Brio Consultants’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Brio Consultants’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	$773K	Buy	10,077 +1	+0%	+$77	0.09%	90
2026 Q1	$773K	Buy	10,076 +295	+3%	+$23K	0.09%	85
2025 Q4	$762K	Buy	9,781 +8	+0.1%	+$626	0.1%	82
2025 Q3	$763K	Buy	9,773 +139	+1%	+$10.8K	0.11%	79
2025 Q2	$745K	Sell	9,634 -32	-0.3%	-$2.44K	0.11%	76
2025 Q1	$740K	Sell	9,666 -535	-5%	-$40.4K	0.12%	67
2024 Q4	$762K	Sell	10,201 -694	-6%	-$52.8K	0.12%	67
2024 Q3	$854K	Sell	10,895 -677,367	-98%	-$52.2M	0.14%	64
2024 Q2	$51.5M	Buy	688,262 +11,189	+2%	+$831K	8.5%	3
2024 Q1	$51.1M	Buy	677,073 +59,091	+10%	+$4.45M	8.61%	3
2023 Q4	$47.2M	Buy	617,982 +5,715	+0.9%	+$419K	8.37%	3
2023 Q3	$44.3M	Buy	612,267 +86,639	+16%	+$6.41M	8.31%	2
2023 Q2	$39.5M	Buy	525,628 +29,150	+6%	+$2.22M	7.15%	3
2023 Q1	$38.1M	Buy	496,478 +17,103	+4%	+$1.3M	7.05%	2
2022 Q4	$35.6M	Buy	479,375 +7,425	+2%	+$550K	7.1%	1
2022 Q3	$34M	Sell	471,950 -86,183	-15%	-$6.67M	7.18%	1
2022 Q2	$43.6M	Buy	558,133 +461,147	+475%	+$36.2M	9.9%	1
2022 Q1	$7.94M	Sell	96,986 -85,364	-47%	-$7.21M	1.69%	19
2021 Q4	$16M	Sell	182,350 -15,241	-8%	-$1.35M	3.76%	9
2021 Q3	$17.7M	Buy	197,591 +23,472	+13%	+$2.13M	4.29%	8
2021 Q2	$15.7M	Buy	174,119 +7,491	+4%	+$669K	4%	8
2021 Q1	$14.8M	Buy	166,628 +19,593	+13%	+$1.78M	4.35%	8
2020 Q4	$13.7M	Sell	147,035 -11,329	-7%	-$1.06M	4.41%	8
2020 Q3	$14.8M	Buy	158,364 +15,144	+11%	+$1.42M	4.47%	7
2020 Q2	$13.3M	Buy	143,220 +115,095	+409%	+$10.5M	4.46%	7
2020 Q1	$2.51M	Buy	28,125 +1,825	+7%	+$162K	1%	23
2019 Q4	$2.29M	Buy	26,300 +2,425	+10%	+$212K	0.77%	25
2019 Q3	$2.1M	Buy	23,875 +12,624	+112%	+$1.1M	0.79%	26
2019 Q2	$973K	Buy	11,251 +8,705	+342%	+$735K	0.39%	31
2019 Q1	$214K	Sell	2,546 -1,671	-40%	-$138K	0.09%	65
2018 Q4	$343K	Buy	+4,217	New	+$338K	0.18%	51

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

Brio Consultants's BIV Position: Q2 2026 in Review

Brio Consultants increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0.01% in Q2 2026, buying an estimated $77 and bringing the position to 10,077 shares worth $773K. The position accounts for 0.09% of the portfolio, ranked #90.

Brio Consultants first reported a position in BIV in Q4 2018 and has held it in 31 quarters since. The position peaked at $51.5M in Q2 2024. 1,020 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Brio Consultants held 10,077 shares of Vanguard Intermediate-Term Bond ETF worth $773K as of Q2 2026.
Brio Consultants bought 1 Vanguard Intermediate-Term Bond ETF share in Q2 2026, an estimated $77.
Vanguard Intermediate-Term Bond ETF made up 0.09% of Brio Consultants's portfolio in Q2 2026, its #90 holding.
Brio Consultants first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2018 and has held it in 31 quarters since.
Brio Consultants's Vanguard Intermediate-Term Bond ETF position peaked at $51.5M in Q2 2024.
1,020 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Brio Consultants's 13F filing for Q2 2026, filed 12 Aug 2026.