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 Q3	$33.8M	Buy	464,181 +20,725	+5%	+$1.56M	14.15%	2
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

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

MBT

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return

CSIA

Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

Brighton Securities's BIV Position: Q3 2026 in Review

Brighton Securities increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 4.7% in Q3 2026, buying an estimated $1.56M and bringing the position to 464,181 shares worth $33.8M. The position accounts for 14.15% of the portfolio, ranked #2.

Brighton Securities first reported a position in BIV in Q4 2024 and has held it in 8 quarters since. The position peaked at $40.4M in Q1 2025. 41 funds tracked by Wall St. Rank hold BIV as of Q3 2026.

Brighton Securities held 464,181 shares of Vanguard Intermediate-Term Bond ETF worth $33.8M as of Q3 2026.
Brighton Securities bought 20,725 Vanguard Intermediate-Term Bond ETF shares in Q3 2026, an estimated $1.56M.
Vanguard Intermediate-Term Bond ETF made up 14.15% of Brighton Securities's portfolio in Q3 2026, its #2 holding.
Brighton Securities first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2024 and has held it in 8 quarters since.
Brighton Securities's Vanguard Intermediate-Term Bond ETF position peaked at $40.4M in Q1 2025.
41 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2026.

Based on Brighton Securities's 13F filing for Q3 2026, filed 8 Oct 2026.