Summit Financial, LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1765536
PARSIPPANY, NJ
Position in BIV
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$7,653,509
-$5,881,316 QoQ
Shares Held
99,785
-43.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#70
of 252 holders
Holding Since
Mar 2020
26 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
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,653,509 | 99,785 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $13,534,825 | 175,367 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,192,103 | 66,668 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,250,418 | 41,624 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,940,537 | 25,091 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $4,924,829 | 64,318 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $4,636,024 | 62,037 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $4,077,512 | 52,029 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,775,354 | 50,412 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,220,273 | 16,184 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,397,601 | 18,298 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,363,766 | 18,860 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,399,353 | 18,601 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,619,751 | 21,107 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,759,303 | 23,672 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,785,710 | 24,302 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,759,393 | 22,658 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,963,143 | 23,970 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $2,045,401 | 23,344 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $1,893,087 | 21,166 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $1,968,864 | 21,886 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $1,689,241 | 19,038 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $1,870,277 | 20,143 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $1,881,658 | 20,129 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $1,845,721 | 19,806 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $1,818,580 | 20,358 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||