BIV — VANGUARD BD INDEX FDS

Ownership history in Prostatis Group LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Prostatis Group LLC 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
2.87% (2023 Q1)
Avg. % of fund
1.98%
First filed
2023 Q1
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 63,535 -361 -0.6% 1.18% $4.9M $77.36
2025 Q3 REDUCED 63,896 -935 -1.4% 1.25% $5.0M $76.51
2025 Q2 REDUCED 64,831 -9,772 -13.1% 1.44% $5.0M $75.01
2025 Q1 REDUCED 74,603 -2,939 -3.8% 1.80% $5.7M $73.51
3 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%
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