BSV — VANGUARD BD INDEX FD INC

Ownership history in Avion Wealth · 26 quarters on record

This page tracks every 13F SEC filing in which Avion Wealth reported a position in VANGUARD BD INDEX FD INC (BSV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position

10.49% (2020 Q1)

Avg. % of fund

2.53%

First filed

2019 Q3

Last filed

2025 Q4

Quarters held

26

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	REDUCED	33,211	-1,151	-3.3%	0.55%	$2.6M	$78.30
2025 Q3	REDUCED	34,362	-8,673	-20.2%	0.58%	$2.7M	$77.38
2025 Q2	REDUCED	43,035	-2,811	-6.1%	0.86%	$3.4M	$76.42
2025 Q1	UNCHANGED	45,846	—	0%	0.91%	$3.5M	$75.30

% of Fund (quarterly) BSV price (monthly, adj. close)

Other funds also holding BSV

As of 2025 Q4 — sorted by position size

Windward Private Wealth Management Inc. 3Y 22.45% RS CRUM INC. 3Y 17.62% Integris Wealth Management, LLC 3Y 14.63% Truepoint, Inc. 3Y 7Y 12.38% Martel Wealth Advisors Inc 11.9% Brewster Financial Planning LLC 3Y 11.45% True Link Financial Advisors, LLC 3Y 11.44% Fort Henry Capital, LLC 3Y 11.16% Safir Wealth Advisors, LLC 3Y 10.96% Stephenson & Company, Inc. 10.05%

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