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WPG Advisers’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

WPG Advisers’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 		$662K Buy
8,636
+1,561
+22% +$120K 0.39% 40
2026
Q1 		$546K Sell
7,075
-3
-0% -$234 0.4% 37
2025
Q4 		$551K Sell
7,078
-1,211
-15% -$94.7K 0.41% 38
2025
Q3 		$647K Sell
8,289
-360
-4% -$27.9K 0.5% 34
2025
Q2 		$669K Sell
8,649
-550
-6% -$41.9K 0.56% 31
2025
Q1 		$704K Sell
9,199
-142
-2% -$10.7K 0.66% 24
2024
Q4 		$698K Buy
+9,341
New +$710K 0.65% 25

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WPG Advisers's BIV Position: Q2 2026 in Review

WPG Advisers increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 22% in Q2 2026, buying an estimated $120K and bringing the position to 8,636 shares worth $662K. The position accounts for 0.39% of the portfolio, ranked #40.

WPG Advisers first reported a position in BIV in Q4 2024 and has held it in 7 quarters since. The position peaked at $704K in Q1 2025. 698 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • WPG Advisers held 8,636 shares of Vanguard Intermediate-Term Bond ETF worth $662K as of Q2 2026.
  • WPG Advisers bought 1,561 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $120K.
  • Vanguard Intermediate-Term Bond ETF made up 0.39% of WPG Advisers's portfolio in Q2 2026, its #40 holding.
  • WPG Advisers first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • WPG Advisers's Vanguard Intermediate-Term Bond ETF position peaked at $704K in Q1 2025.
  • 698 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.