SEC 13F Intelligence

Verde Capital Management / BIV

Verde Capital Management’s Vanguard Bd Index Fds Position

Does Verde Capital Management own Vanguard Bd Index Fds (BIV)? Yes — 140.9K shares worth $11M (+2.33% of its 13F portfolio) as of Q1 2026, up from 140.5K shares the prior filed quarter.

Position Value
$11M
Q1 2026
Shares
140.9K
% of Portfolio
+2.33%
Quarters Held
26
currently held

Position History BIV

Reported value by quarter
Q4 ’19: $13MQ4 ’19Q1 ’20: $16MQ2 ’20: $20MQ3 ’20: $21MQ4 ’20: $24MQ4 ’20Q1 ’21: $23MQ2 ’21: $25MQ3 ’21: $24MQ4 ’21: $25MQ4 ’21Q1 ’22: $23MQ2 ’22: $16MQ3 ’22: $14MQ4 ’22: $13MQ4 ’22Q1 ’23: $14MQ2 ’23: $14MQ3 ’23: $14MQ4 ’23: $12MQ4 ’23Q1 ’24: $13MQ2 ’24: $8MQ3 ’24: $8MQ4 ’24: $8MQ4 ’24Q1 ’25: $9MQ2 ’25: $9MQ3 ’25: $10MQ4 ’25: $11MQ4 ’25Q1 ’26: $11Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026140.9K$11M+2.33%
Q4 2025140.5K$11M+2.33%
Q3 2025133.8K$10M+2.31%
Q2 2025118.0K$9M+2.25%
Q1 2025111.9K$9M+2.44%
Q4 2024108.7K$8M+2.29%
Q3 2024105.5K$8M+2.48%
Q2 2024109.8K$8M+2.61%
Q1 2024176.5K$13M+4.55%
Q4 2023163.1K$12M+4.71%
Q3 2023187.5K$14M+5.27%
Q2 2023183.5K$14M+5.24%
Q1 2023180.0K$14M+5.76%
Q4 2022178.9K$13M+6.35%
Q3 2022186.6K$14M+6.67%
Q2 2022210.3K$16M+7.45%
Q1 2022286.7K$23M+9.30%
Q4 2021281.8K$25M+9.40%
Q3 2021270.7K$24M+10.08%
Q2 2021277.7K$25M+10.51%
Q1 2021256.6K$23M+10.03%
Q4 2020257.1K$24M+11.88%
Q3 2020228.4K$21M+12.15%
Q2 2020211.1K$20M+12.88%
Q1 2020178.0K$16M+11.27%
Q4 2019150.8K$13M+7.68%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Verde Capital Management’s full portfolio or all institutional holders of BIV.