BIV — VANGUARD BD INDEX FDS

Ownership history in Family Investment Center, Inc.  ·  9 quarters on record

This page tracks every 13F SEC filing in which Family Investment Center, Inc. reported a position in VANGUARD BD INDEX FDS (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
14.87% (2025 Q4)
Avg. % of fund
7.55%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 945,773 +67,870 +7.7% 14.87% $73.7M $77.36
2025 Q3 ADDED 877,903 +177,979 +25.4% 14.24% $68.6M $76.51
2025 Q2 ADDED 699,924 +47,023 +7.2% 12.26% $54.1M $75.01
2025 Q1 ADDED 652,901 +383,368 +142.2% 12.22% $50.0M $73.51
5 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% Reliant Wealth Planning 3Y 14.42% Brewster Financial Planning LLC 3Y 13.45%
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