Brewster Financial Planning’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Brewster Financial Planning’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	$22.3M	Buy	291,009 +2,341	+0.8%	+$180K	12.26%	4
2026 Q1	$22.3M	Buy	288,668 +7,582	+3%	+$590K	13.48%	3
2025 Q4	$21.9M	Buy	281,086 +8,931	+3%	+$698K	13.45%	3
2025 Q3	$21.3M	Buy	272,155 +8,645	+3%	+$669K	13.37%	3
2025 Q2	$20.4M	Buy	263,510 +11,175	+4%	+$851K	13.75%	3
2025 Q1	$19.3M	Buy	252,335 +20,518	+9%	+$1.55M	14.28%	3
2024 Q4	$17.3M	Buy	231,817 +12,638	+6%	+$961K	13.12%	3
2024 Q3	$17.2M	Buy	219,179 +9,327	+4%	+$719K	13.32%	3
2024 Q2	$15.7M	Buy	209,852 +11,672	+6%	+$867K	13.22%	3
2024 Q1	$14.9M	Buy	198,180 +9,609	+5%	+$724K	12.85%	3
2023 Q4	$14.4M	Buy	188,571 +2,885	+2%	+$211K	13.03%	3
2023 Q3	$13.4M	Buy	185,686 +13,077	+8%	+$967K	13.44%	3
2023 Q2	$13M	Sell	172,609 -2,112	-1%	-$161K	12.54%	3
2023 Q1	$13.4M	Buy	174,721 +4,031	+2%	+$305K	13.45%	3
2022 Q4	$12.7M	Buy	170,690 +4,798	+3%	+$356K	13.44%	3
2022 Q3	$12.2M	Buy	165,892 +4,390	+3%	+$340K	14.24%	3
2022 Q2	$12.5M	Buy	161,502 +1,728	+1%	+$136K	13.93%	3
2022 Q1	$13.1M	Buy	159,774 +4,308	+3%	+$364K	12.58%	4
2021 Q4	$13.6M	Buy	+155,466	New	+$13.8M	12.39%	4

Other funds holding BIV

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Brewster Financial Planning's BIV Position: Q2 2026 in Review

Brewster Financial Planning increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0.81% in Q2 2026, buying an estimated $180K and bringing the position to 291,009 shares worth $22.3M. The position accounts for 12.26% of the portfolio, ranked #4.

Brewster Financial Planning first reported a position in BIV in Q4 2021 and has held it in 19 quarters since. 1,014 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Brewster Financial Planning held 291,009 shares of Vanguard Intermediate-Term Bond ETF worth $22.3M as of Q2 2026.
Brewster Financial Planning bought 2,341 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $180K.
Vanguard Intermediate-Term Bond ETF made up 12.26% of Brewster Financial Planning's portfolio in Q2 2026, its #4 holding.
Brewster Financial Planning first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2021 and has held it in 19 quarters since.
1,014 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Brewster Financial Planning's 13F filing for Q2 2026, filed 14 Jul 2026.