BIV — VANGUARD BD INDEX FDS

Ownership history in WIT, LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which WIT, LLC 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
1.96% (2025 Q1)
Avg. % of fund
1.52%
First filed
2024 Q1
Last filed
2025 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 783,879 — 0% 1.22% $61.0M $77.36
2025 Q3 UNCHANGED 783,879 — 0% 1.39% $61.2M $76.51
2025 Q2 REDUCED 783,879 -55,724 -6.6% 1.50% $60.6M $75.01
2025 Q1 ADDED 839,603 +838,892 +117987.6% 1.96% $68.6M $73.51
4 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% Reliant Wealth Planning 3Y 14.42%
← Back to WIT, LLC Holdings