Wilmington Savings Fund Society’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Wilmington Savings Fund Society’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	-2,307	Closed	-$178K	–	1459
2025 Q2	$178K	Hold	2,307	–	–	﹤0.01%	841
2025 Q1	$177K	Hold	2,307	–	–	﹤0.01%	830
2024 Q4	$172K	Hold	2,307	–	–	﹤0.01%	883
2024 Q3	$181K	Buy	+2,307	New	+$178K	﹤0.01%	853
2020 Q2	–	Sell	-2,865	Closed	-$256K	–	351
2020 Q1	$256K	Sell	2,865 -235	-8%	-$20.8K	0.02%	306
2019 Q4	$270K	Buy	+3,100	New	+$271K	0.01%	304
2017 Q4	–	Sell	-3,613	Closed	-$306K	–	345
2017 Q3	$306K	Buy	+3,613	New	+$307K	0.02%	281
2017 Q1	–	Sell	-4,901	Closed	-$407K	–	342
2016 Q4	$407K	Sell	4,901 -2,189	-31%	-$186K	0.03%	248
2016 Q3	$622K	Hold	7,090	–	–	0.04%	225
2016 Q2	$624K	Sell	7,090 -921	-11%	-$79.6K	0.04%	230
2016 Q1	$691K	Hold	8,011	–	–	0.04%	224
2015 Q4	$665K	Hold	8,011	–	–	0.04%	228
2015 Q3	$680K	Buy	8,011 +4,366	+120%	+$367K	0.04%	225
2015 Q2	$306K	Buy	+3,645	New	+$310K	0.02%	287

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

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

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

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wilmington Savings Fund Society's BIV Position: Q3 2025 in Review

Wilmington Savings Fund Society sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2025, closing a stake of 2,307 shares — an estimated $178K sold.

Wilmington Savings Fund Society first reported a position in BIV in Q2 2015 and held it in 14 quarters. The position peaked at $691K in Q1 2016. 925 funds tracked by Wall St. Rank hold BIV as of Q3 2025.

Wilmington Savings Fund Society reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2025 after selling out during the quarter.
Wilmington Savings Fund Society sold 2,307 Vanguard Intermediate-Term Bond ETF shares in Q3 2025, an estimated $178K.
Wilmington Savings Fund Society first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2015 and held it in 14 quarters.
Wilmington Savings Fund Society's Vanguard Intermediate-Term Bond ETF position peaked at $691K in Q1 2016.
925 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2025.

Based on Wilmington Savings Fund Society's 13F filing for Q3 2025, filed 28 Oct 2025.