Zuckerman Investment Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Zuckerman Investment Group’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	$2.13M	Buy	27,779 +17,652	+174%	+$1.36M	0.18%	59
2026 Q1	$782K	Buy	10,127 +2	+0%	+$156	0.07%	80
2025 Q4	$789K	Buy	10,125 +156	+2%	+$12.2K	0.07%	87
2025 Q3	$778K	Buy	9,969 +256	+3%	+$19.8K	0.07%	91
2025 Q2	$751K	Buy	9,713 +707	+8%	+$53.8K	0.07%	89
2025 Q1	$690K	Buy	9,006 +3	+0%	+$226	0.07%	93
2024 Q4	$675K	Buy	9,003 +537	+6%	+$40.8K	0.06%	95
2024 Q3	$663K	Buy	8,466 +730	+9%	+$56.3K	0.07%	89
2024 Q2	$579K	Buy	7,736 +879	+13%	+$65.3K	0.07%	94
2024 Q1	$517K	Buy	6,857 +229	+3%	+$17.3K	0.06%	93
2023 Q4	$506K	Buy	6,628 +1,475	+29%	+$108K	0.07%	89
2023 Q3	$373K	Buy	+5,153	New	+$381K	0.05%	97

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

Zuckerman Investment Group's BIV Position: Q2 2026 in Review

Zuckerman Investment Group increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 174% in Q2 2026, buying an estimated $1.36M and bringing the position to 27,779 shares worth $2.13M. The position accounts for 0.18% of the portfolio, ranked #59.

Zuckerman Investment Group first reported a position in BIV in Q3 2023 and has held it in 12 quarters since. 1,020 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Zuckerman Investment Group held 27,779 shares of Vanguard Intermediate-Term Bond ETF worth $2.13M as of Q2 2026.
Zuckerman Investment Group bought 17,652 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $1.36M.
Vanguard Intermediate-Term Bond ETF made up 0.18% of Zuckerman Investment Group's portfolio in Q2 2026, its #59 holding.
Zuckerman Investment Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2023 and has held it in 12 quarters since.
1,020 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

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