WLIM
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White Lighthouse Investment Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

White Lighthouse Investment Management’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 		$3.75M Sell
48,922
-381
-0.8% -$29.2K 0.47% 36
2026
Q1 		$3.81M Sell
49,303
-427
-0.9% -$33.2K 0.53% 33
2025
Q4 		$3.87M Buy
49,730
+1,282
+3% +$100K 0.54% 35
2025
Q3 		$3.78M Sell
48,448
-883
-2% -$68.4K 0.58% 32
2025
Q2 		$3.82M Sell
49,331
-55
-0.1% -$4.19K 0.62% 32
2025
Q1 		$3.78M Sell
49,386
-2,667
-5% -$201K 0.68% 31
2024
Q4 		$3.89M Buy
52,053
+3,248
+7% +$247K 0.68% 31
2024
Q3 		$3.82M Buy
48,805
+2,804
+6% +$216K 0.69% 31
2024
Q2 		$3.45M Buy
46,001
+2,457
+6% +$183K 0.66% 31
2024
Q1 		$3.28M Buy
43,544
+5,064
+13% +$382K 0.67% 32
2023
Q4 		$2.94M Buy
38,480
+18,902
+97% +$1.38M 0.64% 33
2023
Q3 		$1.42M Buy
19,578
+10,555
+117% +$781K 0.34% 50
2023
Q2 		$679K Buy
9,023
+922
+11% +$70.2K 0.16% 72
2023
Q1 		$622K Sell
8,101
-354
-4% -$26.8K 0.16% 77
2022
Q4 		$628K Sell
8,455
-1,955
-19% -$145K 0.17% 74
2022
Q3 		$765K Sell
10,410
-5,008
-32% -$387K 0.22% 62
2022
Q2 		$1.2M Sell
15,418
-26,563
-63% -$2.08M 0.34% 52
2022
Q1 		$3.44M Sell
41,981
-3,196
-7% -$270K 0.87% 26
2021
Q4 		$3.96M Sell
45,177
-2,540
-5% -$225K 0.99% 24
2021
Q3 		$4.27M Sell
47,717
-560
-1% -$50.7K 1.15% 24
2021
Q2 		$4.34M Buy
48,277
+1,246
+3% +$111K 1.19% 23
2021
Q1 		$4.17M Buy
47,031
+6,008
+15% +$546K 1.28% 21
2020
Q4 		$3.81M Buy
41,023
+4,221
+11% +$393K 1.22% 22
2020
Q3 		$3.44M Buy
36,802
+92
+0.3% +$8.62K 1.19% 22
2020
Q2 		$3.42M Sell
36,710
-4,453
-11% -$408K 1.26% 22
2020
Q1 		$3.68M Buy
41,163
+2,580
+7% +$229K 1.54% 19
2019
Q4 		$3.37M Sell
38,583
-215
-0.6% -$18.8K 1.23% 22
2019
Q3 		$3.41M Sell
38,798
-60
-0.2% -$5.24K 1.37% 19
2019
Q2 		$3.36M Buy
38,858
+145
+0.4% +$12.2K 1.4% 19
2019
Q1 		$3.25M Buy
38,713
+1,199
+3% +$98.7K 1.49% 18
2018
Q4 		$3.05M Buy
37,514
+5,335
+17% +$427K 1.68% 15
2018
Q3 		$2.59M Buy
32,179
+6,311
+24% +$510K 1.32% 19
2018
Q2 		$2.1M Buy
25,868
+18,176
+236% +$1.47M 1.15% 24
2018
Q1 		$629K Buy
+7,692
New +$631K 0.36% 64

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

White Lighthouse Investment Management's BIV Position: Q2 2026 in Review

White Lighthouse Investment Management reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0.77% in Q2 2026, selling an estimated $29.2K and leaving 48,922 shares worth $3.75M. The position accounts for 0.47% of the portfolio, ranked #36.

White Lighthouse Investment Management first reported a position in BIV in Q1 2018 and has held it in 34 quarters since. The position peaked at $4.34M in Q2 2021. 698 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • White Lighthouse Investment Management held 48,922 shares of Vanguard Intermediate-Term Bond ETF worth $3.75M as of Q2 2026.
  • White Lighthouse Investment Management sold 381 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $29.2K.
  • Vanguard Intermediate-Term Bond ETF made up 0.47% of White Lighthouse Investment Management's portfolio in Q2 2026, its #36 holding.
  • White Lighthouse Investment Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2018 and has held it in 34 quarters since.
  • White Lighthouse Investment Management's Vanguard Intermediate-Term Bond ETF position peaked at $4.34M in Q2 2021.
  • 698 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on White Lighthouse Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.