Windward Private Wealth Management Inc. BIV — VANGUARD BD INDEX FDS

Ownership history in Windward Private Wealth Management Inc.  ·  21 quarters on record

AI Ownership Summary

Windward Private Wealth Management Inc. reported VANGUARD BD INDEX FDS (BIV) in 21 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 9.02% in 2025 Q1. The latest visible filing shows BIV at 8.48% 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 Windward Private Wealth Management Inc.'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 8.48% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
9.02% in 2025 Q1

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.

BIV stock page Windward Private Wealth Management Inc. fund profile Windward Private Wealth Management Inc. full holdings
How Windward Private Wealth Management Inc. 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 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 314,464 +1,013 +0.3% 8.48% $24.5M 2026-02-14 (Est.) $78.07
2025 Q3 ADDED — — — 313,451 +988 +0.3% 8.44% $24.5M 2025-11-05 $76.40
2025 Q2 ADDED — — — 312,463 +10,221 +3.4% 8.71% $24.2M 2025-07-22 $74.60
2025 Q1 ADDED — — — 302,242 +5,014 +1.7% 9.02% $23.1M 2025-05-08 $73.09
2024 Q4 ADDED — — — 297,228 +6,902 +2.4% 8.66% $22.2M 2025-01-30 $71.55
2024 Q3 ADDED — — — 290,326 +2,583 +0.9% 8.72% $22.8M 2024-11-01 $71.15
2024 Q2 ADDED — — — 287,743 +11,804 +4.3% 8.72% $21.5M 2024-07-23 $70.53
2024 Q1 ADDED — — — 275,939 +15,597 +6.0% 8.50% $20.8M 2024-05-07 $68.79
2023 Q4 ADDED — — — 260,342 +11,623 +4.7% 8.34% $19.9M 2024-01-30 $69.54
12 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

Kropog Financial Group, LLC 19.67% Compass Planning Associates Inc 17.85% Sage Financial Management Group, Inc. 3Y 15.91% CHRISTINE MESSMER PC 15.19% HOGE FINANCIAL SERVICES, LLC 14.71% Family Investment Center, Inc. 3Y 14.36% Ballentine Capital Advisors, Inc 11.66% Cranbrook Wealth Management, LLC 3Y 7Y 11.28% Retirement Investment Advisors, Inc. 3Y 10.76% Scott Capital Advisors, LLC 3Y 10.03%

FAQ About Windward Private Wealth Management Inc. and BIV

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

How long has Windward Private Wealth Management Inc. reported owning BIV?

Windward Private Wealth Management Inc. reported BIV across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported BIV position in Windward Private Wealth Management Inc.'s portfolio?

The largest reported portfolio weight for BIV was 9.02% in 2025 Q1.

What is the latest reported BIV position on this page?

The most recent filing on this page is 2025 Q4, when Windward Private Wealth Management Inc. reported 314,464 shares, equal to 8.48% of portfolio, with an estimated market value of $24.5M.

What does the chart on this BIV ownership page compare?

The chart compares Windward Private Wealth Management Inc.'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 Windward Private Wealth Management Inc. time their BIV position?

Based on 13F filing dates vs. subsequent BIV price moves, Windward Private Wealth Management Inc. correctly timed 11 out of 20 reported position changes (55%). The annualised alpha on BIV relative to SPY over the holding period was -13.4%.

← Back to Windward Private Wealth Management Inc. Holdings