BIV — Vanguard

Ownership history in Diana Davis Spencer Foundation  ·  43 quarters on record

This page tracks every 13F SEC filing in which Diana Davis Spencer Foundation reported a position in Vanguard (BIV). 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.

Peak position
41.53% (2023 Q3)
Avg. % of fund
40.13%
First filed
2014 Q4
Last filed
2025 Q4
Quarters held
43
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 1,426,000 — 0% 37.48% $111.1M $77.36
2025 Q3 UNCHANGED 1,426,000 — 0% 37.47% $111.4M $76.51
2025 Q2 UNCHANGED 1,426,000 — 0% 37.78% $110.3M $75.01
2025 Q1 UNCHANGED 1,426,000 — 0% 37.94% $109.2M $73.51
39 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    BIV price (monthly, adj. close)

Other funds also holding BIV

As of 2025 Q4 — sorted by position size

True Link Financial Advisors, LLC 3Y 24.72% Gordian Advisors LLC 21.37% Kropog Financial Group, LLC 20.21% BCM ADVISORS, LLC 3Y 7Y 19.65% BRIGHTON SECURITIES CORP. 17.24% Sage Financial Management Group, Inc. 3Y 15.29% FPC INVESTMENT ADVISORY, INC. 15.02% Family Investment Center, Inc. 3Y 14.87% Reliant Wealth Planning 3Y 14.42% Brewster Financial Planning LLC 3Y 13.45%
← Back to Diana Davis Spencer Foundation Holdings