Momentum Wealth Planning, LLC / BIV
Momentum Wealth Planning, LLC’s Vanguard Bd Index Fds Position
Does Momentum Wealth Planning, LLC own Vanguard Bd Index Fds (BIV)? Yes — 68.6K shares worth $5M (+4.71% of its 13F portfolio) as of Q1 2026, up from 68.0K shares the prior filed quarter.
Position Value
$5M
Q1 2026
Shares
68.6K
% of Portfolio
+4.71%
Quarters Held
3
currently held
Position History BIV
Reported value by quarter
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Momentum Wealth Planning, LLC’s full portfolio or all institutional holders of BIV.