BIV β€” VANGUARD BD INDEX FDS

Ownership history in Schiavi & Co LLC  Β·  19 quarters on record

AI Ownership Summary

Schiavi & Co LLC reported VANGUARD BD INDEX FDS (BIV) in 19 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 8.37% in 2024 Q4. The latest visible filing shows BIV at 7.55% 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 Schiavi & Co LLC'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 Q4

BIV was reported at 7.55% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
8.37% in 2024 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 Q4

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 Schiavi & Co LLC held BIV β€” position size vs. price
% of Fund (quarterly)    BIV price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 301,815 +18,890 +6.7% 7.55% $23.5M 2026-02-14 (Est.) $78.07
2025 Q3 ADDED 282,925 +786 +0.3% 7.28% $22.1M 2025-11-03 $76.57
2025 Q2 ADDED 282,139 +835 +0.3% 7.40% $21.8M 2025-08-11 $75.14
2025 Q1 REDUCED 281,304 -5,526 -1.9% 7.90% $21.5M 2025-05-08 $73.09
2024 Q4 ADDED 286,830 +23,190 +8.8% 8.37% $21.4M 2025-02-13 $71.55
2024 Q3 ADDED 263,640 +10,214 +4.0% 7.50% $20.7M 2024-11-13 $71.04
2024 Q2 ADDED 253,426 +8,592 +3.5% 7.45% $19.0M 2024-08-08 $71.72
2024 Q1 ADDED 244,834 +19,184 +8.5% 7.28% $18.5M 2024-05-06 $68.74
2023 Q4 ADDED 225,650 +4,537 +2.1% 7.17% $17.2M 2024-02-08 $69.10
10 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Schiavi & Co LLC and BIV

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

How long has Schiavi & Co LLC reported owning BIV?

Schiavi & Co LLC reported BIV across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported BIV position in Schiavi & Co LLC's portfolio?

The largest reported portfolio weight for BIV was 8.37% in 2024 Q4.

What is the latest reported BIV position on this page?

The most recent filing on this page is 2025 Q4, when Schiavi & Co LLC reported 301,815 shares, equal to 7.55% of portfolio, with an estimated market value of $23.5M.

What does the chart on this BIV ownership page compare?

The chart compares Schiavi & Co LLC'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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