Dopkins Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Dopkins 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	$2M	Buy	26,025 +843	+3%	+$64.7K	0.73%	32
2026 Q1	$1.94M	Buy	25,182 +828	+3%	+$64.5K	0.78%	31
2025 Q4	$1.9M	Sell	24,354 -1,834	-7%	-$143K	0.77%	31
2025 Q3	$2.05M	Buy	26,188 +4,874	+23%	+$377K	0.86%	30
2025 Q2	$1.65M	Buy	21,314 +1,404	+7%	+$107K	0.74%	34
2025 Q1	$1.52M	Buy	19,910 +3,049	+18%	+$230K	0.78%	29
2024 Q4	$1.26M	Buy	16,861 +13,906	+471%	+$1.06M	0.64%	32
2024 Q3	$232K	Buy	+2,955	New	+$228K	0.19%	53

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

Dopkins Wealth Management's BIV Position: Q2 2026 in Review

Dopkins Wealth Management increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 3.3% in Q2 2026, buying an estimated $64.7K and bringing the position to 26,025 shares worth $2M. The position accounts for 0.73% of the portfolio, ranked #32.

Dopkins Wealth Management first reported a position in BIV in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.05M in Q3 2025. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Dopkins Wealth Management held 26,025 shares of Vanguard Intermediate-Term Bond ETF worth $2M as of Q2 2026.
Dopkins Wealth Management bought 843 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $64.7K.
Vanguard Intermediate-Term Bond ETF made up 0.73% of Dopkins Wealth Management's portfolio in Q2 2026, its #32 holding.
Dopkins Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2024 and has held it in 8 quarters since.
Dopkins Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $2.05M in Q3 2025.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Dopkins Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.