WIT LLC’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

WIT LLC’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	$66.1M	Hold	861,173	–	–	1.05%	12
2026 Q1	$66.5M	Buy	861,173 +77,294	+10%	+$6.02M	1.25%	12
2025 Q4	$61M	Hold	783,879	–	–	1.22%	10
2025 Q3	$61.2M	Hold	783,879	–	–	1.39%	9
2025 Q2	$60.6M	Sell	783,879 -55,724	-7%	-$4.24M	1.5%	9
2025 Q1	$68.6M	Buy	839,603 +128,679	+18%	+$9.71M	1.96%	6
2024 Q4	$53.8M	Buy	710,924 +710,213	+99,889%	+$54M	1.72%	9
2024 Q3	$59.5M	Buy	711 +130	+22%	+$10K	1.72%	10
2024 Q2	$43.5M	Hold	581	–	–	1.31%	11
2024 Q1	$43.8K	Buy	+581	New	+$43.8K	1.33%	11

Other funds holding BIV

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

TLFA

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WIT LLC's BIV Position: Q2 2026 in Review

WIT LLC held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q2 2026 at 861,173 shares worth $66.1M. The position accounts for 1.05% of the portfolio, ranked #12.

WIT LLC first reported a position in BIV in Q1 2024 and has held it in 10 quarters since. The position peaked at $68.6M in Q1 2025. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

WIT LLC held 861,173 shares of Vanguard Intermediate-Term Bond ETF worth $66.1M as of Q2 2026.
WIT LLC left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q2 2026.
Vanguard Intermediate-Term Bond ETF made up 1.05% of WIT LLC's portfolio in Q2 2026, its #12 holding.
WIT LLC first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2024 and has held it in 10 quarters since.
WIT LLC's Vanguard Intermediate-Term Bond ETF position peaked at $68.6M in Q1 2025.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on WIT LLC's 13F filing for Q2 2026, filed 14 Aug 2026.