SEC 13F Intelligence

Findec Wealth Services, Inc. / BIV

Findec Wealth Services, Inc.’s Vanguard Bd Index Fds Position

Does Findec Wealth Services, Inc. own Vanguard Bd Index Fds (BIV)? Yes — 15.7K shares worth $1M (+1.48% of its 13F portfolio) as of Q1 2026, down from 16.1K shares the prior filed quarter.

Position Value
$1M
Q1 2026
Shares
15.7K
% of Portfolio
+1.48%
Quarters Held
5
currently held

Position History BIV

Reported value by quarter
Q1 ’25: $680,295Q1 ’25Q2 ’25: $1MQ2 ’25Q3 ’25: $1MQ3 ’25Q4 ’25: $1MQ4 ’25Q1 ’26: $1MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202615.7K$1M+1.48%
Q4 202516.1K$1M+1.34%
Q3 202516.0K$1M+1.30%
Q2 202516.0K$1M+1.29%
Q1 20258.9K$680,295+0.67%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Findec Wealth Services, Inc.’s full portfolio or all institutional holders of BIV.