Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
US ˙ ARCA ˙ US9219378190

SecurityBIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
InstitutionSummit Financial, LLC
Latest Disclosed Ownership175,367 shares
Latest Disclosed Value $ 13,534,845
Summit Financial, LLC reports 163.05% increase in ownership of BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF

On May 15, 2026 - Summit Financial, LLC filed a 13F-HR form disclosing ownership of 175,367 shares of Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF (US:BIV) valued at $13,534,825 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 66,668 shares of Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF. This represents a change in shares of 163.05% during the quarter. The current value of the position is $13,405,053 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F VANGUARD BD INDEX FDS INTERMED TERM 921937819 175,367 108,699 163.05 13,535 160.67 0.1724
2026-02-12 2025-12-31 13F VANGUARD BD INDEX FDS INTERMED TERM 921937819 66,668 25,044 60.17 5,192 59.75 0.0763
2025-11-14 2025-09-30 13F VANGUARD BD INDEX FDS INTERMED TERM 921937819 41,624 16,533 65.89 3,250 67.53 0.0496
2025-08-13 2025-06-30 13F Vanguard Int-T B;ETF ETF 921937819 25,091 -39,227 -60.99 1,941 -60.60 0.0439
2025-05-14 2025-03-31 13F Vanguard Int-T B;ETF ETF 921937819 64,318 2,281 3.68 4,925 6.21 0.1380
2025-02-12 2024-12-31 13F Vanguard Int-T B;ETF ETF 921937819 62,037 10,008 19.24 4,636 13.71 0.1625
2024-11-12 2024-09-30 13F VANGUARD INT-T B;ETF ETF 921937819 52,029 1,617 3.21 4,077 8.00 0.1597
2024-07-31 2024-06-30 13F VANGUARD BD INDEX FDS INTERMED TERM ETF 921937819 50,412 34,228 211.49 3,775 209.43 0.1724
2024-04-24 2024-03-31 13F VANGUARD BD INDEX FDS INTERMED TERM ETF 921937819 16,184 -2,114 -11.55 1,220 -12.67 0.0723
2024-02-06 2023-12-31 13F VANGUARD BD INDEX FDS INTERMED TERM ETF 921937819 18,298 -562 -2.98 1,398 2.49 0.0913
2023-11-07 2023-09-30 13F VANGUARD BD INDEX FDS INTERMED TERM ETF 921937819 18,860 259 1.39 1,364 -2.57 0.1007
2023-08-11 2023-06-30 13F VANGUARD BD INDEX FDS INTERMED TERM ETF 921937819 18,601 -2,506 -11.87 1,399 -13.59 0.1020
2023-05-03 2023-03-31 13F VANGUARD BD INDEX FDS INTERMED TERM ETF 921937819 21,107 -2,565 -10.84 1,620 -7.96 0.1415
2023-02-07 2022-12-31 13F VANGUARDBD INDEX FDSINTERMED TERM ETF 921937819 23,672 -630 -2.59 1,759 -1.46 0.1654
2022-11-15 2022-09-30 13F VANGUARDBD INDEX FDSINTERMED TERM ETF 921937819 24,302 1,644 7.26 1,786 1.48 0.1691
2022-08-12 2022-06-30 13F VANGUARDBD INDEX FDSINTERMED TERM ETF 921937819 22,658 -1,312 -5.47 1,759 -10.39 0.1649
2022-05-10 2022-03-31 13F VANGUARDBD INDEX FDSINTERMED TERM ETF 921937819 23,970 626 2.68 1,963 -4.01 0.1531
2022-02-07 2021-12-31 13F VANGUARDBD INDEX FDSINTERMED TERM ETF 921937819 23,344 2,178 10.29 2,045 8.03 0.1560
2021-11-08 2021-09-30 13F VANGUARDBD INDEX FDSINTERMED TERM ETF 921937819 21,166 -720 -3.29 1,893 -3.81 0.1624
2021-08-06 2021-06-30 13F VANGUARDBD INDEX FDSINTERMED TERM ETF 921937819 21,886 2,848 14.96 1,969 16.52 0.1950
2021-05-03 2021-03-31 13F VANGUARD BD INDEX FDS INTERMED TERM ETF 921937819 19,038 -1,105 -5.49 1,689 -9.68 0.2227
2021-02-09 2020-12-31 13F VANGUARD BD INDEX FDS INTERMED TERM ETF 921937819 20,143 14 0.07 1,870 -0.58 0.2629
2020-10-22 2020-09-30 13F VANGUARD BD INDEX FD INC INTERMED TERM ETF 921937819 20,129 323 1.63 1,882 1.95 0.3112
2020-08-12 2020-06-30 13F ISHARES CORE S&P TOTAL US STOCK MARKET ETF ETF 921937819 19,806 -552 -2.71 1,846 1.49 0.3268
2020-05-04 2020-03-31 13F VANGUARD BD INDEX FD INC INTERMED TERM ETF 921937819 20,358 1,012 5.23 1,819 7.77 0.3997
2020-02-11 2019-12-31 13F VANGUARD BD INDEX FD INC INTERMED TERM ETF 921937819 19,346 -23,268 -54.60 1,687 -34.02 0.2866
2019-11-04 2019-09-30 13F MPLX LP COM UNIT REP ETF 921937819 42,614 19,765 86.50 2,558 29.40 0.4333
2019-08-01 2019-06-30 13F VANGUARD BD INDEX FD INC INTERMED TERM ETF 921937819 22,849 810 3.68 1,976 6.87 0.3335
2019-05-14 2019-03-31 13F VANGUARD BD INDEX FD INC INTERMED TERM ETF 921937819 22,039 4,143 23.15 1,850 27.17 0.3174
2019-02-08 2018-12-31 13F VANGUARD BD INDEX FD INC INTERMED TERM ETF 921937819 17,896 17,896 1,455 0.2825
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.