Ascent Group, LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1913231
VIRGINIA BEACH, VA
Position in BIV
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,267,372
-$49,499 QoQ
Shares Held
16,421
-2.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 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
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,267,372 | 16,421 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $1,316,871 | 16,909 | Shares | Other | 2026-01-20 | |
| 2025-09-30 | $1,504,011 | 19,260 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $2,718,114 | 35,145 | Shares | Other | 2025-07-21 | |
| 2025-03-31 | $2,889,751 | 37,740 | Shares | Other | 2025-05-16 | |
| 2024-12-31 | $1,586,891 | 21,235 | Shares | Other | 2025-02-21 | |
| 2024-09-30 | $1,875,002 | 23,925 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,945,342 | 25,976 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,999,155 | 26,514 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,003,905 | 26,236 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,971,387 | 27,263 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,097,638 | 27,883 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,272,885 | 29,618 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,996,458 | 26,863 | Shares | Sole | 2023-02-17 | |
| 2022-09-30 | $1,983,445 | 26,993 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,984,889 | 25,562 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $1,926,206 | 23,519 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,729,531 | 19,739 | Shares | Sole | 2022-03-01 | |
| No filing history on record for this holder in this stock. | ||||||