Aptus Capital Advisors, LLC

Position in BIV — Vanguard Intermediate-Term Bond ETF

CIK 1664193 FAIRHOPE, AL

Position in BIV

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$7,028,481

-$28,395 QoQ

Shares Held

91,636

+0.2% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#74

of 252 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 98% Shared 0% None 2%

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,028,481	91,636	+0.2%	Shares	Sole	2026-08-12
2026-03-31	$7,056,876	91,434	+0.9%	Shares	Sole	2026-05-11
2025-12-31	$7,058,809	90,637	+3.0%	Shares	Sole	2026-02-13
2025-09-30	$6,871,685	87,997	-1.8%	Shares	Sole	2025-11-12
2025-06-30	$6,929,431	89,597	-12.0%	Shares	Sole	2025-08-11
2025-03-31	$7,798,884	101,853	-4.5%	Shares	Sole	2025-05-13
2024-12-31	$7,970,627	106,659	+3040.7%	Shares	Sole	2025-02-14
2024-09-30	$266,144	3,396	-13.7%	Shares	Sole	2024-11-05
2024-06-30	$294,692	3,935	+2.6%	Shares	Sole	2024-07-31
2024-03-31	$289,083	3,834	+176.6%	Shares	Sole	2024-05-15
2023-12-31	$105,862	1,386	+8.6%	Shares	Sole	2024-02-13
2023-09-30	$92,267	1,276	+5.5%	Shares	Sole	2023-11-08
2023-06-30	$91,028	1,210	-87.5%	Shares	Sole	2023-08-11
2023-03-31	$741,385	9,661	-8.0%	Shares	Sole	2023-05-09
2022-12-31	$780,805	10,506	-11.3%	Shares	Sole	2023-02-13
2022-09-30	$870,003	11,840	+1969.9%	Shares	Sole	2022-11-02
2022-06-30	$44,415	572	0.0%	Shares	Sole	2022-07-29
2022-03-31	$46,846	572	-55.2%	Shares	Sole	2022-05-04
2021-12-31	$111,890	1,277	+100.2%	Shares	Sole	2022-02-02
2021-09-30	$57,062	638	0.0%	Shares	Sole	2021-10-27
2021-06-30	$57,394	638	-50.0%	Shares	Sole	2021-07-27
2020-09-30	$119,280	1,276	+95.7%	Shares	Sole	2020-10-19
2020-06-30	$60,759	652	+2.2%	Shares	Sole	2020-07-22
2020-03-31	$56,992	638	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.