Brown Advisory’s VanEck BDC Income ETF BIZD Stock Holding History

Brown Advisory’s Portfolio BIZD Stock Details BIZD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-15,176	Closed	-$194K	–	1459
2026 Q1	$194K	Sell	15,176 -1,408	-8%	-$19K	﹤0.01%	1338
2025 Q4	$235K	Sell	16,584 -14,638	-47%	-$210K	﹤0.01%	1291
2025 Q3	$466K	Hold	31,222	–	–	﹤0.01%	1076
2025 Q2	$508K	Hold	31,222	–	–	﹤0.01%	1004
2025 Q1	$523K	Hold	31,222	–	–	﹤0.01%	968
2024 Q4	$519K	Hold	31,222	–	–	﹤0.01%	1003
2024 Q3	$517K	Buy	31,222 +148	+0.5%	+$2.43K	﹤0.01%	989
2024 Q2	$532K	Buy	31,074 +16,342	+111%	+$275K	﹤0.01%	945
2024 Q1	$249K	Buy	+14,732	New	+$241K	﹤0.01%	1119

Other funds holding BIZD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

TCA

Transcend Capital Advisors Madison, New Jersey $1.48B AUM 25.55% 1-Year Est. Return

MHFA

Mission Hills Financial Advisory San Diego, California $228M AUM 13.77% 1-Year Est. Return

Brown Advisory's BIZD Position: Q2 2026 in Review

Brown Advisory sold out of VanEck BDC Income ETF (BIZD) in Q2 2026, closing a stake of 15,176 shares — an estimated $194K sold.

Brown Advisory first reported a position in BIZD in Q1 2024 and held it in 9 quarters. The position peaked at $532K in Q2 2024. 267 funds tracked by Wall St. Rank hold BIZD as of Q2 2026.

Brown Advisory reported no remaining VanEck BDC Income ETF position as of Q2 2026 after selling out during the quarter.
Brown Advisory sold 15,176 VanEck BDC Income ETF shares in Q2 2026, an estimated $194K.
Brown Advisory first reported a position in VanEck BDC Income ETF in Q1 2024 and held it in 9 quarters.
Brown Advisory's VanEck BDC Income ETF position peaked at $532K in Q2 2024.
267 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2026.

Based on Brown Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.