Wallace Weitz’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Wallace Weitz’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
2021 Q1	–	Sell	-2,371	Closed	-$220K	–	62
2020 Q4	$220K	Hold	2,371	–	–	0.01%	65
2020 Q3	$222K	Hold	2,371	–	–	0.01%	64
2020 Q2	$221K	Hold	2,371	–	–	0.01%	63
2020 Q1	$212K	Hold	2,371	–	–	0.01%	68
2019 Q4	$207K	Hold	2,371	–	–	0.01%	67
2019 Q3	$209K	Hold	2,371	–	–	0.01%	70
2019 Q2	$205K	Hold	2,371	–	–	0.01%	70
2019 Q1	$199K	Hold	2,371	–	–	0.01%	73
2018 Q4	$193K	Hold	2,371	–	–	0.01%	78
2018 Q3	$191K	Hold	2,371	–	–	0.01%	76
2018 Q2	$192K	Hold	2,371	–	–	0.01%	75
2018 Q1	$194K	Buy	2,371 +13	+0.6%	+$1.07K	0.01%	72
2017 Q4	$198K	Buy	2,358 +15	+0.6%	+$1.26K	0.01%	73
2017 Q3	$198K	Buy	2,343 +15	+0.6%	+$1.27K	0.01%	73
2017 Q2	$197K	Buy	2,328 +15	+0.6%	+$1.27K	0.01%	68
2017 Q1	$193K	Buy	2,313 +10	+0.4%	+$833	0.01%	79
2016 Q4	$191K	Buy	+2,303	New	+$196K	0.01%	81

Other funds holding BIV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Wallace Weitz's BIV Position: Q1 2021 in Review

Wallace Weitz sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2021, closing a stake of 2,371 shares — an estimated $220K sold.

Wallace Weitz first reported a position in BIV in Q4 2016 and held it in 17 quarters. The position peaked at $222K in Q3 2020. 627 funds tracked by Wall St. Rank hold BIV as of Q1 2021.

Wallace Weitz reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2021 after selling out during the quarter.
Wallace Weitz sold 2,371 Vanguard Intermediate-Term Bond ETF shares in Q1 2021, an estimated $220K.
Wallace Weitz first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2016 and held it in 17 quarters.
Wallace Weitz's Vanguard Intermediate-Term Bond ETF position peaked at $222K in Q3 2020.
627 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2021.

Based on Weitz Investment Management's 13F filing for Q1 2021, filed 13 May 2021.