Valmark Advisers, Inc.

Position in BIV — Vanguard Intermediate-Term Bond ETF

CIK 1380443 AKRON, OH

Position in BIV

as of Mar 31, 2026 · filed May 1, 2026 Compact

Position Value

$4,309,422

-$91,888 QoQ

Shares Held

55,836

-1.2% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,309,422	55,836	-1.2%	Shares	Sole	2026-05-01
2025-12-31	$4,401,310	56,514	+20.1%	Shares	Sole	2026-01-26
2025-09-30	$3,675,618	47,069	+23.0%	Shares	Sole	2025-10-24
2025-06-30	$2,960,111	38,274	+1.1%	Shares	Sole	2025-07-23
2025-03-31	$2,899,705	37,870	+6.4%	Shares	Sole	2025-04-23
2024-12-31	$2,659,192	35,584	+11.4%	Shares	Sole	2025-01-30
2024-09-30	$2,504,078	31,952	+9.1%	Shares	Sole	2024-10-25
2024-06-30	$2,193,153	29,285	+8.0%	Shares	Sole	2024-08-01
2024-03-31	$2,044,998	27,122	+11.9%	Shares	Sole	2024-05-06
2023-12-31	$1,850,916	24,233	+15.9%	Shares	Sole	2024-02-02
2023-09-30	$1,512,363	20,915	+10.8%	Shares	Sole	2023-11-08
2023-06-30	$1,420,342	18,880	+9.6%	Shares	Sole	2023-08-03
2023-03-31	$1,322,153	17,229	+28.2%	Shares	Sole	2023-05-02
2022-12-31	$998,935	13,441	+13.4%	Shares	Sole	2023-02-07
2022-09-30	$870,811	11,851	+3.3%	Shares	Sole	2022-11-03
2022-06-30	$890,412	11,467	-41.6%	Shares	Sole	2022-08-01
2022-03-31	$1,607,287	19,625	+152.3%	Shares	Sole	2022-05-10
2021-12-31	$681,595	7,779	-4.6%	Shares	Sole	2022-02-02
2021-09-30	$729,651	8,158	+7.7%	Shares	Sole	2021-11-09
2021-06-30	$681,626	7,577	-65.5%	Shares	Sole	2021-08-06
2021-03-31	$1,951,438	21,993	+59.8%	Shares	Sole	2021-05-04
2020-12-31	$1,278,173	13,766	-0.8%	Shares	Sole	2021-02-03
2020-09-30	$1,297,315	13,878	+40.0%	Shares	Sole	2020-11-09
2020-06-30	$923,978	9,915	—	Shares	Sole	2020-07-31
No filing history on record for this holder in this stock.