BSV — VANGUARD BD INDEX FDS

Ownership history in BARR E S & CO · 7 quarters on record

This page tracks every 13F SEC filing in which BARR E S & CO reported a position in VANGUARD BD INDEX FDS (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

2.5% (2024 Q2)

Avg. % of fund

2.21%

First filed

2024 Q2

Last filed

2025 Q4

Quarters held

7

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	REDUCED	424,475	-32,030	-7.0%	1.74%	$33.5M	$78.30
2025 Q3	REDUCED	456,505	-31,850	-6.5%	1.95%	$36.0M	$77.38
2025 Q2	REDUCED	488,355	-29,595	-5.7%	2.20%	$38.4M	$76.42
2025 Q1	ADDED	517,950	+32,050	+6.6%	2.46%	$40.5M	$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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