Badgley Phelps Wealth Managers’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Badgley Phelps Wealth Managers’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	$40.2M	Buy	523,833 +8,886	+2%	+$682K	0.7%	38
2026 Q1	$39.7M	Buy	514,947 +1,434	+0.3%	+$112K	0.79%	34
2025 Q4	$40M	Sell	513,513 -23,892	-4%	-$1.87M	0.73%	35
2025 Q3	$42M	Sell	537,405 -11,246	-2%	-$871K	0.88%	29
2025 Q2	$42.4M	Buy	548,651 +2,767	+0.5%	+$211K	0.94%	28
2025 Q1	$41.8M	Buy	545,884 +13,047	+2%	+$984K	1.01%	26
2024 Q4	$39.8M	Buy	532,837 +12,560	+2%	+$955K	0.93%	30
2024 Q3	$40.8M	Buy	520,277 +9,060	+2%	+$699K	0.95%	27
2024 Q2	$38.3M	Buy	511,217 +6,529	+1%	+$485K	0.95%	28
2024 Q1	$38.1M	Buy	504,688 +11,923	+2%	+$899K	0.95%	27
2023 Q4	$37.6M	Buy	492,765 +1,438	+0.3%	+$105K	1.03%	28
2023 Q3	$35.5M	Buy	491,327 +3,515	+0.7%	+$260K	1.21%	21
2023 Q2	$36.7M	Buy	487,812 +6,720	+1%	+$512K	1.21%	20
2023 Q1	$36.9M	Buy	481,092 +23,788	+5%	+$1.8M	1.36%	17
2022 Q4	$34M	Buy	+457,304	New	+$33.9M	1.36%	18

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

Badgley Phelps Wealth Managers's BIV Position: Q2 2026 in Review

Badgley Phelps Wealth Managers increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 1.7% in Q2 2026, buying an estimated $682K and bringing the position to 523,833 shares worth $40.2M. The position accounts for 0.7% of the portfolio, ranked #38.

Badgley Phelps Wealth Managers first reported a position in BIV in Q4 2022 and has held it in 15 quarters since. The position peaked at $42.4M in Q2 2025. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Badgley Phelps Wealth Managers held 523,833 shares of Vanguard Intermediate-Term Bond ETF worth $40.2M as of Q2 2026.
Badgley Phelps Wealth Managers bought 8,886 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $682K.
Vanguard Intermediate-Term Bond ETF made up 0.7% of Badgley Phelps Wealth Managers's portfolio in Q2 2026, its #38 holding.
Badgley Phelps Wealth Managers first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2022 and has held it in 15 quarters since.
Badgley Phelps Wealth Managers's Vanguard Intermediate-Term Bond ETF position peaked at $42.4M in Q2 2025.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q2 2026, filed 31 Jul 2026.