Brighton Securities’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Brighton Securities’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	$34M	Buy	443,456 +8,641	+2%	+$663K	14.61%	2
2026 Q1	$33.6M	Buy	434,815 +49,146	+13%	+$3.83M	16.17%	2
2025 Q4	$30M	Buy	385,669 +10,044	+3%	+$786K	14.83%	2
2025 Q3	$29.3M	Sell	375,625 -5,464	-1%	-$423K	15.28%	2
2025 Q2	$29.5M	Sell	381,089 -146,308	-28%	-$11.1M	16.11%	2
2025 Q1	$40.4M	Buy	527,397 +52,833	+11%	+$3.99M	19.69%	2
2024 Q4	$35.5M	Buy	+474,564	New	+$36.1M	17.24%	2

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

Brighton Securities's BIV Position: Q2 2026 in Review

Brighton Securities increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 2% in Q2 2026, buying an estimated $663K and bringing the position to 443,456 shares worth $34M. The position accounts for 14.61% of the portfolio, ranked #2.

Brighton Securities first reported a position in BIV in Q4 2024 and has held it in 7 quarters since. The position peaked at $40.4M in Q1 2025. 1,014 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Brighton Securities held 443,456 shares of Vanguard Intermediate-Term Bond ETF worth $34M as of Q2 2026.
Brighton Securities bought 8,641 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $663K.
Vanguard Intermediate-Term Bond ETF made up 14.61% of Brighton Securities's portfolio in Q2 2026, its #2 holding.
Brighton Securities first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
Brighton Securities's Vanguard Intermediate-Term Bond ETF position peaked at $40.4M in Q1 2025.
1,014 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Brighton Securities's 13F filing for Q2 2026, filed 7 Jul 2026.