Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

VANGUARD BD INDEX FDS (BIV)

902 + Investors. Track Smart Money conviction in BIV. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +44
Streak
1Q ▲
Buyers last Q
65%

Smart Money Signals — BIV

Based on 901 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added BIV than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
901 hedge funds hold BIV right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +6% more funds vs a year ago

fund count last 6Q
+49 new funds entered over the past year (+6% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 65% buying

560 buying301 selling
Last quarter: 560 funds were net buyers (114 opened a brand new position + 446 added to an existing one). Only 301 were sellers (231 trimmed + 70 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+51 vs last Q)

new funds entering per quarter
Funds opening a new BIV position: 77 → 82 → 63 → 114. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 22% medium ■ 14% new
576 out of 901 hedge funds have held BIV for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

111 → 77 → 82 → 63 → 114 new funds/Q
New funds entering each quarter: 77 → 82 → 63 → 114. A growing number of institutions are discovering BIV each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 63% of holders stayed 2+ years

■ 63% veterans ■ 15% 1-2yr ■ 22% new
Of 902 current holders: 566 (63%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 42% AUM from top-100 funds

42% from top-100 AUM funds
26 of 901 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in BIV. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: BIV

How many hedge funds hold BIV — quarterly history vs. share price
Quarterly hedge fund ownership of BIV vs. share price

Market Analysis: BIV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BIV

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

48 top-rated funds 56 high-conviction
Consensus
7.3
/ 10
breadth
×
Elite
4.6
/ 10
conviction
Hedge Fund Positioning: BIV
2026 Q1 Stats Unlock in 22 days 902 + Investors

Track Smart Money conviction in BIV. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 902 858 5.13%
13F Shares 206M 199M 3.77%
Total Value $16.00B $15.52B 3.11%
New Positions 114 64 +50
Increased Positions 447 427 +20
Closed Positions 70 75 -5
Reduced Positions 232 256 -24
Total Calls 2 2 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BIV

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

902 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BIV. Verified SEC 13F-HR filings.

Top 25 institutional holders of BIV — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Gordian Advisors LLC 21.96% 427,134 $33.0M
2 Kropog Financial Group, LLC 19.67% 313,741 $24.2M
3 Compass Planning Associates Inc 17.85% 361,597 $27.9M
4 Sage Financial Management Group, Inc. 15.91% 670,494 $51.7M
5 CHRISTINE MESSMER PC 15.19% 307,817 $23.8M
6 HOGE FINANCIAL SERVICES, LLC 14.71% 356,107 $27.5M
7 Family Investment Center, Inc. 14.36% 966,958 $74.6M
8 Ballentine Capital Advisors, Inc 11.66% 364,956 $28.2M
9 Keyes, Stange & Wooten Wealth Management, LLC 11.43% 331,770 $25.6M
10 Cranbrook Wealth Management, LLC 11.28% 718,274 $55.4M
11 Retirement Investment Advisors, Inc. 10.76% 1,716,738 $133.7M
12 Scott Capital Advisors, LLC 10.03% 640,986 $49.5M
13 Farmers & Merchants Trust Co of Chambersburg PA 9.95% 456,340 $36K
14 MFA WEALTH ADVISORS, LLC 9.34% 614,849 $47.5M
15 Franklin, Parlapiano, Turner & Welch, LLC 9.08% 492,744 $38.1M
16 Ethos Capital Management, Inc. 8.71% 131,628 $10.2M
17 Darrow Company, Inc. 8.42% 242,401 $18.7M
18 Safir Wealth Advisors, LLC 7.56% 135,502 $10.5M
19 BetterWealth, LLC 7.30% 481,986 $37.2M
20 BROWN WEALTH MANAGEMENT, LLC 6.87% 346,701 $26.8M
21 STEPHEN J. GARRY & ASSOCIATES, LLC 6.65% 107,091 $8.3M
22 MBA Advisors LLC 6.51% 219,502 $16.9M
23 Tumwater Wealth Management, LLC 6.48% 208,651 $16.1M
24 IFC & Insurance Marketing, Inc. 6.47% 80,290 $6.2M
25 Mustard Seed Financial, LLC 6.15% 133,068 $10.3M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — VANGUARD BD INDEX FDS (BIV)

What does the Smart Money Trend signal show for BIV?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added BIV than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for BIV?

More buyers than sellers — 65% buying: Last quarter: 560 funds were net buyers (114 opened a brand new position + 446 added to an existing one). Only 301 were sellers (231 trimmed + 70 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BIV holders?

Elite ownership — 42% AUM from top-100 funds: 26 of 901 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in BIV. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held BIV?

64% of holders stayed for 2+ years: 576 out of 901 hedge funds have held BIV for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.