Zuckerman Investment Group, LLC ETF holdings
Chicago, IL
Reported $224.6M in 32 ETFs in its Form 13F for June 30, 2026.
ETF value
$224.6M
ETFs held
32
Change from prior quarter
+9.0%
With price moves
ETFs as a share of its 13F
19.0%
of $1.2B
Top 10 of 32 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VWO | Vanguard FTSE Emerging Markets ETF | $31.9M | 533,604 | −366 shares |
| VEA | Vanguard FTSE Developed Markets ETF | $30.4M | 427,105 | +28 shares |
| VOO | Vanguard S&P 500 ETF | $20.9M | 30,433 | +481 shares |
| VDE | Vanguard Energy ETF | $17.5M | 116,824 | −380 shares |
| OIH | VanEck Oil Services ETF | $17.2M | 46,163 | −477 shares |
| VO | Vanguard Morningstar Mid-Cap ETF | $14.7M | 182,044 | +136,750 shares |
| SGOV | iShares 0-3 Month Treasury Bond ETF | $14.5M | 144,332 | −19,999 shares |
| VTWO | Vanguard Russell 2000 ETF | $12.7M | 104,587 | +528 shares |
| IWF | iShares Russell 1000 Growth ETF | $11.1M | 89,275 | +67,529 shares |
| IUSV | iShares Core S&P U.S. Value ETF | $9.5M | 86,389 | −2,146 shares |
22 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001423296. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Zuckerman Investment Group, LLC own?
Zuckerman Investment Group, LLC reported 32 ETF positions worth $224.6M in its Form 13F for June 30, 2026. The largest was VWO, at $31.9M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.