Jeff Yass’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Jeff Yass’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 Q3	–	Sell	-8,700	Closed	-$673K	–	12411
2025 Q2	$673K	Buy	8,700 +2,700	+45%	+$206K	﹤0.01%	8476
2025 Q1	$459K	Buy	+6,000	New	+$453K	﹤0.01%	9080
2024 Q4	–	Sell	-7,100	Closed	-$556K	–	12196
2024 Q3	$556K	Sell	7,100 -6,100	-46%	-$470K	﹤0.01%	8204
2024 Q2	$989K	Buy	13,200 +8,700	+193%	+$647K	﹤0.01%	6624
2024 Q1	$339K	Buy	+4,500	New	+$339K	﹤0.01%	9427
2023 Q2	–	Sell	-8,700	Closed	-$668K	–	12074
2023 Q1	$668K	Buy	+8,700	New	+$659K	﹤0.01%	7841
2022 Q3	–	Sell	-4,300	Closed	-$334K	–	13165
2022 Q2	$334K	Buy	+4,300	New	+$337K	﹤0.01%	9279
2022 Q1	–	Sell	-6,400	Closed	-$561K	–	12987
2021 Q4	$561K	Buy	6,400 +100	+2%	+$8.87K	﹤0.01%	8869
2021 Q3	$563K	Buy	+6,300	New	+$570K	﹤0.01%	9060
2021 Q1	–	Sell	-70,600	Closed	-$6.55M	–	12236
2020 Q4	$6.55M	Buy	+70,600	New	+$6.57M	﹤0.01%	3024
2015 Q4	–	Sell	-4,900	Closed	-$416K	–	9409
2015 Q3	$416K	Sell	4,900 -1,300	-21%	-$109K	﹤0.01%	7446
2015 Q2	$520K	Buy	+6,200	New	+$527K	﹤0.01%	7565
2014 Q2	–	Sell	-7,000	Closed	-$583K	–	9741
2014 Q1	$583K	Sell	7,000 -1,000	-13%	-$83.2K	﹤0.01%	6485
2013 Q4	$654K	Buy	+8,000	New	+$668K	﹤0.01%	6267

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

Jeff Yass's BIV Position: Q2 2026 in Review

Jeff Yass opened a new position in Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2026: 160,380 shares worth $12.3M. The stake represents ﹤0.01% of the portfolio and ranks #3061 among its holdings. This is a return to the name: Jeff Yass previously reported a position in BIV as recently as Q4 2025.

Jeff Yass first reported a position in BIV in Q2 2013 and has held it in 33 quarters since. The position peaked at $68M in Q4 2025. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Jeff Yass held 160,380 shares of Vanguard Intermediate-Term Bond ETF worth $12.3M as of Q2 2026.
Vanguard Intermediate-Term Bond ETF was a new Jeff Yass position in Q2 2026.
Vanguard Intermediate-Term Bond ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #3061 holding.
Jeff Yass first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2013 and has held it in 33 quarters since.
Jeff Yass's Vanguard Intermediate-Term Bond ETF position peaked at $68M in Q4 2025.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.