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

Rockefeller 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	$88.1M	Buy	1,148,006 +60,596	+6%	+$4.65M	0.14%	145
2026 Q1	$83.9M	Buy	1,087,410 +808,747	+290%	+$63M	0.15%	132
2025 Q4	$21.7M	Buy	278,663 +134,722	+94%	+$10.5M	0.04%	421
2025 Q3	$11.2M	Buy	143,941 +1,133	+0.8%	+$87.7K	0.02%	595
2025 Q2	$11M	Buy	142,808 +3,492	+3%	+$266K	0.02%	578
2025 Q1	$10.7M	Sell	139,316 -34,963	-20%	-$2.64M	0.03%	556
2024 Q4	$13M	Buy	174,279 +42,621	+32%	+$3.24M	0.03%	473
2024 Q3	$10.3M	Buy	131,658 +3,724	+3%	+$287K	0.03%	541
2024 Q2	$9.58M	Buy	127,934 +1,229	+1%	+$91.3K	0.03%	526
2024 Q1	$9.55M	Buy	126,705 +4,371	+4%	+$329K	0.03%	518
2023 Q4	$9.34M	Buy	122,334 +68,448	+127%	+$5.01M	0.03%	478
2023 Q3	$3.9M	Sell	53,886 -98,608	-65%	-$7.29M	0.02%	635
2023 Q2	$11.3M	Buy	152,494 +78,387	+106%	+$5.97M	0.04%	399
2023 Q1	$5.69M	Sell	74,107 -25,390	-26%	-$1.92M	0.02%	544
2022 Q4	$7.39M	Sell	99,497 -5,062	-5%	-$375K	0.04%	440
2022 Q3	$7.68M	Buy	104,559 +63,034	+152%	+$4.88M	0.04%	427
2022 Q2	$3.22M	Sell	41,525 -3,473	-8%	-$272K	0.02%	624
2022 Q1	$3.69M	Buy	44,998 +2,476	+6%	+$209K	0.02%	616
2021 Q4	$3.73M	Buy	42,522 +3,238	+8%	+$287K	0.02%	627
2021 Q3	$3.51M	Buy	39,284 +5,468	+16%	+$495K	0.02%	584
2021 Q2	$3.04M	Buy	33,816 +654	+2%	+$58.4K	0.02%	609
2021 Q1	$2.94M	Buy	33,162 +960	+3%	+$87.2K	0.02%	482
2020 Q4	$2.99M	Buy	32,202 +2,029	+7%	+$189K	0.02%	422
2020 Q3	$2.82M	Buy	30,173 +3,657	+14%	+$342K	0.03%	359
2020 Q2	$2.47M	Sell	26,516 -7,484	-22%	-$685K	0.03%	358
2020 Q1	$3.04M	Sell	34,000 -8,300	-20%	-$736K	0.04%	271
2019 Q4	$3.69M	Buy	42,300 +12,673	+43%	+$1.11M	0.05%	245
2019 Q3	$2.61M	Sell	29,627 -2,703	-8%	-$236K	0.04%	256
2019 Q2	$2.8M	Sell	32,330 -933	-3%	-$78.8K	0.04%	213
2019 Q1	$2.79M	Buy	33,263 +33,171	+36,055%	+$2.73M	0.04%	216
2018 Q4	$7K	Buy	+92	New	+$7.37K	﹤0.01%	752

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

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

Rockefeller Capital Management increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 5.6% in Q2 2026, buying an estimated $4.65M and bringing the position to 1,148,006 shares worth $88.1M. The position accounts for 0.14% of the portfolio, ranked #145.

Rockefeller Capital Management first reported a position in BIV in Q4 2018 and has held it in 31 quarters since. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Rockefeller Capital Management held 1,148,006 shares of Vanguard Intermediate-Term Bond ETF worth $88.1M as of Q2 2026.
Rockefeller Capital Management bought 60,596 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $4.65M.
Vanguard Intermediate-Term Bond ETF made up 0.14% of Rockefeller Capital Management's portfolio in Q2 2026, its #145 holding.
Rockefeller Capital Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2018 and has held it in 31 quarters since.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

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