Loudon Investment Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Loudon Investment 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	$489K	Buy	6,378 +245	+4%	+$18.8K	0.24%	74
2026 Q1	$473K	Buy	6,133 +1,016	+20%	+$79.1K	0.25%	73
2025 Q4	$399K	Buy	5,117 +433	+9%	+$33.9K	0.21%	77
2025 Q3	$366K	Buy	4,684 +116	+3%	+$8.98K	0.19%	78
2025 Q2	$353K	Buy	4,568 +53	+1%	+$4.04K	0.2%	83
2025 Q1	$346K	Hold	4,515	–	–	0.2%	81
2024 Q4	$337K	Buy	4,515 +1,061	+31%	+$80.7K	0.19%	81
2024 Q3	$271K	Buy	3,454 +779	+29%	+$60.1K	0.15%	91
2024 Q2	$200K	Hold	2,675	–	–	0.12%	98
2024 Q1	$202K	Sell	2,675 -445	-14%	-$33.5K	0.12%	96
2023 Q4	$238K	Hold	3,120	–	–	0.15%	90
2023 Q3	$226K	Sell	3,120 -385	-11%	-$28.5K	0.16%	91
2023 Q2	$264K	Sell	3,505 -210	-6%	-$16K	0.17%	85
2023 Q1	$285K	Hold	3,715	–	–	0.2%	83
2022 Q4	$276K	Hold	3,715	–	–	0.2%	84
2022 Q3	$273K	Hold	3,715	–	–	0.22%	80
2022 Q2	$288K	Hold	3,715	–	–	0.22%	79
2022 Q1	$304K	Buy	3,715 +105	+3%	+$8.87K	0.2%	79
2021 Q4	$316K	Sell	3,610 -1,300	-26%	-$115K	0.2%	80
2021 Q3	$439K	Buy	4,910 +280	+6%	+$25.4K	0.31%	64
2021 Q2	$417K	Sell	4,630 -115	-2%	-$10.3K	0.28%	66
2021 Q1	$421K	Buy	4,745 +330	+7%	+$30K	0.3%	59
2020 Q4	$410K	Buy	4,415 +1,500	+51%	+$140K	0.32%	56
2020 Q3	$272K	Hold	2,915	–	–	0.23%	66
2020 Q2	$272K	Buy	2,915 +125	+4%	+$11.4K	0.23%	65
2020 Q1	$249K	Buy	2,790 +280	+11%	+$24.8K	0.26%	69
2019 Q4	$219K	Buy	+2,510	New	+$220K	0.17%	84
2017 Q1	–	Sell	-3,510	Closed	-$292K	–	90
2016 Q4	$292K	Sell	3,510 -210	-6%	-$17.8K	0.23%	68
2016 Q3	$326K	Hold	3,720	–	–	0.25%	64
2016 Q2	$328K	Hold	3,720	–	–	0.26%	65
2016 Q1	$321K	Hold	3,720	–	–	0.26%	60
2015 Q4	$309K	Hold	3,720	–	–	0.25%	63
2015 Q3	$316K	Buy	3,720 +486	+15%	+$40.9K	0.27%	62
2015 Q2	$271K	Hold	3,234	–	–	0.21%	69
2015 Q1	$279K	Hold	3,234	–	–	0.21%	70
2014 Q4	$274K	Hold	3,234	–	–	0.2%	67
2014 Q3	$272K	Sell	3,234 -217	-6%	-$18.3K	0.19%	73
2014 Q2	$292K	Hold	3,451	–	–	0.2%	75
2014 Q1	$288K	Hold	3,451	–	–	0.21%	75
2013 Q4	$282K	Buy	+3,451	New	+$288K	0.21%	74

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

Loudon Investment Management's BIV Position: Q2 2026 in Review

Loudon Investment Management increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 4% in Q2 2026, buying an estimated $18.8K and bringing the position to 6,378 shares worth $489K. The position accounts for 0.24% of the portfolio, ranked #74.

Loudon Investment Management first reported a position in BIV in Q4 2013 and has held it in 40 quarters since. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Loudon Investment Management held 6,378 shares of Vanguard Intermediate-Term Bond ETF worth $489K as of Q2 2026.
Loudon Investment Management bought 245 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $18.8K.
Vanguard Intermediate-Term Bond ETF made up 0.24% of Loudon Investment Management's portfolio in Q2 2026, its #74 holding.
Loudon Investment Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2013 and has held it in 40 quarters since.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Loudon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.