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Summit Financial’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Summit Financial’s Portfolio BIV Stock Details BIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.65M Sell
99,785
-75,582
-43% -$5.8M 0.08% 244
2026
Q1 		$13.5M Buy
175,367
+108,699
+163% +$8.46M 0.17% 115
2025
Q4 		$5.19M Buy
66,668
+25,044
+60% +$1.96M 0.08% 251
2025
Q3 		$3.25M Buy
41,624
+16,533
+66% +$1.28M 0.05% 358
2025
Q2 		$1.94M Sell
25,091
-39,227
-61% -$2.99M 0.04% 296
2025
Q1 		$4.92M Buy
64,318
+2,281
+4% +$172K 0.14% 141
2024
Q4 		$4.64M Buy
62,037
+10,008
+19% +$761K 0.16% 114
2024
Q3 		$4.08M Buy
52,029
+1,617
+3% +$125K 0.16% 109
2024
Q2 		$3.78M Buy
50,412
+34,228
+211% +$2.54M 0.17% 95
2024
Q1 		$1.22M Sell
16,184
-2,114
-12% -$159K 0.07% 166
2023
Q4 		$1.4M Sell
18,298
-562
-3% -$41.2K 0.09% 138
2023
Q3 		$1.36M Buy
18,860
+259
+1% +$19.2K 0.1% 127
2023
Q2 		$1.4M Sell
18,601
-2,506
-12% -$191K 0.1% 117
2023
Q1 		$1.62M Sell
21,107
-2,565
-11% -$194K 0.14% 77
2022
Q4 		$1.76M Sell
23,672
-630
-3% -$46.7K 0.17% 70
2022
Q3 		$1.79M Buy
24,302
+1,644
+7% +$127K 0.17% 64
2022
Q2 		$1.76M Sell
22,658
-1,312
-5% -$103K 0.16% 62
2022
Q1 		$1.96M Buy
23,970
+626
+3% +$52.9K 0.15% 62
2021
Q4 		$2.05M Buy
23,344
+2,178
+10% +$193K 0.16% 57
2021
Q3 		$1.89M Sell
21,166
-720
-3% -$65.2K 0.16% 43
2021
Q2 		$1.97M Buy
21,886
+2,848
+15% +$254K 0.2% 37
2021
Q1 		$1.69M Sell
19,038
-1,105
-5% -$100K 0.22% 22
2020
Q4 		$1.87M Buy
20,143
+14
+0.1% +$1.3K 0.26% 21
2020
Q3 		$1.88M Buy
20,129
+323
+2% +$30.3K 0.31% 13
2020
Q2 		$1.85M Sell
19,806
-552
-3% -$50.5K 0.33% 14
2020
Q1 		$1.82M Buy
20,358
+1,012
+5% +$89.8K 0.4% 12
2019
Q4 		$1.69M Sell
19,346
-23,268
-55% -$2.04M 0.29% 13
2019
Q3 		$2.56M Buy
42,614
+19,765
+87% +$1.73M 0.43% 14
2019
Q2 		$1.98M Buy
22,849
+810
+4% +$68.4K 0.33% 14
2019
Q1 		$1.85M Buy
22,039
+4,143
+23% +$341K 0.32% 15
2018
Q4 		$1.45M Buy
+17,896
New +$1.43M 0.28% 15

Other funds holding BIV

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Summit Financial's BIV Position: Q2 2026 in Review

Summit Financial reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 43% in Q2 2026, selling an estimated $5.8M and leaving 99,785 shares worth $7.65M. The position accounts for 0.08% of the portfolio, ranked #244.

Summit Financial first reported a position in BIV in Q4 2018 and has held it in 31 quarters since. The position peaked at $13.5M in Q1 2026. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Summit Financial held 99,785 shares of Vanguard Intermediate-Term Bond ETF worth $7.65M as of Q2 2026.
  • Summit Financial sold 75,582 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $5.8M.
  • Vanguard Intermediate-Term Bond ETF made up 0.08% of Summit Financial's portfolio in Q2 2026, its #244 holding.
  • Summit Financial first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2018 and has held it in 31 quarters since.
  • Summit Financial's Vanguard Intermediate-Term Bond ETF position peaked at $13.5M in Q1 2026.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.