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Folger Nolan Fleming Douglas Capital Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Folger Nolan Fleming Douglas Capital 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
Q3 		$439K Sell
6,020
-25
-0.4% -$1.88K 0.04% 134
2026
Q2 		$464K Buy
6,045
+1,185
+24% +$91K 0.04% 127
2026
Q1 		$375K Buy
+4,860
New +$378K 0.03% 139

Other funds holding BIV

AIA
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BS
Brighton Securities Rochester, New York $239M AUM 9.14% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
CPA
Compass Planning Associates Greenfield, Massachusetts $191M AUM 5.98% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
BFP
Brewster Financial Planning Brooklyn, New York $181M AUM 7.92% 1-Year Est. Return

Folger Nolan Fleming Douglas Capital Management's BIV Position: Q3 2026 in Review

Folger Nolan Fleming Douglas Capital Management reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0.41% in Q3 2026, selling an estimated $1.88K and leaving 6,020 shares worth $439K. The position accounts for 0.04% of the portfolio, ranked #134.

Folger Nolan Fleming Douglas Capital Management first reported a position in BIV in Q1 2026 and has held it in 3 quarters since. The position peaked at $464K in Q2 2026. 100 funds tracked by Wall St. Rank hold BIV as of Q3 2026.

  • Folger Nolan Fleming Douglas Capital Management held 6,020 shares of Vanguard Intermediate-Term Bond ETF worth $439K as of Q3 2026.
  • Folger Nolan Fleming Douglas Capital Management sold 25 Vanguard Intermediate-Term Bond ETF shares in Q3 2026, an estimated $1.88K.
  • Vanguard Intermediate-Term Bond ETF made up 0.04% of Folger Nolan Fleming Douglas Capital Management's portfolio in Q3 2026, its #134 holding.
  • Folger Nolan Fleming Douglas Capital Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • Folger Nolan Fleming Douglas Capital Management's Vanguard Intermediate-Term Bond ETF position peaked at $464K in Q2 2026.
  • 100 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2026.

Based on Folger Nolan Fleming Douglas Capital Management's 13F filing for Q3 2026, filed 13 Oct 2026.