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

Savant 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
2026 Q2	$15.3M	Buy	198,645 +92,043	+86%	+$7.07M	0.04%	227
2026 Q1	$8.23M	Buy	106,602 +4,485	+4%	+$349K	0.04%	210
2025 Q4	$7.95M	Buy	102,117 +3,574	+4%	+$280K	0.05%	196
2025 Q3	$7.7M	Buy	98,543 +92,856	+1,633%	+$7.19M	0.05%	188
2025 Q2	$440K	Buy	5,687 +1,608	+39%	+$122K	﹤0.01%	792
2025 Q1	$312K	Sell	4,079 -1,040	-20%	-$78.5K	﹤0.01%	828
2024 Q4	$383K	Sell	5,119 -228	-4%	-$17.3K	﹤0.01%	993
2024 Q3	$419K	Buy	5,347 +1,838	+52%	+$142K	﹤0.01%	956
2024 Q2	$263K	Buy	3,509 +76	+2%	+$5.65K	﹤0.01%	1031
2024 Q1	$259K	Sell	3,433 -385	-10%	-$29K	﹤0.01%	947
2023 Q4	$292K	Buy	+3,818	New	+$280K	﹤0.01%	716

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

Savant Capital's BIV Position: Q2 2026 in Review

Savant Capital increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 86% in Q2 2026, buying an estimated $7.07M and bringing the position to 198,645 shares worth $15.3M. The position accounts for 0.04% of the portfolio, ranked #227.

Savant Capital first reported a position in BIV in Q4 2023 and has held it in 11 quarters since. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Savant Capital held 198,645 shares of Vanguard Intermediate-Term Bond ETF worth $15.3M as of Q2 2026.
Savant Capital bought 92,043 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $7.07M.
Vanguard Intermediate-Term Bond ETF made up 0.04% of Savant Capital's portfolio in Q2 2026, its #227 holding.
Savant Capital first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2023 and has held it in 11 quarters since.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.