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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
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

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baird Financial Group
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Lowe Brockenbrough & Co's BIV Position: Q2 2026 in Review

Lowe Brockenbrough & Co increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 696% in Q2 2026, buying an estimated $583K and bringing the position to 8,686 shares worth $666K. The position accounts for 0.03% of the portfolio, ranked #203.

Lowe Brockenbrough & Co first reported a position in BIV in Q2 2025 and has held it in 5 quarters since. 1,020 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Lowe Brockenbrough & Co held 8,686 shares of Vanguard Intermediate-Term Bond ETF worth $666K as of Q2 2026.
  • Lowe Brockenbrough & Co bought 7,595 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $583K.
  • Vanguard Intermediate-Term Bond ETF made up 0.03% of Lowe Brockenbrough & Co's portfolio in Q2 2026, its #203 holding.
  • Lowe Brockenbrough & Co first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,020 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q2 2026, filed 3 Aug 2026.