Cedar Mountain Advisors, LLC BIV VANGUARD BD INDEX FD INC

Ownership history in Cedar Mountain Advisors, LLC  ·  19 quarters on record

AI Ownership Summary

Cedar Mountain Advisors, LLC reported VANGUARD BD INDEX FD INC (BIV) in 19 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.02% in 2025 Q1. The latest visible filing shows BIV at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BIV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cedar Mountain Advisors, LLC's position in VANGUARD BD INDEX FD INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

BIV was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Cedar Mountain Advisors, LLC held BIV — position size vs. price
% of Fund (quarterly)    BIV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 1,009 +10 +1.0% 0.01% $77K 2026-07-02 $76.43
2026 Q1 ADDED 999 +7 +0.7% 0.02% $77K 2026-04-30 $76.19
2025 Q4 ADDED 992 +13 +1.3% 0.01% $77K 2026-02-11 $76.61
2025 Q3 ADDED 979 +19 +2.0% 0.01% $76K 2025-10-24 $76.30
2025 Q1 ADDED 960 +3 +0.3% 0.02% $73K 2025-04-14 $71.73
2024 Q4 ADDED 957 +933 +3887.5% 0.02% $72K 2025-01-21 $70.46
2024 Q3 UNCHANGED 24 0% 0.00% $2K 2024-10-15 $71.82
2024 Q2 UNCHANGED 24 0% 0.00% $2K 2024-07-11 $69.85
2024 Q1 UNCHANGED 24 0% 0.00% $2K 2024-04-16 $66.82
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Cedar Mountain Advisors, LLC and BIV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Cedar Mountain Advisors, LLC reported owning BIV?

Cedar Mountain Advisors, LLC reported BIV across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported BIV position in Cedar Mountain Advisors, LLC's portfolio?

The largest reported portfolio weight for BIV was 0.02% in 2025 Q1.

What is the latest reported BIV position on this page?

The most recent filing on this page is 2026 Q2, when Cedar Mountain Advisors, LLC reported 1,009 shares, equal to 0.01% of portfolio, with an estimated market value of $77K.

What does the chart on this BIV ownership page compare?

The chart compares Cedar Mountain Advisors, LLC's quarterly BIV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Cedar Mountain Advisors, LLC time their BIV position?

Based on 13F filing dates vs. subsequent BIV price moves, Cedar Mountain Advisors, LLC correctly timed 8 out of 11 reported position changes (73%). The annualised alpha on BIV relative to SPY over the holding period was -11.8%.

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