Merit Financial Group, LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1621225
ALPHARETTA, GA
Position in BIV
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$8,400,347
+$552,458 QoQ
Shares Held
108,841
+8.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BIV Over Time
Shares Held
Position Value (USD)
All Filings in BIV
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,400,347 | 108,841 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $7,847,889 | 100,769 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $10,777,668 | 138,016 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $12,726,993 | 164,559 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $6,368,173 | 83,168 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $4,086,236 | 54,680 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $3,176,571 | 40,533 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $2,981,520 | 39,812 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,659,358 | 35,270 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $3,716,803 | 48,662 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $70,626,261 | 976,715 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $65,131,877 | 865,770 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $59,327,617 | 773,099 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $53,724,292 | 722,878 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $46,845,851 | 637,532 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $49,750,122 | 640,697 | Shares | Sole | 2022-08-08 | |
| No filing history on record for this holder in this stock. | ||||||