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Ridgewood Investments’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Ridgewood Investments’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 		$2.27M Buy
29,588
+8,274
+39% +$635K 0.85% 25
2026
Q1 		$1.65M Buy
+21,314
New +$1.66M 0.67% 39
2025
Q3 		$1.38M Buy
17,705
+2,654
+18% +$205K 0.58% 48
2025
Q2 		$1.16M Buy
15,051
+715
+5% +$54.5K 0.5% 56
2025
Q1 		$1.1M Buy
14,336
+1,122
+8% +$84.6K 0.51% 54
2024
Q4 		$987K Buy
13,214
+1,620
+14% +$123K 0.48% 69
2024
Q3 		$909K Buy
11,594
+385
+3% +$29.7K 0.45% 67
2024
Q2 		$839K Buy
11,209
+494
+5% +$36.7K 0.42% 72
2024
Q1 		$808K Buy
10,715
+1,622
+18% +$122K 0.43% 74
2023
Q4 		$695K Buy
9,093
+1,038
+13% +$76K 0.41% 86
2023
Q3 		$582K Hold
8,055
– – 0.38% 89
2023
Q2 		$606K Buy
8,055
+631
+8% +$48.1K 0.34% 89
2023
Q1 		$570K Buy
7,424
+936
+14% +$70.9K 0.35% 87
2022
Q4 		$482K Sell
6,488
-195
-3% -$14.4K 0.34% 99
2022
Q3 		$491K Buy
6,683
+619
+10% +$47.9K 0.41% 85
2022
Q2 		$471K Sell
6,064
-320
-5% -$25.1K 0.37% 94
2022
Q1 		$523K Buy
6,384
+370
+6% +$31.2K 0.34% 100
2021
Q4 		$527K Buy
6,014
+510
+9% +$45.2K 0.33% 104
2021
Q3 		$492K Buy
5,504
+530
+11% +$48K 0.33% 102
2021
Q2 		$447K Sell
4,974
-967
-16% -$86.4K 0.29% 117
2021
Q1 		$527K Buy
5,941
+3,249
+121% +$295K 0.32% 103
2020
Q4 		$252K Hold
2,692
– – 0.2% 133
2020
Q3 		$252K Buy
+2,692
New +$252K 0.2% 134

Other funds holding BIV

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baird Financial Group
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ridgewood Investments's BIV Position: Q2 2026 in Review

Ridgewood Investments increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 39% in Q2 2026, buying an estimated $635K and bringing the position to 29,588 shares worth $2.27M. The position accounts for 0.85% of the portfolio, ranked #25.

Ridgewood Investments first reported a position in BIV in Q3 2020 and has held it in 23 quarters since. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Ridgewood Investments held 29,588 shares of Vanguard Intermediate-Term Bond ETF worth $2.27M as of Q2 2026.
  • Ridgewood Investments bought 8,274 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $635K.
  • Vanguard Intermediate-Term Bond ETF made up 0.85% of Ridgewood Investments's portfolio in Q2 2026, its #25 holding.
  • Ridgewood Investments first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2020 and has held it in 23 quarters since.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Ridgewood Investments's 13F filing for Q2 2026, filed 3 Aug 2026.