DADC
BIV icon

D.A. Davidson & Co’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

D.A. Davidson & Co’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 		$10.1M Buy
131,884
+10,321
+8% +$792K 0.06% 260
2026
Q1 		$9.38M Buy
121,563
+23,795
+24% +$1.85M 0.06% 259
2025
Q4 		$7.61M Buy
97,768
+14,697
+18% +$1.15M 0.05% 288
2025
Q3 		$6.49M Buy
83,071
+6,348
+8% +$491K 0.04% 314
2025
Q2 		$5.93M Buy
76,723
+4,399
+6% +$335K 0.04% 310
2025
Q1 		$5.54M Buy
72,324
+3,578
+5% +$270K 0.04% 308
2024
Q4 		$5.14M Buy
68,746
+7,136
+12% +$543K 0.04% 317
2024
Q3 		$4.83M Buy
61,610
+5,900
+11% +$455K 0.04% 330
2024
Q2 		$4.17M Sell
55,710
-560
-1% -$41.6K 0.04% 342
2024
Q1 		$4.24M Buy
56,270
+13,231
+31% +$997K 0.04% 332
2023
Q4 		$3.29M Buy
43,039
+24,046
+127% +$1.76M 0.03% 370
2023
Q3 		$1.37M Sell
18,993
-3,031
-14% -$224K 0.01% 579
2023
Q2 		$1.66M Buy
22,024
+1,219
+6% +$92.8K 0.02% 535
2023
Q1 		$1.6M Sell
20,805
-3,167
-13% -$240K 0.02% 520
2022
Q4 		$1.78M Buy
23,972
+2,255
+10% +$167K 0.02% 466
2022
Q3 		$1.6M Sell
21,717
-439
-2% -$34K 0.02% 459
2022
Q2 		$1.72M Sell
22,156
-230
-1% -$18K 0.02% 460
2022
Q1 		$1.83M Sell
22,386
-297
-1% -$25.1K 0.02% 475
2021
Q4 		$1.99M Buy
22,683
+853
+4% +$75.7K 0.02% 459
2021
Q3 		$1.95M Buy
21,830
+313
+1% +$28.3K 0.02% 435
2021
Q2 		$1.94M Buy
21,517
+722
+3% +$64.5K 0.02% 440
2021
Q1 		$1.84M Buy
20,795
+858
+4% +$77.9K 0.02% 418
2020
Q4 		$1.85M Buy
19,937
+1,833
+10% +$171K 0.03% 361
2020
Q3 		$1.69M Buy
18,104
+5,090
+39% +$477K 0.03% 338
2020
Q2 		$1.21M Buy
13,014
+3,223
+33% +$295K 0.02% 398
2020
Q1 		$875K Sell
9,791
-2,869
-23% -$255K 0.02% 465
2019
Q4 		$1.1M Buy
12,660
+5,029
+66% +$440K 0.02% 477
2019
Q3 		$672K Buy
7,631
+358
+5% +$31.3K 0.01% 577
2019
Q2 		$629K Buy
7,273
+795
+12% +$67.2K 0.01% 582
2019
Q1 		$544K Sell
6,478
-1,015
-14% -$83.6K 0.01% 663
2018
Q4 		$609K Sell
7,493
-681
-8% -$54.5K 0.01% 596
2018
Q3 		$658K Sell
8,174
-958
-10% -$77.5K 0.01% 622
2018
Q2 		$739K Buy
9,132
+3,097
+51% +$250K 0.01% 592
2018
Q1 		$493K Buy
6,035
+655
+12% +$53.7K 0.01% 690
2017
Q4 		$451K Sell
5,380
-50
-0.9% -$4.21K 0.01% 698
2017
Q3 		$459K Sell
5,430
-2,147
-28% -$182K 0.01% 703
2017
Q2 		$640K Sell
7,577
-1,247
-14% -$105K 0.01% 552
2017
Q1 		$737K Buy
8,824
+685
+8% +$57K 0.02% 510
2016
Q4 		$676K Buy
8,139
+1,510
+23% +$128K 0.02% 569
2016
Q3 		$581K Buy
6,629
+430
+7% +$37.7K 0.01% 586
2016
Q2 		$545K Buy
6,199
+1,931
+45% +$167K 0.02% 518
2016
Q1 		$368K Buy
4,268
+1,335
+46% +$113K 0.01% 615
2015
Q4 		$243K Sell
2,933
-51
-2% -$4.29K 0.01% 778
2015
Q3 		$253K Sell
2,984
-280
-9% -$23.6K 0.01% 737
2015
Q2 		$273K Sell
3,264
-191
-6% -$16.2K 0.01% 749
2015
Q1 		$297K Buy
3,455
+515
+18% +$44.2K 0.01% 731
2014
Q4 		$248K Sell
2,940
-236
-7% -$20.1K 0.01% 796
2014
Q3 		$267K Hold
3,176
– – 0.01% 774
2014
Q2 		$268K Sell
3,176
-200
-6% -$16.8K 0.01% 786
2014
Q1 		$281K Sell
3,376
-1,075
-24% -$89.4K 0.01% 761
2013
Q4 		$363K Sell
4,451
-330
-7% -$27.5K 0.01% 682
2013
Q3 		$399K Sell
4,781
-400
-8% -$33.2K 0.02% 547
2013
Q2 		$432K Buy
+5,181
New +$450K 0.02% 512

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

D.A. Davidson & Co's BIV Position: Q2 2026 in Review

D.A. Davidson & Co increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 8.5% in Q2 2026, buying an estimated $792K and bringing the position to 131,884 shares worth $10.1M. The position accounts for 0.06% of the portfolio, ranked #260.

D.A. Davidson & Co first reported a position in BIV in Q2 2013 and has held it in 53 quarters since. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • D.A. Davidson & Co held 131,884 shares of Vanguard Intermediate-Term Bond ETF worth $10.1M as of Q2 2026.
  • D.A. Davidson & Co bought 10,321 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $792K.
  • Vanguard Intermediate-Term Bond ETF made up 0.06% of D.A. Davidson & Co's portfolio in Q2 2026, its #260 holding.
  • D.A. Davidson & Co first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2013 and has held it in 53 quarters since.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on D.A. Davidson & Co's 13F filing for Q2 2026, filed 24 Jul 2026.