Lowe Brockenbrough & Co
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Lowe Brockenbrough & Co’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Lowe Brockenbrough & Co’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
Q3 		$639K Buy
8,771
+85
+1% +$6.39K 0.03% 223
2026
Q2 		$666K Buy
8,686
+7,595
+696% +$583K 0.03% 203
2026
Q1 		$84.2K Hold
1,091
– – ﹤0.01% 289
2025
Q4 		$85K Hold
1,091
– – ﹤0.01% 291
2025
Q3 		$85.2K Hold
1,091
– – ﹤0.01% 300
2025
Q2 		$84.4K Buy
+1,091
New +$83.1K ﹤0.01% 287

Other funds holding BIV

True Link Financial Advisors
True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Lincoln National Corp
Lincoln National Corp Radnor, Pennsylvania $3.68B AUM 7.84% 1-Year Est. Return
Retirement Investment Advisors
Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Lowe Brockenbrough & Co's BIV Position: Q3 2026 in Review

Lowe Brockenbrough & Co increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0.98% in Q3 2026, buying an estimated $6.39K and bringing the position to 8,771 shares worth $639K. The position accounts for 0.03% of the portfolio, ranked #223.

Lowe Brockenbrough & Co first reported a position in BIV in Q2 2025 and has held it in 6 quarters since. The position peaked at $666K in Q2 2026. 702 funds tracked by Wall St. Rank hold BIV as of Q3 2026.

  • Lowe Brockenbrough & Co held 8,771 shares of Vanguard Intermediate-Term Bond ETF worth $639K as of Q3 2026.
  • Lowe Brockenbrough & Co bought 85 Vanguard Intermediate-Term Bond ETF shares in Q3 2026, an estimated $6.39K.
  • Vanguard Intermediate-Term Bond ETF made up 0.03% of Lowe Brockenbrough & Co's portfolio in Q3 2026, its #223 holding.
  • Lowe Brockenbrough & Co first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2025 and has held it in 6 quarters since.
  • Lowe Brockenbrough & Co's Vanguard Intermediate-Term Bond ETF position peaked at $666K in Q2 2026.
  • 702 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q3 2026, filed 9 Nov 2026.