Snowden Capital Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Snowden Capital Advisors’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	$7.05M	Buy	91,374 +3,457	+4%	+$269K	0.19%	110
2025 Q4	$6.85M	Buy	87,917 +5,852	+7%	+$458K	0.18%	117
2025 Q3	$6.41M	Sell	82,065 -313	-0.4%	-$24.2K	0.18%	114
2025 Q2	$6.37M	Buy	82,378 +1,737	+2%	+$132K	0.19%	111
2025 Q1	$6.17M	Sell	80,641 -1,038	-1%	-$78.3K	0.2%	111
2024 Q4	$6.1M	Buy	81,679 +8,056	+11%	+$612K	0.19%	113
2024 Q3	$5.77M	Sell	73,623 -230	-0.3%	-$17.7K	0.17%	137
2024 Q2	$5.53M	Sell	73,853 -1,491	-2%	-$111K	0.16%	154
2024 Q1	$5.68M	Buy	75,344 +1,667	+2%	+$126K	0.18%	148
2023 Q4	$5.63M	Buy	73,677 +6,366	+9%	+$466K	0.21%	122
2023 Q3	$4.87M	Sell	67,311 -2,827	-4%	-$209K	0.21%	137
2023 Q2	$5.28M	Buy	70,138 +5,029	+8%	+$383K	0.19%	140
2023 Q1	$5M	Buy	65,109 +1,294	+2%	+$98K	0.19%	130
2022 Q4	$4.74M	Buy	63,815 +9,505	+18%	+$704K	0.2%	127
2022 Q3	$3.99M	Buy	54,310 +4,185	+8%	+$324K	0.18%	141
2022 Q2	$3.89M	Sell	50,125 -2,353	-4%	-$185K	0.17%	155
2022 Q1	$4.3M	Buy	52,478 +4,114	+9%	+$347K	0.17%	162
2021 Q4	$4.24M	Sell	48,364 -26,825	-36%	-$2.38M	0.22%	146
2021 Q3	$6.72M	Buy	75,189 +3,551	+5%	+$322K	0.34%	71
2021 Q2	$6.44M	Buy	71,638 +2,024	+3%	+$181K	0.32%	71
2021 Q1	$6.18M	Buy	69,614 +4,827	+7%	+$438K	0.35%	67
2020 Q4	$6.02M	Buy	64,787 +10,431	+19%	+$971K	0.4%	62
2020 Q3	$5.08M	Buy	54,356 +9,322	+21%	+$873K	0.41%	68
2020 Q2	$4.2M	Buy	45,034 +12,077	+37%	+$1.11M	0.36%	80
2020 Q1	$2.94M	Buy	32,957 +30,483	+1,232%	+$2.7M	0.32%	91
2019 Q4	$216K	Sell	2,474 -286	-10%	-$25K	0.02%	555
2019 Q3	$243K	Buy	+2,760	New	+$241K	0.02%	463
2018 Q1	–	Sell	-2,466	Closed	-$207K	–	374
2017 Q4	$207K	Sell	2,466 -89	-3%	-$7.5K	0.03%	384
2017 Q3	$216K	Sell	2,555 -253	-9%	-$21.5K	0.03%	360
2017 Q2	$237K	Buy	+2,808	New	+$237K	0.04%	317

Other funds holding BIV

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Snowden Capital Advisors's BIV Position: Q1 2026 in Review

Snowden Capital Advisors increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 3.9% in Q1 2026, buying an estimated $269K and bringing the position to 91,374 shares worth $7.05M. The position accounts for 0.19% of the portfolio, ranked #110.

Snowden Capital Advisors first reported a position in BIV in Q2 2017 and has held it in 30 quarters since. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

Snowden Capital Advisors held 91,374 shares of Vanguard Intermediate-Term Bond ETF worth $7.05M as of Q1 2026.
Snowden Capital Advisors bought 3,457 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $269K.
Vanguard Intermediate-Term Bond ETF made up 0.19% of Snowden Capital Advisors's portfolio in Q1 2026, its #110 holding.
Snowden Capital Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2017 and has held it in 30 quarters since.
1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Snowden Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.