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Cassaday & Co Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Cassaday & Co Wealth Management’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 		$12.4K Buy
162
+2
+1% +$154 ﹤0.01% 840
2026
Q1 		$12.4K Buy
+160
New +$12.5K ﹤0.01% 855

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

Cassaday & Co Wealth Management's BIV Position: Q2 2026 in Review

Cassaday & Co Wealth Management increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 1.3% in Q2 2026, buying an estimated $154 and bringing the position to 162 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #840.

Cassaday & Co Wealth Management first reported a position in BIV in Q1 2026 and has held it in 2 quarters since. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Cassaday & Co Wealth Management held 162 shares of Vanguard Intermediate-Term Bond ETF worth $12.4K as of Q2 2026.
  • Cassaday & Co Wealth Management bought 2 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $154.
  • Vanguard Intermediate-Term Bond ETF made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #840 holding.
  • Cassaday & Co Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.