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World Investment Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

World Investment Advisors’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 		$61.2M Buy
793,535
+4,139
+0.5% +$318K 1.01% 11
2026
Q1 		$60.9M Buy
789,396
+147,334
+23% +$11.5M 0.98% 11
2025
Q4 		$50M Buy
642,062
+65,703
+11% +$5.14M 0.81% 19
2025
Q3 		$45M Buy
576,359
+18,010
+3% +$1.39M 0.92% 15
2025
Q2 		$43.2M Buy
558,349
+22,856
+4% +$1.74M 0.98% 15
2025
Q1 		$41M Buy
535,493
+397,022
+287% +$30M 1.06% 11
2024
Q4 		$10.3M Buy
138,471
+121,019
+693% +$9.2M 0.28% 77
2024
Q3 		$1.37M Buy
17,452
+2,119
+14% +$163K 0.04% 366
2024
Q2 		$1.15M Buy
15,333
+2,978
+24% +$221K 0.07% 252
2024
Q1 		$932K Buy
12,355
+3,652
+42% +$275K 0.13% 145
2023
Q4 		$665K Sell
8,703
-4,985
-36% -$365K 0.09% 188
2023
Q3 		$990K Sell
13,688
-791
-5% -$58.5K 0.2% 92
2023
Q2 		$1.09M Buy
14,479
+6,046
+72% +$460K 0.21% 82
2023
Q1 		$647K Buy
8,433
+233
+3% +$17.6K 0.13% 113
2022
Q4 		$609K Sell
8,200
-123
-1% -$9.11K 0.14% 109
2022
Q3 		$612K Buy
8,323
+429
+5% +$33.2K 0.15% 110
2022
Q2 		$628K Sell
7,894
-1,497
-16% -$117K 0.13% 124
2022
Q1 		$769K Sell
9,391
-10
-0.1% -$844 0.16% 107
2021
Q4 		$789K Buy
9,401
+923
+11% +$81.9K 0.17% 106
2021
Q3 		$758K Buy
8,478
+713
+9% +$64.6K 0.17% 99
2021
Q2 		$699K Buy
7,765
+653
+9% +$58.3K 0.16% 99
2021
Q1 		$633K Buy
7,112
+398
+6% +$36.1K 0.15% 102
2020
Q4 		$616K Buy
6,714
+336
+5% +$31.3K 0.16% 103
2020
Q3 		$596K Buy
6,378
+1,637
+35% +$153K 0.2% 76
2020
Q2 		$444K Buy
+4,741
New +$434K 0.16% 91

Other funds holding BIV

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baird Financial Group
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

World Investment Advisors's BIV Position: Q2 2026 in Review

World Investment Advisors increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0.52% in Q2 2026, buying an estimated $318K and bringing the position to 793,535 shares worth $61.2M. The position accounts for 1.01% of the portfolio, ranked #11.

World Investment Advisors first reported a position in BIV in Q2 2020 and has held it in 25 quarters since. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • World Investment Advisors held 793,535 shares of Vanguard Intermediate-Term Bond ETF worth $61.2M as of Q2 2026.
  • World Investment Advisors bought 4,139 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $318K.
  • Vanguard Intermediate-Term Bond ETF made up 1.01% of World Investment Advisors's portfolio in Q2 2026, its #11 holding.
  • World Investment Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2020 and has held it in 25 quarters since.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.