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
2024 Q4 UNCHANGED 711 0% 1.72% $53.8M $71.28
2024 Q3 ADDED 711 +130 +22.4% 1.72% $59.5M $73.80
2024 Q2 UNCHANGED 581 0% 1.31% $43.5M $69.86
2024 Q1 INITIATED 581 1.33% $43.8M
% of Fund (quarterly)    BIV price (monthly, adj. close)
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