BIV — VANGUARD BD INDEX FDS

Ownership history in Reliant Wealth Planning  ·  11 quarters on record

This page tracks every 13F SEC filing in which Reliant Wealth Planning 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
23.57% (2025 Q1)
Avg. % of fund
18.67%
First filed
2023 Q2
Last filed
2025 Q4
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 592,660 +4,390 +0.7% 14.42% $46.2M $77.36
2025 Q3 REDUCED 588,270 -91,719 -13.5% 14.89% $45.9M $76.51
2025 Q2 ADDED 679,989 +5,223 +0.8% 20.53% $52.6M $75.01
2025 Q1 ADDED 674,766 +16,848 +2.6% 23.57% $51.7M $73.51
7 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% Brewster Financial Planning LLC 3Y 13.45%
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