Ownership history in BFSG, LLC · 19 quarters on record
This page tracks every 13F SEC filing in which BFSG, LLC reported a position in VANGUARD WORLD FDS (VDE). 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 | REDUCED | 70,238 | -3,548 | -4.8% | 0.86% | $8.8M | $125.92 |
| 2025 Q3 | REDUCED | 73,786 | -4,642 | -5.9% | 0.90% | $9.3M | $124.81 |
| 2025 Q2 | REDUCED | 78,428 | -4,307 | -5.2% | 1.05% | $9.3M | $117.20 |
| 2025 Q1 | REDUCED | 82,735 | -4,294 | -4.9% | 1.31% | $10.7M | $126.62 |
| 2024 Q4 | REDUCED | 87,029 | -5,148 | -5.6% | 1.23% | $10.6M | $117.56 |
| 2024 Q3 | REDUCED | 92,177 | -8,193 | -8.2% | 1.31% | $11.3M | $117.74 |
| 2024 Q2 | REDUCED | 100,370 | -910 | -0.9% | 1.62% | $12.8M | $121.57 |
| 2024 Q1 | ADDED | 101,280 | +2,240 | +2.3% | 1.76% | $13.3M | $124.58 |
| 2023 Q4 | ADDED | 99,040 | +6,241 | +6.7% | 1.69% | $11.6M | $110.12 |
| 2023 Q3 | ADDED | 92,799 | +4,082 | +4.6% | 1.91% | $11.8M | $117.94 |
As of 2025 Q4 — sorted by position size