BIV — VANGUARD INTERMEDIATE

Ownership history in Joseph P. Lucia & Associates, LLC  ·  28 quarters on record

This page tracks every 13F SEC filing in which Joseph P. Lucia & Associates, LLC reported a position in VANGUARD INTERMEDIATE (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
1.5% (2024 Q3)
Avg. % of fund
0.57%
First filed
2019 Q1
Last filed
2025 Q4
Quarters held
28
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 39,806 +5,501 +16.0% 1.12% $3.1M $77.36
2025 Q3 REDUCED 34,305 -3,747 -9.8% 1.01% $2.7M $76.51
2025 Q2 ADDED 38,052 +550 +1.5% 1.20% $2.9M $75.01
2025 Q1 REDUCED 37,502 -1,664 -4.2% 1.31% $2.9M $73.51
24 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%
← Back to Joseph P. Lucia & Associates, LLC Holdings