
18,882
+110
+0.6% +$8.17K 0.01% 337
2024
Q1 		$1.42M Buy
18,772
+804
+4% +$60.6K 0.01% 337
2023
Q4 		$1.37M Buy
17,968
+1,306
+8% +$95.7K 0.01% 342
2023
Q3 		$1.21M Buy
16,662
+9,405
+130% +$696K 0.01% 331
2023
Q2 		$546K Sell
7,257
-6,960
-49% -$530K ﹤0.01% 386
2023
Q1 		$1.09M Sell
14,217
-2,902
-17% -$220K 0.01% 346
2022
Q4 		$1.27M Sell
17,119
-7,166
-30% -$531K 0.01% 335
2022
Q3 		$1.78M Buy
24,285
+7,352
+43% +$569K 0.02% 274
2022
Q2 		$1.31M Buy
+16,933
New +$1.33M 0.01% 321
2022
Q1 		– Sell
-6,581
Closed -$576K – 453
2021
Q4 		$576K Buy
6,581
+401
+6% +$35.6K 0.01% 372
2021
Q3 		$553K Sell
6,180
-1,701
-22% -$154K 0.01% 372
2021
Q2 		$709K Buy
7,881
+658
+9% +$58.8K 0.01% 367
2021
Q1 		$641K Buy
7,223
+1,327
+23% +$121K 0.01% 365
2020
Q4 		$547K Buy
5,896
+2,024
+52% +$188K 0.01% 363
2020
Q3 		$362K Buy
+3,872
New +$363K ﹤0.01% 364

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

Westwood Holdings Group's BIV Position: Q3 2025 in Review

Westwood Holdings Group sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2025, closing a stake of 27,878 shares — an estimated $2.16M sold.

Westwood Holdings Group first reported a position in BIV in Q3 2020 and held it in 19 quarters. The position peaked at $2.39M in Q3 2024. 924 funds tracked by Wall St. Rank hold BIV as of Q3 2025.

  • Westwood Holdings Group reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Westwood Holdings Group sold 27,878 Vanguard Intermediate-Term Bond ETF shares in Q3 2025, an estimated $2.16M.
  • Westwood Holdings Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2020 and held it in 19 quarters.
  • Westwood Holdings Group's Vanguard Intermediate-Term Bond ETF position peaked at $2.39M in Q3 2024.
  • 924 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2025.

Based on Westwood Holdings Group's 13F filing for Q3 2025, filed 14 Nov 2025.