SEC 13F Intelligence

Veridan Wealth LLC / BIV

Veridan Wealth LLC’s Vanguard Bd Index Fds Position

Does Veridan Wealth LLC own Vanguard Bd Index Fds (BIV)? Yes — 91.8K shares worth $7M (+2.62% of its 13F portfolio) as of Q1 2026, up from 91.6K shares the prior filed quarter.

Position Value
$7M
Q1 2026
Shares
91.8K
% of Portfolio
+2.62%
Quarters Held
6
currently held

Position History BIV

Reported value by quarter
Q4 ’24: $5MQ4 ’24Q1 ’25: $5MQ1 ’25Q2 ’25: $7MQ2 ’25Q3 ’25: $7MQ3 ’25Q4 ’25: $7MQ4 ’25Q1 ’26: $7MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202691.8K$7M+2.62%
Q4 202591.6K$7M+2.40%
Q3 202589.7K$7M+2.41%
Q2 202590.8K$7M+2.82%
Q1 202561.3K$5M+2.12%
Q4 202460.5K$5M+2.12%

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