Brio Consultants, LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1747799
SAN FRANCISCO, CA
Position in BIV
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$772,905
-$4,760 QoQ
Shares Held
10,077
+0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.97%
of 13F equity value
Holder Rank
#150
of 252 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BIV Over Time
Shares Held
Position Value (USD)
All Filings in BIV
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $772,905 | 10,077 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $777,665 | 10,076 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $761,744 | 9,781 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $763,173 | 9,773 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $745,093 | 9,634 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $740,125 | 9,666 | Shares | Sole | 2025-07-07 | |
| 2024-12-31 | $762,320 | 10,201 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $853,841 | 10,895 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $51,543,941 | 688,262 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $51,051,304 | 677,073 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $47,201,465 | 617,982 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $44,273,026 | 612,267 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $39,542,994 | 525,628 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $38,099,721 | 496,478 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $35,627,150 | 479,375 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $34,678,886 | 471,950 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $43,339,027 | 558,133 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $7,943,153 | 96,986 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $15,977,507 | 182,350 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $17,672,539 | 197,591 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $15,663,745 | 174,119 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $14,784,902 | 166,628 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $13,652,199 | 147,035 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $14,803,866 | 158,364 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $13,346,671 | 143,220 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $2,512,406 | 28,125 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||