BIV β€” VANGUARD INTERMEDIATE

Ownership history in Graney & King, LLC  Β·  5 quarters on record

AI Ownership Summary

Graney & King, LLC reported VANGUARD INTERMEDIATE (BIV) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 2.15% in 2025 Q4. The latest visible filing shows BIV at 2.15% 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 Graney & King, LLC's position in VANGUARD INTERMEDIATE, 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
2025 Q4

BIV was reported at 2.15% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.15% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

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.

How Graney & King, LLC held BIV β€” position size vs. price
% of Fund (quarterly)    BIV price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 47,278 +28,038 +145.7% 2.15% $3.7M 2026-02-14 (Est.) $78.07
2025 Q3 REDUCED 19,240 -1,954 -9.2% 1.04% $1.5M 2025-11-13 $76.68
2025 Q2 ADDED 21,194 +546 +2.6% 1.10% $1.6M 2025-08-14 $75.22
2025 Q1 ADDED 20,648 +980 +5.0% 1.18% $1.6M 2025-05-14 $72.59
2024 Q4 INITIATED 19,668 β€” β€” 1.11% $1.5M 2025-02-12 $71.16

🏒 Other funds also holding BIV

As of 2026 Q1 β€” sorted by position size

BancFirst Trust & Investment Management 3Y 1.16% Adelphi Trust Co 0.72% Bangor Savings Bank 3Y 7Y 0.0%

FAQ About Graney & King, 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 Graney & King, LLC reported owning BIV?

Graney & King, LLC reported BIV across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported BIV position in Graney & King, LLC's portfolio?

The largest reported portfolio weight for BIV was 2.15% in 2025 Q4.

What is the latest reported BIV position on this page?

The most recent filing on this page is 2025 Q4, when Graney & King, LLC reported 47,278 shares, equal to 2.15% of portfolio, with an estimated market value of $3.7M.

What does the chart on this BIV ownership page compare?

The chart compares Graney & King, 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.

← Back to Graney & King, LLC Holdings