Brookstone Capital Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Brookstone Capital Management’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	$14.7M	Buy	191,950 +9,487	+5%	+$728K	0.15%	165
2026 Q1	$14.1M	Buy	182,463 +14,614	+9%	+$1.14M	0.16%	156
2025 Q4	$13.1M	Buy	167,849 +6,648	+4%	+$520K	0.15%	166
2025 Q3	$12.6M	Buy	161,201 +13,109	+9%	+$1.01M	0.15%	169
2025 Q2	$11.5M	Buy	148,092 +12,952	+10%	+$986K	0.15%	168
2025 Q1	$10.3M	Buy	135,140 +9,021	+7%	+$681K	0.15%	168
2024 Q4	$9.42M	Buy	126,119 +13,651	+12%	+$1.04M	0.14%	187
2024 Q3	$8.81M	Buy	112,468 +15,519	+16%	+$1.2M	0.13%	176
2024 Q2	$7.37M	Sell	96,949 -99,244	-51%	-$7.37M	0.12%	181
2024 Q1	$14.8M	Sell	196,193 -5,388	-3%	-$406K	0.26%	90
2023 Q4	$15.4M	Buy	201,581 +11,507	+6%	+$843K	0.3%	85
2023 Q3	$13.4M	Sell	190,074 -6,170	-3%	-$456K	0.29%	91
2023 Q2	$14.5M	Buy	196,244 +16,340	+9%	+$1.24M	0.29%	95
2023 Q1	$13.7M	Buy	179,904 +3,491	+2%	+$264K	0.27%	107
2022 Q4	$13.4M	Sell	176,413 -8,391	-5%	-$622K	0.27%	103
2022 Q3	$13.5M	Buy	184,804 +576	+0.3%	+$44.6K	0.31%	80
2022 Q2	$14.3M	Sell	184,228 -16,775	-8%	-$1.32M	0.32%	82
2022 Q1	$16M	Buy	201,003 +33,727	+20%	+$2.85M	0.31%	77
2021 Q4	$14.4M	Buy	167,276 +18,554	+12%	+$1.65M	0.25%	87
2021 Q3	$13.3M	Buy	148,722 +22,557	+18%	+$2.04M	0.24%	86
2021 Q2	$11.4M	Buy	126,165 +39,196	+45%	+$3.5M	0.2%	99
2021 Q1	$7.72M	Buy	86,969 +18,062	+26%	+$1.64M	0.3%	77
2020 Q4	$6.4M	Sell	68,907 -22,835	-25%	-$2.13M	0.25%	83
2020 Q3	$8.58M	Buy	91,742 +31,453	+52%	+$2.95M	0.4%	49
2020 Q2	$5.62M	Sell	60,289 -5,462	-8%	-$500K	0.35%	48
2020 Q1	$5.87M	Buy	65,751 +15,075	+30%	+$1.34M	0.34%	48
2019 Q4	$4.42M	Buy	50,676 +4,973	+11%	+$435K	0.22%	69
2019 Q3	$4.02M	Buy	45,703 +8,838	+24%	+$772K	0.22%	72
2019 Q2	$3.19M	Buy	36,865 +14,234	+63%	+$1.2M	0.18%	81
2019 Q1	$1.9M	Buy	22,631 +6,531	+41%	+$538K	0.12%	111
2018 Q4	$1.31M	Buy	16,100 +7,074	+78%	+$566K	0.1%	112
2018 Q3	$726K	Buy	9,026 +6,057	+204%	+$490K	0.06%	203
2018 Q2	$240K	Buy	2,969 +204	+7%	+$16.5K	0.02%	327
2018 Q1	$226K	Buy	+2,765	New	+$227K	0.02%	310
2016 Q1	–	Sell	-3,259	Closed	-$271K	–	232
2015 Q4	$271K	Sell	3,259 -786	-19%	-$66.2K	0.05%	130
2015 Q3	$343K	Sell	4,045 -814	-17%	-$68.5K	0.06%	104
2015 Q2	$408K	Buy	+4,859	New	+$413K	0.05%	150

Other funds holding BIV

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SCA

Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

FPTW

Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Brighton Securities Rochester, New York $233M AUM 15.96% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Brookstone Capital Management's BIV Position: Q2 2026 in Review

Brookstone Capital Management increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 5.2% in Q2 2026, buying an estimated $728K and bringing the position to 191,950 shares worth $14.7M. The position accounts for 0.15% of the portfolio, ranked #165.

Brookstone Capital Management first reported a position in BIV in Q2 2015 and has held it in 37 quarters since. The position peaked at $16M in Q1 2022. 191 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Brookstone Capital Management held 191,950 shares of Vanguard Intermediate-Term Bond ETF worth $14.7M as of Q2 2026.
Brookstone Capital Management bought 9,487 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $728K.
Vanguard Intermediate-Term Bond ETF made up 0.15% of Brookstone Capital Management's portfolio in Q2 2026, its #165 holding.
Brookstone Capital Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2015 and has held it in 37 quarters since.
Brookstone Capital Management's Vanguard Intermediate-Term Bond ETF position peaked at $16M in Q1 2022.
191 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.