Gordian Advisors LLC BIV — VANGUARD BD INDEX FDS

Ownership history in Gordian Advisors LLC  ·  10 quarters on record

AI Ownership Summary

Gordian Advisors LLC reported VANGUARD BD INDEX FDS (BIV) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 23.26% in 2023 Q4. The latest visible filing shows BIV at 21.96% 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.

What this BIV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Gordian Advisors LLC's position in VANGUARD BD INDEX FDS, 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
2026 Q1

BIV was reported at 21.96% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
23.26% in 2023 Q4

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 2026 Q1

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.

BIV stock page Gordian Advisors LLC fund profile Gordian Advisors LLC full holdings
How Gordian Advisors LLC held BIV — position size vs. price
% of Fund (quarterly)    BIV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 427,134 +12,954 +3.1% 21.96% $33.0M 2026-04-27 $76.72
2025 Q4 ADDED — — — 414,180 +17,065 +4.3% 21.37% $32.3M 2026-02-09 $76.82
2025 Q3 ADDED — — — 397,115 +7,550 +1.9% 20.84% $31.0M 2025-10-31 $76.08
2025 Q2 ADDED — — — 389,565 +8,981 +2.4% 21.56% $30.1M 2025-07-25 $73.93
2025 Q1 ADDED — — — 380,584 +10,069 +2.7% 23.15% $29.1M 2025-04-30 $73.39
2024 Q4 ADDED — — — 370,515 +20,689 +5.9% 21.91% $27.7M 2025-02-05 $71.43
2024 Q3 ADDED — — — 349,826 +32,068 +10.1% 21.87% $27.4M 2024-10-30 $71.02
2024 Q2 REDUCED — — — 317,758 -10,307 -3.1% 22.93% $23.8M 2024-08-07 $71.30
2024 Q1 ADDED — — — 328,065 +19,136 +6.2% 22.77% $24.7M 2024-04-24 $67.30
2023 Q4 INITIATED — — — 308,929 — — 23.26% $23.6M 2024-02-13 $67.92

🏢 Other funds also holding BIV

As of 2026 Q1 — sorted by position size

True Link Financial Advisors, LLC 3Y 25.54% Seneschal Advisors, LLC 22.74% Kropog Financial Group, LLC 19.67% BCM ADVISORS, LLC 3Y 7Y 19.1% Compass Planning Associates Inc 17.85% BRIGHTON SECURITIES CORP. 16.17% Sage Financial Management Group, Inc. 3Y 15.91% CHRISTINE MESSMER PC 15.19% FPC INVESTMENT ADVISORY, INC. 14.99% HOGE FINANCIAL SERVICES, LLC 14.71%

FAQ About Gordian 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 Gordian Advisors LLC reported owning BIV?

Gordian Advisors LLC reported BIV across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BIV position in Gordian Advisors LLC's portfolio?

The largest reported portfolio weight for BIV was 23.26% in 2023 Q4.

What is the latest reported BIV position on this page?

The most recent filing on this page is 2026 Q1, when Gordian Advisors LLC reported 427,134 shares, equal to 21.96% of portfolio, with an estimated market value of $33.0M.

What does the chart on this BIV ownership page compare?

The chart compares Gordian 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.

How well did Gordian Advisors LLC time their BIV position?

Based on 13F filing dates vs. subsequent BIV price moves, Gordian Advisors LLC correctly timed 7 out of 9 reported position changes (78%). The annualised alpha on BIV relative to SPY over the holding period was -11.7%.

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