Symphonic Financial Advisors LLC BIV — VANGUARD BD INDEX FD INC INTER COM

Ownership history in Symphonic Financial Advisors LLC  ·  6 quarters on record

AI Ownership Summary

Symphonic Financial Advisors LLC reported VANGUARD BD INDEX FD INC INTER COM (BIV) in 6 quarterly 13F filings .

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 Symphonic Financial Advisors LLC's position in VANGUARD BD INDEX FD INC INTER COM, 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
—

See the most recent quarter where the fund disclosed this position.

High-water mark
Peak Conviction
—

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
6 quarters

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.

BIV stock page Symphonic Financial Advisors LLC fund profile Symphonic Financial Advisors LLC full holdings
How Symphonic Financial Advisors LLC held BIV — position size vs. price
% of Fund (quarterly)    BIV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 0 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BIV

As of 2026 Q1 — sorted by position size

True Link Financial Advisors, LLC 3Y 25.54% Seneschal Advisors, LLC 22.74% Gordian Advisors LLC 21.96% Kropog Financial Group, LLC 19.67% BCM ADVISORS, LLC 3Y 7Y 19.1% Compass Planning Associates Inc 17.85% BRIGHTON SECURITIES CORP. 16.17% Sage Financial Management Group, Inc. 3Y 15.91% CHRISTINE MESSMER PC 15.19% FPC INVESTMENT ADVISORY, INC. 14.99%

FAQ About Symphonic Financial Advisors 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 Symphonic Financial Advisors LLC reported owning BIV?

Symphonic Financial Advisors LLC reported BIV across 0 quarterly 13F filings.

What was the largest reported BIV position in Symphonic Financial Advisors LLC's portfolio?

This page shows the quarter-by-quarter portfolio weight history for BIV in Symphonic Financial Advisors LLC.

What is the latest reported BIV position on this page?

The most recent filing on this page is 2012 Q4, when Symphonic Financial Advisors LLC reported 6,011 shares, equal to 96.36% of portfolio, with an estimated market value of $530K.

What does the chart on this BIV ownership page compare?

The chart compares Symphonic Financial Advisors 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.

How well did Symphonic Financial Advisors LLC time their BIV position?

Based on 13F filing dates vs. subsequent BIV price moves, Symphonic Financial Advisors LLC correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on BIV relative to SPY over the holding period was -12.6%.

← Back to Symphonic Financial Advisors LLC Holdings