BIV Vanguard Intermediate Bond

Ownership history in BCM ADVISORS, LLC  ·  37 quarters on record

AI Ownership Summary

BCM ADVISORS, LLC reported Vanguard Intermediate Bond (BIV) in 37 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 20.88% in 2025 Q3. The latest visible filing shows BIV at 19.65% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BIV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BCM ADVISORS, LLC's position in Vanguard Intermediate Bond, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

BIV was reported at 19.65% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
20.88% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BCM ADVISORS, LLC held BIV — position size vs. price
% of Fund (quarterly)    BIV price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 1,317,798 +1,283 +0.1% 19.65% $102.6M 2026-02-14 (Est.) $78.35
2025 Q3 ADDED 1,316,515 +439,920 +50.2% 20.88% $103.8M 2025-10-29 $77.06
2025 Q2 ADDED 876,595 +15,002 +1.7% 14.39% $67.6M 2025-07-30 $74.79
2025 Q1 REDUCED 861,593 -37,440 -4.2% 14.87% $65.6M 2025-05-06 $73.65
2024 Q4 ADDED 899,033 +108,557 +13.7% 15.15% $67.8M 2025-02-06 $72.14
2024 Q3 ADDED 790,476 +10,902 +1.4% 13.74% $59.8M 2024-11-06 $71.26
2024 Q2 ADDED 779,574 +23,514 +3.1% 14.18% $59.8M 2024-08-02 $72.81
2024 Q1 ADDED 756,060 +6,461 +0.9% 14.05% $55.5M 2024-04-25 $67.84
2023 Q4 ADDED 749,599 +52,784 +7.6% 14.96% $56.9M 2024-01-31 $70.21
28 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About BCM ADVISORS, LLC and BIV

These are the practical questions this page is built to answer before you even open the full history table.

How long has BCM ADVISORS, LLC reported owning BIV?

BCM ADVISORS, LLC reported BIV across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported BIV position in BCM ADVISORS, LLC's portfolio?

The largest reported portfolio weight for BIV was 20.88% in 2025 Q3.

What is the latest reported BIV position on this page?

The most recent filing on this page is 2025 Q4, when BCM ADVISORS, LLC reported 1,317,798 shares, equal to 19.65% of portfolio, with an estimated market value of $102.6M.

What does the chart on this BIV ownership page compare?

The chart compares BCM ADVISORS, LLC's quarterly BIV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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