BIV β€” VANGUARD BD INDEX FDS

Ownership history in Integrity Financial Corp /WA  Β·  12 quarters on record

AI Ownership Summary

Integrity Financial Corp /WA reported VANGUARD BD INDEX FDS (BIV) in 12 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.63% in 2023 Q4. The latest visible filing shows BIV at 0.08% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BIV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Integrity Financial Corp /WA'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
2025 Q3

BIV was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.63% 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 2025 Q3

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 Integrity Financial Corp /WA held BIV β€” position size vs. price
% of Fund (quarterly)    BIV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 2,116 -3,026 -58.8% 0.08% $165K 2025-11-06 $76.74
2025 Q2 REDUCED 5,142 -5,951 -53.6% 0.20% $398K 2025-08-05 $75.34
2025 Q1 REDUCED 11,093 -185 -1.6% 0.48% $849K 2025-05-12 $72.83
2024 Q4 REDUCED 11,278 -245 -2.1% 0.48% $843K 2025-02-13 $71.55
2024 Q3 REDUCED 11,523 -275 -2.3% 0.53% $903K 2024-10-21 $71.97
2024 Q2 ADDED 11,798 +1,276 +12.1% 0.55% $884K 2024-07-30 $71.00
2024 Q1 REDUCED 10,522 -833 -7.3% 0.54% $793K 2024-05-02 $68.29
2023 Q4 REDUCED 11,355 -919 -7.5% 0.63% $867K 2024-02-07 $69.32
4 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Integrity Financial Corp /WA and BIV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Integrity Financial Corp /WA reported owning BIV?

Integrity Financial Corp /WA reported BIV across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported BIV position in Integrity Financial Corp /WA's portfolio?

The largest reported portfolio weight for BIV was 0.63% in 2023 Q4.

What is the latest reported BIV position on this page?

The most recent filing on this page is 2025 Q3, when Integrity Financial Corp /WA reported 2,116 shares, equal to 0.08% of portfolio, with an estimated market value of $165K.

What does the chart on this BIV ownership page compare?

The chart compares Integrity Financial Corp /WA'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.

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