Badgley Phelps Wealth Managers, LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1895362
SEATTLE, WA
Position in BIV
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$39,743,609
-$248,783 QoQ
Shares Held
514,947
+0.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in BIV Over Time
Shares Held
Position Value (USD)
All Filings in BIV
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $39,743,609 | 514,947 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $39,992,392 | 513,513 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $41,965,956 | 537,405 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $42,432,668 | 548,651 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $41,798,337 | 545,884 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $39,818,909 | 532,837 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $40,774,108 | 520,277 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $38,285,041 | 511,217 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $38,053,474 | 504,688 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $37,637,390 | 492,765 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $35,527,855 | 491,327 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $36,698,096 | 487,812 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $36,919,000 | 481,092 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $33,986,833 | 457,304 | Shares | Sole | 2023-01-27 | |
| No filing history on record for this holder in this stock. | ||||||