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Zhang Financial’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Zhang Financial’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
Q1 		$146M Buy
1,890,146
+369,993
+24% +$28.8M 5.04% 6
2025
Q4 		$118M Buy
1,520,153
+383,659
+34% +$30M 4.41% 7
2025
Q3 		$88.7M Buy
1,136,494
+331,964
+41% +$25.7M 3.61% 8
2025
Q2 		$62.2M Buy
804,530
+143,861
+22% +$11M 2.87% 8
2025
Q1 		$50.6M Buy
660,669
+479,115
+264% +$36.1M 2.68% 9
2024
Q4 		$13.6M Buy
181,554
+171,019
+1,623% +$13M 0.78% 29
2024
Q3 		$826K Hold
10,535
– – 0.05% 163
2024
Q2 		$789K Hold
10,535
– – 0.06% 156
2024
Q1 		$794K Sell
10,535
-174
-2% -$13.1K 0.06% 160
2023
Q4 		$818K Hold
10,709
– – 0.07% 145
2023
Q3 		$774K Buy
10,709
+4,483
+72% +$332K 0.08% 128
2023
Q2 		$466K Buy
6,226
+107
+2% +$8.15K 0.05% 163
2023
Q1 		$470K Buy
6,119
+2,318
+61% +$176K 0.05% 160
2022
Q4 		$283K Buy
3,801
+641
+20% +$47.5K 0.04% 191
2022
Q3 		$232K Buy
3,160
+354
+13% +$27.4K 0.04% 193
2022
Q2 		$218K Sell
2,806
-166
-6% -$13K 0.04% 198
2022
Q1 		$243K Buy
+2,972
New +$251K 0.04% 194

Other funds holding BIV

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Zhang Financial's BIV Position: Q1 2026 in Review

Zhang Financial increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 24% in Q1 2026, buying an estimated $28.8M and bringing the position to 1,890,146 shares worth $146M. The position accounts for 5.04% of the portfolio, ranked #6.

Zhang Financial first reported a position in BIV in Q1 2022 and has held it in 17 quarters since. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

  • Zhang Financial held 1,890,146 shares of Vanguard Intermediate-Term Bond ETF worth $146M as of Q1 2026.
  • Zhang Financial bought 369,993 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $28.8M.
  • Vanguard Intermediate-Term Bond ETF made up 5.04% of Zhang Financial's portfolio in Q1 2026, its #6 holding.
  • Zhang Financial first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2022 and has held it in 17 quarters since.
  • 1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Zhang Financial's 13F filing for Q1 2026, filed 6 May 2026.