Summit Wealth Group, LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1802865
WHITE RIVER JUNCTION, VT
Position in BIV
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$284,331
-$1,254 QoQ
Shares Held
3,684
+0.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
14 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
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $284,331 | 3,684 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $285,585 | 3,667 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $315,795 | 4,044 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $300,156 | 3,881 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $321,900 | 4,204 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $357,358 | 4,782 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $456,426 | 5,824 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $460,723 | 6,152 | Shares | Sole | 2024-07-31 | |
| 2023-06-30 | $563,397 | 7,489 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $10 | 793,280 | Shares | Sole | 2023-05-10 | |
| 2020-12-31 | $5,703,496 | 61,427 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $4,182,482 | 44,742 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $4,142,668 | 44,454 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $3,962,500 | 44,358 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||