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Vanguard Intermediate-Term Bond ETF shares owned by Summit Financial

Quarter-by-quarter ownership of Vanguard Intermediate-Term Bond ETF (BIV) shares owned by Summit Financial from 13F filings

Historical chart of Summit Financial investment in Vanguard Intermediate-Term Bond ETF

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All positions including Vanguard Intermediate-Term Bond ETF held by Summit Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Intermediate-Term Bond ETF by Summit Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.2M 16k 75.40
2023-12-31 $1.4M 18k 76.38
2023-09-30 $1.4M 19k 72.31
2023-06-30 $1.4M 19k 75.23
2023-03-31 $1.6M 21k 76.74
2022-12-31 $1.8M 24k 74.32
2022-09-30 $1.8M 24k 73.48
2022-06-30 $1.8M 23k 77.65
2022-03-31 $2.0M 24k 81.90
2021-12-31 $2.0M 23k 87.62
2021-09-30 $1.9M 21k 89.44
2021-06-30 $2.0M 22k 89.96
2021-03-31 $1.7M 19k 88.73
2020-12-31 $1.9M 20k 92.85
2020-09-30 $1.9M 20k 93.48
2020-06-30 $1.8M 20k 93.19
2020-03-31 $1.8M 20k 89.33
2019-12-31 $1.7M 19k 87.22
2019-09-30 $3.7M 43k 88.00
2019-06-30 $2.0M 23k 86.50
2019-03-31 $1.8M 22k 83.93
2018-12-31 $1.5M 18k 81.29

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View all positions for Summit Financial

Top funds holding Vanguard Intermediate-Term Bond ETF

Goldman Sachs Group
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Bank of America Corporation
True Link Financial Advisors
Mather Group
United Capital Financial Advisers
Baird Financial
Envestnet Portfolio Solutions
Advisor Group Holdings
Lincoln National
Royal Bank of Canada
UBS Group
Diana Davis Spencer Foundation
Tiaa Trust, National Association
Bank of New York Mellon

View all funds holding Vanguard Intermediate-Term Bond ETF