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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
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Brio Consultants's BIV Position: Q1 2026 in Review

Brio Consultants increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 3% in Q1 2026, buying an estimated $23K and bringing the position to 10,076 shares worth $773K. The position accounts for 0.09% of the portfolio, ranked #85.

Brio Consultants first reported a position in BIV in Q4 2018 and has held it in 30 quarters since. The position peaked at $51.5M in Q2 2024. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

  • Brio Consultants held 10,076 shares of Vanguard Intermediate-Term Bond ETF worth $773K as of Q1 2026.
  • Brio Consultants bought 295 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $23K.
  • Vanguard Intermediate-Term Bond ETF made up 0.09% of Brio Consultants's portfolio in Q1 2026, its #85 holding.
  • Brio Consultants first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2018 and has held it in 30 quarters since.
  • Brio Consultants's Vanguard Intermediate-Term Bond ETF position peaked at $51.5M in Q2 2024.
  • 1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Brio Consultants's 13F filing for Q1 2026, filed 6 May 2026.