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Wilkins Miller Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Wilkins Miller Wealth 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 		$3.65M Buy
47,601
+2,759
+6% +$212K 2.01% 16
2026
Q1 		$3.46M Buy
44,842
+9,314
+26% +$725K 2.09% 15
2025
Q4 		$2.77M Buy
35,528
+14,963
+73% +$1.17M 1.65% 19
2025
Q3 		$1.59M Buy
20,565
+8,618
+72% +$667K 0.98% 30
2025
Q2 		$924K Buy
11,947
+3,269
+38% +$249K 0.63% 43
2025
Q1 		$664K Buy
8,678
+2,179
+34% +$164K 0.5% 46
2024
Q4 		$486K Buy
+6,499
New +$494K 0.51% 38

Other funds holding BIV

RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 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
B
BetterWealth San Jose, California $565M AUM 23.16% 1-Year Est. Return
LA
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

Wilkins Miller Wealth Management's BIV Position: Q2 2026 in Review

Wilkins Miller Wealth Management increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 6.2% in Q2 2026, buying an estimated $212K and bringing the position to 47,601 shares worth $3.65M. The position accounts for 2.01% of the portfolio, ranked #16.

Wilkins Miller Wealth Management first reported a position in BIV in Q4 2024 and has held it in 7 quarters since. 306 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Wilkins Miller Wealth Management held 47,601 shares of Vanguard Intermediate-Term Bond ETF worth $3.65M as of Q2 2026.
  • Wilkins Miller Wealth Management bought 2,759 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $212K.
  • Vanguard Intermediate-Term Bond ETF made up 2.01% of Wilkins Miller Wealth Management's portfolio in Q2 2026, its #16 holding.
  • Wilkins Miller Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 306 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Wilkins Miller Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.