SEC 13F Intelligence

Vci Wealth Management LLC / BIV

Vci Wealth Management LLC’s Vanguard Bd Index Fds Position

Does Vci Wealth Management LLC own Vanguard Bd Index Fds (BIV)? Yes — 124.9K shares worth $10M (+2.67% of its 13F portfolio) as of Q1 2026, up from 112.4K shares the prior filed quarter.

Position Value
$10M
Q1 2026
Shares
124.9K
% of Portfolio
+2.67%
Quarters Held
10
currently held

Position History BIV

Reported value by quarter
Q4 ’23: $2MQ4 ’23Q1 ’24: $2MQ2 ’24: $3MQ2 ’24Q3 ’24: $3MQ4 ’24: $6MQ4 ’24Q1 ’25: $7MQ2 ’25: $8MQ2 ’25Q3 ’25: $8MQ4 ’25: $9MQ4 ’25Q1 ’26: $10Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026124.9K$10M+2.67%
Q4 2025112.4K$9M+2.43%
Q3 2025103.3K$8M+2.45%
Q2 202597.6K$8M+2.64%
Q1 202586.5K$7M+2.78%
Q4 202479.8K$6M+2.53%
Q3 202443.1K$3M+1.50%
Q2 202439.8K$3M+1.47%
Q1 202427.8K$2M+1.42%
Q4 202331.3K$2M+1.45%

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