Ownership history in BIP Wealth, LLC · 12 quarters on record
This page tracks every 13F SEC filing in which BIP Wealth, LLC reported a position in VANGUARD INDEX FDS VANGUARD VALUE ETF (VTV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 490,263 | +160,284 | +48.6% | 3.30% | $93.6M | $190.99 |
| 2025 Q3 | REDUCED | 329,979 | -15,824 | -4.6% | 3.04% | $61.5M | $185.53 |
| 2025 Q2 | ADDED | 345,803 | +6,694 | +2.0% | 3.77% | $61.1M | $174.94 |
| 2025 Q1 | REDUCED | 339,109 | -8,194 | -2.4% | 3.82% | $58.6M | $170.05 |
| 2024 Q4 | ADDED | 347,303 | +4,837 | +1.4% | 3.93% | $58.8M | $165.69 |
| 2024 Q3 | ADDED | 342,466 | +80,286 | +30.6% | 4.07% | $59.8M | $169.87 |
| 2024 Q2 | ADDED | 262,180 | +20,165 | +8.3% | 3.44% | $42.1M | $155.27 |
| 2024 Q1 | ADDED | 242,015 | +58,962 | +32.2% | 2.88% | $39.4M | $156.64 |
| 2023 Q4 | ADDED | 183,053 | +41,259 | +29.1% | 2.15% | $27.4M | $142.89 |
| 2023 Q3 | ADDED | 141,794 | +12,246 | +9.5% | 1.80% | $19.6M | $130.92 |
As of 2025 Q4 — sorted by position size