SEC 13F Intelligence

Wealth Advisory Team LLC / BIV

Wealth Advisory Team LLC’s Vanguard Bd Index Fds Position

Does Wealth Advisory Team LLC own Vanguard Bd Index Fds (BIV)? Yes85.6K shares worth $7M (+5.89% of its 13F portfolio) as of Q4 2025, up from 85.3K shares the prior filed quarter.

Position Value
$7M
Q4 2025
Shares
85.6K
% of Portfolio
+5.89%
Quarters Held
2
currently held

Position History BIV

Reported value by quarter
Q2 ’25: $7MQ2 ’25Q4 ’25: $7MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202585.6K$7M+5.89%
Q2 202585.3K$7M+6.17%

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