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

Summit Wealth Group’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 		$282K Sell
3,681
-3
-0.1% -$230 0.06% 111
2026
Q1 		$284K Buy
3,684
+17
+0.5% +$1.32K 0.07% 103
2025
Q4 		$286K Sell
3,667
-377
-9% -$29.5K 0.07% 98
2025
Q3 		$316K Buy
4,044
+163
+4% +$12.6K 0.08% 90
2025
Q2 		$300K Sell
3,881
-323
-8% -$24.6K 0.08% 91
2025
Q1 		$322K Sell
4,204
-578
-12% -$43.6K 0.09% 78
2024
Q4 		$357K Sell
4,782
-1,042
-18% -$79.2K 0.1% 64
2024
Q3 		$456K Sell
5,824
-328
-5% -$25.3K 0.13% 57
2024
Q2 		$461K Buy
+6,152
New +$457K 0.14% 55
2023
Q3 		– Sell
-7,489
Closed -$563K – 40
2023
Q2 		$563K Sell
7,489
-785,791
-99% -$59.8M 0.23% 44
2023
Q1 		$10K Buy
+793,280
New +$60.1M 0.24% 39
2021
Q1 		– Sell
-61,427
Closed -$5.7M – 183
2020
Q4 		$5.7M Buy
61,427
+16,685
+37% +$1.55M 3.58% 11
2020
Q3 		$4.18M Buy
44,742
+288
+0.6% +$27K 3.63% 10
2020
Q2 		$4.14M Buy
44,454
+96
+0.2% +$8.79K 3.79% 10
2020
Q1 		$3.96M Buy
44,358
+3,561
+9% +$316K 4.02% 8
2019
Q4 		$3.56M Buy
+40,797
New +$3.57M 3.36% 10

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 Wealth Group's BIV Position: Q2 2026 in Review

Summit Wealth Group reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0.08% in Q2 2026, selling an estimated $230 and leaving 3,681 shares worth $282K. The position accounts for 0.06% of the portfolio, ranked #111.

Summit Wealth Group first reported a position in BIV in Q4 2019 and has held it in 16 quarters since. The position peaked at $5.7M in Q4 2020. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Summit Wealth Group held 3,681 shares of Vanguard Intermediate-Term Bond ETF worth $282K as of Q2 2026.
  • Summit Wealth Group sold 3 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $230.
  • Vanguard Intermediate-Term Bond ETF made up 0.06% of Summit Wealth Group's portfolio in Q2 2026, its #111 holding.
  • Summit Wealth Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2019 and has held it in 16 quarters since.
  • Summit Wealth Group's Vanguard Intermediate-Term Bond ETF position peaked at $5.7M in Q4 2020.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Summit Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.