Rossmore Private Capital’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Rossmore Private Capital’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
2025 Q4	–	Sell	-2,716	Closed	-$212K	–	348
2025 Q3	$212K	Hold	2,716	–	–	0.02%	255
2025 Q2	$210K	Hold	2,716	–	–	0.02%	250
2025 Q1	$208K	Hold	2,716	–	–	0.03%	239
2024 Q4	$203K	Buy	+2,716	New	+$206K	0.03%	231

Other funds holding BIV

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $377B AUM 19.32% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Rossmore Private Capital's BIV Position: Q4 2025 in Review

Rossmore Private Capital sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2025, closing a stake of 2,716 shares — an estimated $212K sold.

Rossmore Private Capital first reported a position in BIV in Q4 2024 and held it in 4 quarters. The position peaked at $212K in Q3 2025. 977 funds tracked by Wall St. Rank hold BIV as of Q4 2025.

Rossmore Private Capital reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2025 after selling out during the quarter.
Rossmore Private Capital sold 2,716 Vanguard Intermediate-Term Bond ETF shares in Q4 2025, an estimated $212K.
Rossmore Private Capital first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2024 and held it in 4 quarters.
Rossmore Private Capital's Vanguard Intermediate-Term Bond ETF position peaked at $212K in Q3 2025.
977 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2025.

Based on Rossmore Private Capital's 13F filing for Q4 2025, filed 5 Feb 2026.