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

Violich 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
2020
Q1 		– Sell
-20,880
Closed -$1.82M – 101
2019
Q4 		$1.82M Buy
20,880
+300
+1% +$26.3K 0.4% 42
2019
Q3 		$1.81M Buy
20,580
+600
+3% +$52.4K 0.44% 40
2019
Q2 		$1.73M Hold
19,980
– – 0.43% 44
2019
Q1 		$1.68M Sell
19,980
-500
-2% -$41.2K 0.43% 42
2018
Q4 		$1.67M Sell
20,480
-3,450
-14% -$276K 0.47% 41
2018
Q3 		$1.93M Buy
23,930
+3,750
+19% +$303K 0.44% 45
2018
Q2 		$1.63M Hold
20,180
– – 0.41% 47
2018
Q1 		$1.65M Hold
20,180
– – 0.44% 45
2017
Q4 		$1.69M Buy
20,180
+440
+2% +$37.1K 0.43% 48
2017
Q3 		$1.67M Buy
19,740
+6,200
+46% +$526K 0.46% 46
2017
Q2 		$1.15M Buy
13,540
+6,100
+82% +$515K 0.33% 50
2017
Q1 		$622K Buy
7,440
+1,500
+25% +$125K 0.19% 67
2016
Q4 		$496K Buy
5,940
+950
+19% +$80.7K 0.15% 71
2016
Q3 		$437K Hold
4,990
– – 0.15% 71
2016
Q2 		$439K Buy
4,990
+650
+15% +$56.2K 0.14% 68
2016
Q1 		$374K Buy
4,340
+50
+1% +$4.24K 0.12% 72
2015
Q4 		$356K Sell
4,290
-400
-9% -$33.7K 0.12% 72
2015
Q3 		$398K Sell
4,690
-370
-7% -$31.1K 0.14% 69
2015
Q2 		$424K Buy
5,060
+150
+3% +$12.8K 0.14% 76
2015
Q1 		$423K Hold
4,910
– – 0.14% 77
2014
Q4 		$416K Sell
4,910
-90
-2% -$7.65K 0.13% 79
2014
Q3 		$421K Buy
5,000
+250
+5% +$21.1K 0.14% 75
2014
Q2 		$402K Sell
4,750
-700
-13% -$58.9K 0.13% 78
2014
Q1 		$454K Hold
5,450
– – 0.16% 71
2013
Q4 		$445K Sell
5,450
-1,150
-17% -$96K 0.16% 69
2013
Q3 		$551K Hold
6,600
– – 0.21% 63
2013
Q2 		$551K Buy
+6,600
New +$573K 0.22% 60

Other funds holding BIV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Violich Capital Management's BIV Position: Q1 2020 in Review

Violich Capital Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2020, closing a stake of 20,880 shares — an estimated $1.82M sold.

Violich Capital Management first reported a position in BIV in Q2 2013 and held it in 27 quarters. The position peaked at $1.93M in Q3 2018. 498 funds tracked by Wall St. Rank hold BIV as of Q1 2020.

  • Violich Capital Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Violich Capital Management sold 20,880 Vanguard Intermediate-Term Bond ETF shares in Q1 2020, an estimated $1.82M.
  • Violich Capital Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2013 and held it in 27 quarters.
  • Violich Capital Management's Vanguard Intermediate-Term Bond ETF position peaked at $1.93M in Q3 2018.
  • 498 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2020.

Based on Violich Capital Management's 13F filing for Q1 2020, filed 30 Apr 2020.