Janney Montgomery Scott’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Janney Montgomery Scott’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	$49.7M	Buy	647,754 +19,977	+3%	+$1.53M	0.1%	210
2026 Q1	$48.5M	Buy	627,777 +47,597	+8%	+$3.71M	0.12%	173
2025 Q4	$45.2M	Buy	580,180 +32,686	+6%	+$2.56M	0.1%	195
2025 Q3	$42.8M	Buy	547,494 +17,175	+3%	+$1.33M	0.1%	197
2025 Q2	$41M	Buy	530,319 +60,659	+13%	+$4.62M	0.11%	198
2025 Q1	$36M	Buy	469,660 +9,388	+2%	+$708K	0.1%	197
2024 Q4	$34.4M	Buy	460,272 +20,103	+5%	+$1.53M	0.1%	202
2024 Q3	$34.5M	Buy	440,169 +9,527	+2%	+$735K	0.1%	213
2024 Q2	$32.3M	Buy	430,642 +13,860	+3%	+$1.03M	0.1%	206
2024 Q1	$31.4M	Buy	416,782 +7,932	+2%	+$598K	0.09%	222
2023 Q4	$31.2M	Buy	408,850 +12,597	+3%	+$923K	0.1%	200
2023 Q3	$28.7M	Buy	396,253 +4,253	+1%	+$315K	0.11%	178
2023 Q2	$29.5M	Buy	392,000 +293	+0.1%	+$22.3K	0.1%	183
2023 Q1	$30.1M	Buy	391,707 +7,486	+2%	+$567K	0.12%	160
2022 Q4	$28.6M	Buy	384,221 +3,866	+1%	+$286K	0.11%	177
2022 Q3	$27.9M	Sell	380,355 -22,178	-6%	-$1.72M	0.12%	162
2022 Q2	$31.2M	Sell	402,533 -12,273	-3%	-$962K	0.14%	146
2022 Q1	$34M	Buy	414,806 +19,834	+5%	+$1.67M	0.15%	143
2021 Q4	$34.6M	Buy	394,972 +2,830	+0.7%	+$251K	0.13%	161
2021 Q3	$35.1M	Buy	392,142 +17,637	+5%	+$1.6M	0.15%	142
2021 Q2	$33.7M	Sell	374,505 -2,382	-0.6%	-$213K	0.15%	145
2021 Q1	$33.4M	Sell	376,887 -56,262	-13%	-$5.11M	0.16%	141
2020 Q4	$40.2M	Buy	433,149 +95,752	+28%	+$8.92M	0.19%	114
2020 Q3	$31.5M	Buy	337,397 +38,198	+13%	+$3.58M	0.18%	133
2020 Q2	$27.9M	Buy	299,199 +17,711	+6%	+$1.62M	0.18%	136
2020 Q1	$25.1M	Buy	281,488 +9,923	+4%	+$880K	0.2%	126
2019 Q4	$23.7M	Buy	271,565 +12,008	+5%	+$1.05M	0.16%	155
2019 Q3	$22.8M	Buy	259,557 +13,783	+6%	+$1.2M	0.17%	148
2019 Q2	$21.3M	Buy	245,774 +13,993	+6%	+$1.18M	0.16%	146
2019 Q1	$19.5M	Sell	231,781 -658	-0.3%	-$54.2K	0.16%	148
2018 Q4	$18.9M	Buy	232,439 +15,833	+7%	+$1.27M	0.18%	126
2018 Q3	$17.4M	Sell	216,606 -1,348	-0.6%	-$109K	0.15%	153
2018 Q2	$17.6M	Sell	217,954 -10,270	-4%	-$830K	0.17%	130
2018 Q1	$18.7M	Buy	228,224 +16,898	+8%	+$1.39M	0.19%	118
2017 Q4	$17.7M	Buy	211,326 +25,391	+14%	+$2.14M	0.18%	124
2017 Q3	$15.7M	Buy	185,935 +17,105	+10%	+$1.45M	0.18%	129
2017 Q2	$14.3M	Buy	168,830 +21,179	+14%	+$1.79M	0.18%	131
2017 Q1	$12.3M	Buy	147,651 +29,459	+25%	+$2.45M	0.16%	149
2016 Q4	$9.82M	Buy	118,192 +15,881	+16%	+$1.35M	0.15%	168
2016 Q3	$8.97M	Sell	102,311 -68,273	-40%	-$5.99M	0.16%	154
2016 Q2	$15M	Buy	170,584 +105,283	+161%	+$9.1M	0.31%	82
2016 Q1	$5.63M	Buy	65,301 +13,857	+27%	+$1.17M	0.15%	158
2015 Q4	$4.27M	Sell	51,444 -216	-0.4%	-$18.2K	0.11%	205
2015 Q3	$4.38M	Buy	51,660 +15,191	+42%	+$1.28M	0.12%	195
2015 Q2	$3.06M	Buy	36,469 +5,466	+18%	+$465K	0.06%	362
2015 Q1	$2.67M	Sell	31,003 -6,063	-16%	-$520K	0.05%	454
2014 Q4	$3.14M	Buy	37,066 +9,175	+33%	+$780K	0.06%	381
2014 Q3	$2.35M	Buy	27,891 +8,504	+44%	+$719K	0.05%	471
2014 Q2	$1.64M	Sell	19,387 -2,231	-10%	-$188K	0.04%	587
2014 Q1	$1.8M	Sell	21,618 -48,864	-69%	-$4.06M	0.04%	498
2013 Q4	$5.76M	Buy	70,482 +2,938	+4%	+$245K	0.15%	154
2013 Q3	$5.64M	Buy	+67,544	New	+$5.6M	0.17%	139

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

Janney Montgomery Scott's BIV Position: Q2 2026 in Review

Janney Montgomery Scott increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 3.2% in Q2 2026, buying an estimated $1.53M and bringing the position to 647,754 shares worth $49.7M. The position accounts for 0.1% of the portfolio, ranked #210.

Janney Montgomery Scott first reported a position in BIV in Q3 2013 and has held it in 52 quarters since. 1,014 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Janney Montgomery Scott held 647,754 shares of Vanguard Intermediate-Term Bond ETF worth $49.7M as of Q2 2026.
Janney Montgomery Scott bought 19,977 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $1.53M.
Vanguard Intermediate-Term Bond ETF made up 0.1% of Janney Montgomery Scott's portfolio in Q2 2026, its #210 holding.
Janney Montgomery Scott first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2013 and has held it in 52 quarters since.
1,014 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.