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Richardson Capital Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Richardson 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
Q2 		– Sell
-9
Closed -$695 – 264
2026
Q1 		$695 Hold
9
– – ﹤0.01% 389
2025
Q4 		$701 Buy
+9
New +$704 ﹤0.01% 243

Other funds holding BIV

RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
BS
Brighton Securities Rochester, New York $233M AUM 15.96% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Richardson Capital Management's BIV Position: Q2 2026 in Review

Richardson Capital Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2026, closing a stake of 9 shares — an estimated $695 sold.

Richardson Capital Management first reported a position in BIV in Q4 2025 and held it in 2 quarters. The position peaked at $701 in Q4 2025. 191 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Richardson Capital Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Richardson Capital Management sold 9 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $695.
  • Richardson Capital Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2025 and held it in 2 quarters.
  • Richardson Capital Management's Vanguard Intermediate-Term Bond ETF position peaked at $701 in Q4 2025.
  • 191 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Richardson Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.