World Equity Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

World Equity 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
2026 Q2	$258K	Sell	3,360 -443	-12%	-$34K	0.06%	332
2026 Q1	$275K	Sell	3,803 -50	-1%	-$3.89K	0.07%	303
2025 Q4	$300K	Buy	3,853 +138	+4%	+$10.8K	0.08%	265
2025 Q3	$290K	Sell	3,715 -19	-0.5%	-$1.47K	0.07%	280
2025 Q2	$289K	Sell	3,734 -558	-13%	-$42.5K	0.08%	253
2025 Q1	$329K	Sell	4,292 -3,572	-45%	-$269K	0.09%	212
2024 Q4	$588K	Buy	+7,864	New	+$598K	0.13%	170
2024 Q2	–	Sell	-2,938	Closed	-$221K	–	273
2024 Q1	$221K	Sell	2,938 -758	-21%	-$57.1K	0.05%	281
2023 Q4	$282K	Sell	3,696 -170	-4%	-$12.5K	0.06%	262
2023 Q3	$280K	Buy	+3,866	New	+$286K	0.06%	270
2023 Q2	–	Sell	-112,034	Closed	-$3.65M	–	338
2023 Q1	$3.65M	Buy	112,034 +93,111	+492%	+$7.05M	0.55%	40
2022 Q4	$1.41M	Sell	18,923 -109	-0.6%	-$8.08K	0.33%	82
2022 Q3	$1.4M	Sell	19,032 -339	-2%	-$26.2K	0.35%	74
2022 Q2	$1.5M	Buy	19,371 +194	+1%	+$15.2K	0.38%	71
2022 Q1	$1.57M	Buy	+19,177	New	+$1.62M	0.34%	79

Other funds holding BIV

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

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

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

World Equity Group's BIV Position: Q2 2026 in Review

World Equity Group reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 12% in Q2 2026, selling an estimated $34K and leaving 3,360 shares worth $258K. The position accounts for 0.06% of the portfolio, ranked #332.

World Equity Group first reported a position in BIV in Q1 2022 and has held it in 15 quarters since. The position peaked at $3.65M in Q1 2023. 242 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

World Equity Group held 3,360 shares of Vanguard Intermediate-Term Bond ETF worth $258K as of Q2 2026.
World Equity Group sold 443 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $34K.
Vanguard Intermediate-Term Bond ETF made up 0.06% of World Equity Group's portfolio in Q2 2026, its #332 holding.
World Equity Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2022 and has held it in 15 quarters since.
World Equity Group's Vanguard Intermediate-Term Bond ETF position peaked at $3.65M in Q1 2023.
242 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.