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

Jacobsen 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	$6.04M	Buy	78,704 +9,053	+13%	+$695K	1.77%	13
2026 Q1	$5.38M	Buy	69,651 +5,915	+9%	+$460K	1.82%	12
2025 Q4	$4.96M	Buy	63,736 +2,151	+3%	+$168K	1.62%	13
2025 Q3	$4.81M	Buy	61,585 +512	+0.8%	+$39.6K	1.63%	13
2025 Q2	$4.72M	Sell	61,073 -20	-0%	-$1.52K	1.74%	12
2025 Q1	$4.68M	Buy	61,093 +6,205	+11%	+$468K	2.03%	11
2024 Q4	$4.1M	Buy	54,888 +3,693	+7%	+$281K	1.75%	11
2024 Q3	$4.01M	Buy	51,195 +4,363	+9%	+$336K	1.69%	11
2024 Q2	$3.51M	Sell	46,832 -3,611	-7%	-$268K	1.57%	12
2024 Q1	$3.8M	Buy	+50,443	New	+$3.8M	1.76%	10
2019 Q4	$2.33M	Buy	26,657 +624	+2%	+$54.6K	2.32%	9
2019 Q3	$2.29M	Buy	26,033 +157	+0.6%	+$13.7K	2.2%	9
2019 Q2	$2.24M	Buy	+25,876	New	+$2.19M	2.23%	9

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

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

Jacobsen Capital Management increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 13% in Q2 2026, buying an estimated $695K and bringing the position to 78,704 shares worth $6.04M. The position accounts for 1.77% of the portfolio, ranked #13.

Jacobsen Capital Management first reported a position in BIV in Q2 2019 and has held it in 13 quarters since. 1,020 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Jacobsen Capital Management held 78,704 shares of Vanguard Intermediate-Term Bond ETF worth $6.04M as of Q2 2026.
Jacobsen Capital Management bought 9,053 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $695K.
Vanguard Intermediate-Term Bond ETF made up 1.77% of Jacobsen Capital Management's portfolio in Q2 2026, its #13 holding.
Jacobsen Capital Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2019 and has held it in 13 quarters since.
1,020 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Jacobsen Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.