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

SecurityBIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
InstitutionAE Wealth Management LLC
Latest Disclosed Ownership55,519 shares
Latest Disclosed Value $ 4,284,991
AE Wealth Management LLC reports 43.60% increase in ownership of BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF

On May 13, 2026 - AE Wealth Management LLC filed a 13F-HR form disclosing ownership of 55,519 shares of Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF (US:BIV) valued at $4,284,956 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 38,662 shares of Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF. This represents a change in shares of 43.60% during the quarter. The current value of the position is $4,222,220 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)
2026-05-13 2026-03-31 13F VANGUARD BD INDEX FDS INTERMED TERM 921937819 55,519 16,857 43.60 4,285 42.33 0.0232
2026-01-26 2025-12-31 13F VANGUARD BD INDEX FDS INTERMED TERM 921937819 38,662 7,469 23.94 3,011 23.61 0.0173
2025-11-03 2025-09-30 13F VANGUARD BD INDEX FDS INTERMED TERM 921937819 31,193 5,303 20.48 2,436 21.63 0.0155
2025-08-06 2025-06-30 13F VANGUARD BD INDEX FDS INTERMED TERM 921937819 25,890 148 0.57 2,002 1.57 0.0146
2025-05-06 2025-03-31 13F VANGUARD BD INDEX FDS INTERMED TERM 921937819 25,742 632 2.52 1,971 5.06 0.0166
2025-02-13 2024-12-31 13F VANGUARD BD INDEX FDS INTERMED TERM 921937819 25,110 762 3.13 1,877 -1.68 0.0159
2024-11-14 2024-09-30 13F VANGUARD BD INDEX FDS INTERMED TERM 921937819 24,348 2,005 8.97 1,908 14.05 0.0173
2024-08-12 2024-06-30 13F VANGUARD BD INDEX FDS INTERMED TERM 921937819 22,343 3,045 15.78 1,673 14.98 0.0167
2024-05-15 2024-03-31 13F VANGUARD BD INDEX FDS INTERMED TERM 921937819 19,298 -145,508 -88.29 1,455 -88.32 0.0164
2024-02-14 2023-12-31 13F VANGUARD BD INDEX FDS INTERMED TERM 921937819 164,806 14,176 9.41 12,454 14.34 0.0636
2023-10-11 2023-09-30 13F VANGUARD BD INDEX FDS INTERMED TERM 921937819 150,630 15,717 11.65 10,892 7.32 0.0651
2023-07-10 2023-06-30 13F VANGUARD BD INDEX FDS INTERMED TERM 921937819 134,913 -23,147 -14.64 10,149 -16.32 0.0610
2023-04-14 2023-03-31 13F VANGUARD BD INDEX FDS INTERMED TERM 921937819 158,060 -26,754 -14.48 12,130 -11.69 0.0781
2023-01-31 2022-12-31 13F VANGUARD BD INDEX FDS INTERMED TERM 921937819 184,814 -3,097 -1.65 13,735 -0.53 0.0993
2022-10-25 2022-09-30 13F VANGUARD BD INDEX FDS INTERMED TERM 921937819 187,911 -13,761 -6.82 13,808 -11.83 0.1095
2022-08-03 2022-06-30 13F VANGUARD BD INDEX FDS INTERMED TERM 921937819 201,672 -16,331 -7.49 15,660 -12.29 0.1253
2022-04-18 2022-03-31 13F VANGUARD BD INDEX FDS INTERMED TERM 921937819 218,003 1,174 0.54 17,854 -6.03 0.1225
2022-01-20 2021-12-31 13F VANGUARD BD INDEX FDS INTERMED TERM 921937819 216,829 14,013 6.91 18,999 4.74 0.1325
2021-11-01 2021-09-30 13F VANGUARD BD INDEX FDS INTERMED TERM 921937819 202,816 15,045 8.01 18,140 7.39 0.1494
2021-07-21 2021-06-30 13F VANGUARD BD INDEX FDS INTERMED TERM 921937819 187,771 56,110 42.62 16,892 44.60 0.1475
2021-04-27 2021-03-31 13F VANGUARD BD INDEX FDS INTERMED TERM 921937819 131,661 -2,852 -2.12 11,682 -6.46 0.1179
2021-02-01 2020-12-31 13F VANGUARD BD INDEX FDS INTERMED TERM 921937819 134,513 -13,080 -8.86 12,489 -9.48 0.1417
2020-11-06 2020-09-30 13F VANGUARD BD INDEX FDS INTERMED TERM 921937819 147,593 26,580 21.96 13,797 22.35 0.1969
2020-08-05 2020-06-30 13F VANGUARD BD INDEX FDS INTERMED TERM 921937819 121,013 39,244 47.99 11,277 54.39 0.1743
2020-05-07 2020-03-31 13F VANGUARD BD INDEX FDS INTERMED TERM 921937819 81,769 26,458 47.83 7,304 51.41 0.1678
2020-01-15 2019-12-31 13F VANGUARD BD INDEX FD INTERMED TERM 921937819 55,311 15,176 37.81 4,824 36.58 0.1047
2019-11-05 2019-09-30 13F VANGUARD BD INDEX FD INTERMED TERM 921937819 40,135 11,953 42.41 3,532 44.87 0.1021
2019-07-22 2019-06-30 13F VANGUARD BD INDEX FD INTERMED TERM 921937819 28,182 12,583 80.67 2,438 86.25 0.0732
2019-05-14 2019-03-31 13F VANGUARD BD INDEX FD INTERMED TERM 921937819 15,599 4,779 44.17 1,309 48.75 0.0910
2019-02-14 2018-12-31 13F VANGUARD BD INDEX FD INTERMED TERM 921937819 10,820 1,089 11.19 880 12.39 0.1506
2018-11-13 2018-09-30 13F VANGUARD BD INDEX FD INTERMED TERM 921937819 9,731 438 4.71 783 4.12 0.0431
2018-08-14 2018-06-30 13F VANGUARD BD INDEX FD INTERMED TERM 921937819 9,293 3,929 73.25 752 71.30 0.0512
2018-05-14 2018-03-31 13F VANGUARD BD INDEX FD INTERMED TERM 921937819 5,364 690 14.76 439 11.99 0.0339
2018-02-06 2017-12-31 13F VANGUARD BD INDEX FD INTERMED TERM 921937819 4,674 4,674 392 0.0346
2017-11-08 2017-09-30 13F VANGUARD BD INDEX FD INTERMED TERM 921937819 0 -2,979 -100.00 0 -100.00
2017-08-11 2017-06-30 13F VANGUARD BD INDEX FD INTERMED TERM 921937819 2,979 2,979 252 0.0301
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.