Orleans Capital Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Orleans Capital 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	$259K	Hold	3,380	–	–	0.13%	110
2026 Q1	$261K	Buy	3,380 +190	+6%	+$14.8K	0.18%	89
2025 Q4	$248K	Sell	3,190 -4,550	-59%	-$356K	0.15%	105
2025 Q3	$604K	Sell	7,740 -2,725	-26%	-$211K	0.39%	61
2025 Q2	$809K	Buy	10,465 +850	+9%	+$64.7K	0.43%	57
2025 Q1	$736K	Buy	9,615 +750	+8%	+$56.6K	0.43%	57
2024 Q4	$665K	Buy	8,865 +2,670	+43%	+$203K	0.37%	60
2024 Q3	$486K	Buy	+6,195	New	+$478K	0.28%	64

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

Orleans Capital Management's BIV Position: Q2 2026 in Review

Orleans Capital Management held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q2 2026 at 3,380 shares worth $259K. The position accounts for 0.13% of the portfolio, ranked #110.

Orleans Capital Management first reported a position in BIV in Q3 2024 and has held it in 8 quarters since. The position peaked at $809K in Q2 2025. 1,023 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Orleans Capital Management held 3,380 shares of Vanguard Intermediate-Term Bond ETF worth $259K as of Q2 2026.
Orleans Capital Management left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q2 2026.
Vanguard Intermediate-Term Bond ETF made up 0.13% of Orleans Capital Management's portfolio in Q2 2026, its #110 holding.
Orleans Capital Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2024 and has held it in 8 quarters since.
Orleans Capital Management's Vanguard Intermediate-Term Bond ETF position peaked at $809K in Q2 2025.
1,023 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Orleans Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.