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

Bourgeon 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
2026
Q2 		$2.26M Sell
29,463
-6,206
-17% -$476K 0.33% 53
2026
Q1 		$2.75M Buy
35,669
+1,239
+4% +$96.5K 0.48% 47
2025
Q4 		$2.68M Buy
34,430
+6,203
+22% +$485K 0.43% 48
2025
Q3 		$2.2M Buy
28,227
+2,135
+8% +$165K 0.4% 47
2025
Q2 		$2.02M Buy
26,092
+801
+3% +$61K 0.4% 49
2025
Q1 		$1.94M Buy
25,291
+1,650
+7% +$124K 0.42% 53
2024
Q4 		$1.77M Buy
23,641
+3,155
+15% +$240K 0.33% 52
2024
Q3 		$1.61M Buy
20,486
+1,390
+7% +$107K 0.31% 56
2024
Q2 		$1.43M Buy
19,096
+1,570
+9% +$117K 0.28% 62
2024
Q1 		$1.32M Buy
17,526
+1,108
+7% +$83.5K 0.26% 61
2023
Q4 		$1.25M Buy
16,418
+13,530
+468% +$991K 0.28% 58
2023
Q3 		$209K Hold
2,888
– – 0.05% 93
2023
Q2 		$217K Hold
2,888
– – 0.05% 97
2023
Q1 		$222K Buy
2,888
+530
+22% +$40.1K 0.05% 91
2022
Q4 		$175K Buy
2,358
+2,192
+1,320% +$162K 0.04% 103
2022
Q3 		$12K Hold
166
– – ﹤0.01% 208
2022
Q2 		$13K Buy
166
+18
+12% +$1.41K ﹤0.01% 208
2022
Q1 		$12K Hold
148
– – ﹤0.01% 222
2021
Q4 		$13K Sell
148
-58
-28% -$5.15K ﹤0.01% 206
2021
Q3 		$18K Buy
206
+9
+5% +$815 ﹤0.01% 207
2021
Q2 		$18K Buy
197
+8
+4% +$715 ﹤0.01% 205
2021
Q1 		$17K Buy
189
+49
+35% +$4.45K ﹤0.01% 203
2020
Q4 		$13K Buy
+140
New +$13K ﹤0.01% 207

Other funds holding BIV

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baird Financial Group
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bourgeon Capital Management's BIV Position: Q2 2026 in Review

Bourgeon Capital Management reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 17% in Q2 2026, selling an estimated $476K and leaving 29,463 shares worth $2.26M. The position accounts for 0.33% of the portfolio, ranked #53.

Bourgeon Capital Management first reported a position in BIV in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.75M in Q1 2026. 1,020 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Bourgeon Capital Management held 29,463 shares of Vanguard Intermediate-Term Bond ETF worth $2.26M as of Q2 2026.
  • Bourgeon Capital Management sold 6,206 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $476K.
  • Vanguard Intermediate-Term Bond ETF made up 0.33% of Bourgeon Capital Management's portfolio in Q2 2026, its #53 holding.
  • Bourgeon Capital Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • Bourgeon Capital Management's Vanguard Intermediate-Term Bond ETF position peaked at $2.75M in Q1 2026.
  • 1,020 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Bourgeon Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.