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BIVBIV
17 quarters

Position history for MFMerit Financial Group, LLC's holdings in VANGUARD INTERMEDIATE-TERM B

Merit Financial Group, LLC holds 116,217 shares of BIV (VANGUARD INTERMEDIATE-TERM B), worth $8.9M as of 2026-Q2. The position was increased (+6.8% shares). BIV represents 0.1% of Merit Financial Group, LLC's portfolio.

Current Value

$8.9M

Current Shares

116,217

Total Value Change

-$40.8M

Total Shares Change

-524,480

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
116,217
+6.8%
$8.9M0.1%$76.14
29
2026-Q1
Increased
108,841
+8.0%
$8.4M0.1%$75.78
30
2025-Q4
Decreased
100,769
-27.0%
$7.8M0.1%$75.96
0
2025-Q3
Decreased
138,016
-16.1%
$10.8M0.1%$75.13
0
2025-Q2
Increased
164,559
+97.9%
$12.7M0.1%$73.65
54
2025-Q1
Increased
83,168
+52.1%
$6.4M0.1%$72.18
38
2024-Q4
Increased
54,680
+34.9%
$4.1M0.1%$69.99
35
2024-Q3
Increased
40,533
+1.8%
$3.2M0.1%$72.47
27
2024-Q2
Increased
39,812
+12.9%
$3M0.1%$68.60
30
2024-Q1
Decreased
35,270
-27.5%
$2.6M0.1%$68.42
0
2023-Q4
Decreased
48,662
-95.0%
$3.7M0.1%$68.91
0
2023-Q3
Increased
976,715
+12.8%
$70.6M2.3%$64.47
57
2023-Q2
Increased
865,770
+12.0%
$65.1M2.1%$66.54
57
2023-Q1
Increased
773,099
+7.0%
$59.3M2.2%$67.38
54
2022-Q4
Increased
722,878
+13.4%
$53.7M1.9%$64.96
52
2022-Q3
Decreased
637,532
-0.5%
$46.8M2.0%$63.67
0
2022-Q2
New
640,697
-
$49.8M1.5%$66.91
67

Other major holders of BIV: Steward Partners Investment Advisory, LLC, WELLS FARGO & COMPANY/MN

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