Ownership history in BCS Wealth Management · 21 quarters on record
This page tracks every 13F SEC filing in which BCS Wealth Management reported a position in VANGUARD INDEX FDS (VTV). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 58,345 | +28,931 | +98.4% | 1.13% | $11.1M | $190.99 |
| 2025 Q3 | UNCHANGED | 29,414 | — | 0% | 1.24% | $5.5M | $185.53 |
| 2025 Q2 | ADDED | 29,414 | +1,590 | +5.7% | 1.12% | $5.2M | $174.94 |
| 2025 Q1 | REDUCED | 27,824 | -53 | -0.2% | 1.24% | $4.8M | $170.05 |
| 2024 Q4 | ADDED | 27,877 | +12,049 | +76.1% | 1.17% | $4.7M | $165.69 |
| 2024 Q1 | REDUCED | 15,828 | -106 | -0.7% | 0.83% | $2.6M | $156.64 |
| 2023 Q4 | REDUCED | 15,934 | -1,907 | -10.7% | 0.88% | $2.4M | $142.89 |
| 2023 Q3 | REDUCED | 17,841 | -184 | -1.0% | 1.02% | $2.5M | $130.92 |
| 2023 Q1 | ADDED | 18,025 | +2,014 | +12.6% | 1.12% | $2.5M | $129.41 |
| 2022 Q4 | ADDED | 16,011 | +2,416 | +17.8% | 0.94% | $2.2M | $130.72 |
As of 2025 Q4 — sorted by position size