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

Brown Wealth 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	$29.8M	Buy	388,428 +41,727	+12%	+$3.2M	6.66%	3
2026 Q1	$26.8M	Buy	346,701 +50,440	+17%	+$3.93M	6.87%	3
2025 Q4	$23.1M	Buy	296,261 +61,604	+26%	+$4.82M	6.07%	2
2025 Q3	$18.3M	Buy	234,657 +29,750	+15%	+$2.3M	5.15%	4
2025 Q2	$15.8M	Buy	204,907 +28,808	+16%	+$2.19M	4.92%	4
2025 Q1	$13.5M	Sell	176,099 -128,315	-42%	-$9.68M	4.64%	6
2024 Q4	$22.7M	Buy	304,414 +23,508	+8%	+$1.79M	8.06%	3
2024 Q3	$22M	Buy	280,906 +40,492	+17%	+$3.12M	7.94%	3
2024 Q2	$18M	Buy	240,414 +12,647	+6%	+$940K	7.26%	4
2024 Q1	$17.2M	Buy	+227,767	New	+$17.2M	7.1%	4

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

Brown Wealth Management's BIV Position: Q2 2026 in Review

Brown Wealth Management increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 12% in Q2 2026, buying an estimated $3.2M and bringing the position to 388,428 shares worth $29.8M. The position accounts for 6.66% of the portfolio, ranked #3.

Brown Wealth Management first reported a position in BIV in Q1 2024 and has held it in 10 quarters since. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Brown Wealth Management held 388,428 shares of Vanguard Intermediate-Term Bond ETF worth $29.8M as of Q2 2026.
Brown Wealth Management bought 41,727 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $3.2M.
Vanguard Intermediate-Term Bond ETF made up 6.66% of Brown Wealth Management's portfolio in Q2 2026, its #3 holding.
Brown Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2024 and has held it in 10 quarters since.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Brown Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.