Brown Advisory’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Brown Advisory’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	$3.59M	Sell	46,501 -102,383	-69%	-$7.97M	0.01%	586
2025 Q4	$11.6M	Buy	148,884 +100,984	+211%	+$7.9M	0.02%	405
2025 Q3	$3.74M	Buy	47,900 +306	+0.6%	+$23.7K	﹤0.01%	567
2025 Q2	$3.68M	Sell	47,594 -706	-1%	-$53.8K	﹤0.01%	558
2025 Q1	$3.7M	Buy	48,300 +17	+0%	+$1.28K	0.01%	542
2024 Q4	$3.61M	Hold	48,283	–	–	﹤0.01%	557
2024 Q3	$3.78M	Hold	48,283	–	–	﹤0.01%	544
2024 Q2	$3.62M	Hold	48,283	–	–	﹤0.01%	536
2024 Q1	$3.64M	Hold	48,283	–	–	﹤0.01%	543
2023 Q4	$3.69M	Buy	48,283 +582	+1%	+$42.6K	0.01%	530
2023 Q3	$3.45M	Buy	47,701 +1,400	+3%	+$104K	0.01%	522
2023 Q2	$3.48M	Hold	46,301	–	–	0.01%	523
2023 Q1	$3.55M	Buy	46,301 +1,686	+4%	+$128K	0.01%	518
2022 Q4	$3.32M	Buy	+44,615	New	+$3.31M	0.01%	531

Other funds holding BIV

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Brown Advisory's BIV Position: Q1 2026 in Review

Brown Advisory reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 69% in Q1 2026, selling an estimated $7.97M and leaving 46,501 shares worth $3.59M. The position accounts for 0.01% of the portfolio, ranked #586.

Brown Advisory first reported a position in BIV in Q4 2022 and has held it in 14 quarters since. The position peaked at $11.6M in Q4 2025. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

Brown Advisory held 46,501 shares of Vanguard Intermediate-Term Bond ETF worth $3.59M as of Q1 2026.
Brown Advisory sold 102,383 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $7.97M.
Vanguard Intermediate-Term Bond ETF made up 0.01% of Brown Advisory's portfolio in Q1 2026, its #586 holding.
Brown Advisory first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2022 and has held it in 14 quarters since.
Brown Advisory's Vanguard Intermediate-Term Bond ETF position peaked at $11.6M in Q4 2025.
1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Brown Advisory's 13F filing for Q1 2026, filed 15 May 2026.