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Aureus Asset Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Aureus Asset 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
2026
Q1 		$3.41M Buy
44,190
+415
+0.9% +$32.3K 0.23% 57
2025
Q4 		$3.41M Sell
43,775
-142
-0.3% -$11.1K 0.22% 60
2025
Q3 		$3.43M Buy
43,917
+3
+0% +$232 0.22% 58
2025
Q2 		$3.4M Buy
43,914
+1,547
+4% +$118K 0.22% 60
2025
Q1 		$3.24M Buy
42,367
+3,896
+10% +$294K 0.23% 61
2024
Q4 		$2.87M Buy
38,471
+370
+1% +$28.1K 0.19% 63
2024
Q3 		$2.99M Sell
38,101
-447
-1% -$34.5K 0.2% 65
2024
Q2 		$2.89M Buy
38,548
+7,967
+26% +$592K 0.2% 67
2024
Q1 		$2.31M Buy
30,581
+1,326
+5% +$99.9K 0.16% 69
2023
Q4 		$2.23M Sell
29,255
-173
-0.6% -$12.7K 0.16% 68
2023
Q3 		$2.13M Sell
29,428
-1,297
-4% -$95.9K 0.17% 68
2023
Q2 		$2.31M Sell
30,725
-1,932
-6% -$147K 0.17% 69
2023
Q1 		$2.51M Sell
32,657
-1,762
-5% -$133K 0.2% 65
2022
Q4 		$2.56M Sell
34,419
-944
-3% -$69.9K 0.22% 64
2022
Q3 		$2.6M Buy
35,363
+9,770
+38% +$756K 0.23% 60
2022
Q2 		$1.99M Buy
25,593
+1,152
+5% +$90.3K 0.16% 70
2022
Q1 		$2M Sell
24,441
-6,639
-21% -$561K 0.13% 77
2021
Q4 		$2.72M Buy
31,080
+23
+0.1% +$2.04K 0.17% 67
2021
Q3 		$2.78M Buy
31,057
+422
+1% +$38.2K 0.18% 59
2021
Q2 		$2.76M Buy
30,635
+729
+2% +$65.1K 0.18% 64
2021
Q1 		$2.65M Buy
29,906
+1,823
+6% +$166K 0.21% 52
2020
Q4 		$2.61M Sell
28,083
-3,222
-10% -$300K 0.22% 51
2020
Q3 		$2.93M Hold
31,305
– – 0.28% 42
2020
Q2 		$2.92M Hold
31,305
– – 0.32% 42
2020
Q1 		$2.8M Sell
31,305
-1,135
-3% -$101K 0.39% 40
2019
Q4 		$2.83M Hold
32,440
– – 0.32% 48
2019
Q3 		$2.85M Sell
32,440
-114
-0.4% -$9.96K 0.36% 45
2019
Q2 		$2.82M Buy
32,554
+11,885
+58% +$1M 0.35% 47
2019
Q1 		$1.74M Buy
20,669
+12,451
+152% +$1.02M 0.23% 55
2018
Q4 		$668K Buy
8,218
+76
+0.9% +$6.08K 0.11% 86
2018
Q3 		$655K Buy
8,142
+89
+1% +$7.2K 0.08% 97
2018
Q2 		$652K Buy
8,053
+9
+0.1% +$727 0.09% 102
2018
Q1 		$658K Buy
8,044
+5,027
+167% +$412K 0.1% 93
2017
Q4 		$253K Hold
3,017
– – 0.04% 156
2017
Q3 		$255K Hold
3,017
– – 0.04% 156
2017
Q2 		$255K Sell
3,017
-40
-1% -$3.38K 0.04% 139
2017
Q1 		$256K Buy
+3,057
New +$255K 0.04% 146

Other funds holding BIV

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Baird Financial Group
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Aureus Asset Management's BIV Position: Q1 2026 in Review

Aureus Asset Management increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0.95% in Q1 2026, buying an estimated $32.3K and bringing the position to 44,190 shares worth $3.41M. The position accounts for 0.23% of the portfolio, ranked #57.

Aureus Asset Management first reported a position in BIV in Q1 2017 and has held it in 37 quarters since. The position peaked at $3.43M in Q3 2025. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

  • Aureus Asset Management held 44,190 shares of Vanguard Intermediate-Term Bond ETF worth $3.41M as of Q1 2026.
  • Aureus Asset Management bought 415 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $32.3K.
  • Vanguard Intermediate-Term Bond ETF made up 0.23% of Aureus Asset Management's portfolio in Q1 2026, its #57 holding.
  • Aureus Asset Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2017 and has held it in 37 quarters since.
  • Aureus Asset Management's Vanguard Intermediate-Term Bond ETF position peaked at $3.43M in Q3 2025.
  • 1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Aureus Asset Management's 13F filing for Q1 2026, filed 13 May 2026.