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Oppenheimer & Co’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Oppenheimer & 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
Q1 		$994K Buy
12,876
+323
+3% +$25.1K 0.01% 862
2025
Q4 		$978K Buy
12,553
+989
+9% +$77.3K 0.01% 814
2025
Q3 		$903K Buy
11,564
+85
+0.7% +$6.58K 0.01% 944
2025
Q2 		$888K Buy
11,479
+143
+1% +$10.9K 0.01% 912
2025
Q1 		$868K Buy
11,336
+809
+8% +$61K 0.01% 867
2024
Q4 		$787K Buy
10,527
+195
+2% +$14.8K 0.01% 896
2024
Q3 		$810K Buy
10,332
+52
+0.5% +$4.01K 0.01% 860
2024
Q2 		$770K Buy
10,280
+975
+10% +$72.5K 0.01% 849
2024
Q1 		$702K Sell
9,305
-132
-1% -$9.95K 0.01% 881
2023
Q4 		$721K Buy
9,437
+5,896
+167% +$432K 0.01% 842
2023
Q3 		$256K Buy
3,541
+538
+18% +$39.8K 0.01% 1184
2023
Q2 		$226K Buy
3,003
+75
+3% +$5.71K ﹤0.01% 1253
2023
Q1 		$225K Hold
2,928
– – ﹤0.01% 1223
2022
Q4 		$218K Hold
2,928
– – 0.01% 1203
2022
Q3 		$215K Sell
2,928
-17
-0.6% -$1.31K 0.01% 1199
2022
Q2 		$229K Sell
2,945
-139
-5% -$10.9K ﹤0.01% 1208
2022
Q1 		$253K Buy
3,084
+139
+5% +$11.7K ﹤0.01% 1269
2021
Q4 		$258K Sell
2,945
-671
-19% -$59.5K ﹤0.01% 1293
2021
Q3 		$323K Sell
3,616
-97,510
-96% -$8.83M 0.01% 1192
2021
Q2 		$9.1M Sell
101,126
-14,911
-13% -$1.33M 0.16% 133
2021
Q1 		$10.3M Sell
116,037
-104,368
-47% -$9.48M 0.21% 108
2020
Q4 		$20.5M Buy
220,405
+217,551
+7,623% +$20.3M 0.43% 44
2020
Q3 		$267K Sell
2,854
-552
-16% -$51.7K 0.01% 1036
2020
Q2 		$317K Sell
3,406
-402
-11% -$36.8K 0.01% 949
2020
Q1 		$340K Buy
3,808
+1,007
+36% +$89.3K 0.01% 864
2019
Q4 		$244K Sell
2,801
-196
-7% -$17.2K 0.01% 1104
2019
Q3 		$264K Sell
2,997
-1,486
-33% -$130K 0.01% 1026
2019
Q2 		$388K Sell
4,483
-681
-13% -$57.5K 0.01% 904
2019
Q1 		$433K Sell
5,164
-145
-3% -$11.9K 0.01% 882
2018
Q4 		$432K Sell
5,309
-656
-11% -$52.5K 0.01% 794
2018
Q3 		$480K Buy
5,965
+87
+1% +$7.03K 0.01% 880
2018
Q2 		$476K Sell
5,878
-60
-1% -$4.85K 0.01% 885
2018
Q1 		$486K Buy
5,938
+476
+9% +$39.1K 0.01% 864
2017
Q4 		$458K Sell
5,462
-290
-5% -$24.4K 0.01% 894
2017
Q3 		$487K Sell
5,752
-175
-3% -$14.9K 0.01% 852
2017
Q2 		$501K Buy
5,927
+274
+5% +$23.2K 0.01% 834
2017
Q1 		$473K Sell
5,653
-3,199
-36% -$266K 0.01% 820
2016
Q4 		$735K Sell
8,852
-2,321
-21% -$197K 0.02% 662
2016
Q3 		$979K Sell
11,173
-558
-5% -$49K 0.03% 576
2016
Q2 		$1.03M Buy
11,731
+2,961
+34% +$256K 0.03% 550
2016
Q1 		$757K Buy
8,770
+5,128
+141% +$435K 0.02% 617
2015
Q4 		$303K Sell
3,642
-2,637
-42% -$222K 0.01% 954
2015
Q3 		$533K Buy
6,279
+80
+1% +$6.73K 0.02% 783
2015
Q2 		$520K Buy
6,199
+383
+7% +$32.6K 0.01% 858
2015
Q1 		$501K Buy
5,816
+171
+3% +$14.7K 0.01% 867
2014
Q4 		$478K Sell
5,645
-703
-11% -$59.8K 0.01% 839
2014
Q3 		$535K Buy
6,348
+2,582
+69% +$218K 0.02% 827
2014
Q2 		$319K Buy
3,766
+1,246
+49% +$105K 0.01% 1024
2014
Q1 		$210K Buy
+2,520
New +$210K 0.01% 1214

Other funds holding BIV

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 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 $377B AUM 19.32% 1-Year Est. Return

Oppenheimer & Co's BIV Position: Q1 2026 in Review

Oppenheimer & Co increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 2.6% in Q1 2026, buying an estimated $25.1K and bringing the position to 12,876 shares worth $994K. The position accounts for 0.01% of the portfolio, ranked #862.

Oppenheimer & Co first reported a position in BIV in Q1 2014 and has held it in 49 quarters since. The position peaked at $20.5M in Q4 2020. 1,006 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

  • Oppenheimer & Co held 12,876 shares of Vanguard Intermediate-Term Bond ETF worth $994K as of Q1 2026.
  • Oppenheimer & Co bought 323 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $25.1K.
  • Vanguard Intermediate-Term Bond ETF made up 0.01% of Oppenheimer & Co's portfolio in Q1 2026, its #862 holding.
  • Oppenheimer & Co first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2014 and has held it in 49 quarters since.
  • Oppenheimer & Co's Vanguard Intermediate-Term Bond ETF position peaked at $20.5M in Q4 2020.
  • 1,006 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Oppenheimer & Co's 13F filing for Q1 2026, filed 24 Apr 2026.