BIV — VANGUARD INTERMEDIATE-TERM BOND INDEX FUND

Ownership history in Evolution Advisers, Inc.  ·  16 quarters on record

This page tracks every 13F SEC filing in which Evolution Advisers, Inc. reported a position in VANGUARD INTERMEDIATE-TERM BOND INDEX FUND (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
3.56% (2022 Q3)
Avg. % of fund
3.34%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 98,704 +10,569 +12.0% 3.48% $7.7M $77.36
2025 Q2 ADDED 88,135 +4,237 +5.1% 3.34% $6.8M $75.01
2025 Q1 ADDED 83,898 +9,307 +12.5% 3.34% $6.3M $73.51
2024 Q4 REDUCED 74,591 -1,023 -1.4% 3.05% $5.6M $71.28
12 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

Diana Davis Spencer Foundation 3Y 7Y 37.48% 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%
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