Ritter Daniher Financial Advisory’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Ritter Daniher Financial Advisory’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	$115K	Hold	1,500	–	–	0.02%	213
2026 Q1	$116K	Hold	1,500	–	–	0.02%	207
2025 Q4	$117K	Hold	1,500	–	–	0.02%	206
2025 Q3	$117K	Hold	1,500	–	–	0.02%	185
2025 Q2	$116K	Buy	+1,500	New	+$114K	0.03%	119
2024 Q3	–	Sell	-1,695	Closed	-$127K	–	318
2024 Q2	$127K	Buy	+1,695	New	+$126K	0.04%	99

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

Ritter Daniher Financial Advisory's BIV Position: Q2 2026 in Review

Ritter Daniher Financial Advisory held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q2 2026 at 1,500 shares worth $115K. The position accounts for 0.02% of the portfolio, ranked #213.

Ritter Daniher Financial Advisory first reported a position in BIV in Q2 2024 and has held it in 6 quarters since. The position peaked at $127K in Q2 2024. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Ritter Daniher Financial Advisory held 1,500 shares of Vanguard Intermediate-Term Bond ETF worth $115K as of Q2 2026.
Ritter Daniher Financial Advisory left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q2 2026.
Vanguard Intermediate-Term Bond ETF made up 0.02% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #213 holding.
Ritter Daniher Financial Advisory first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2024 and has held it in 6 quarters since.
Ritter Daniher Financial Advisory's Vanguard Intermediate-Term Bond ETF position peaked at $127K in Q2 2024.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.