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
2024 Q4 ADDED 657,918 +26,628 +4.2% 23.06% $49.2M $71.28
2024 Q3 ADDED 631,290 +10,260 +1.7% 21.42% $49.5M $73.80
2024 Q2 ADDED 621,030 +9,591 +1.6% 21.46% $46.5M $69.86
2024 Q1 ADDED 611,439 +75,343 +14.1% 22.05% $46.1M $69.68
2023 Q4 ADDED 536,096 +231,990 +76.3% 19.88% $40.9M $70.18
2023 Q3 ADDED 304,106 +31,638 +11.6% 11.67% $22.0M $65.66
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    BIV price (monthly, adj. close)
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