Ownership history in BFSG, LLC · 36 quarters on record
This page tracks every 13F SEC filing in which BFSG, LLC reported a position in VANGUARD TOTAL STOCK MARKET (VTI). 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 | 121,148 | +6,499 | +5.7% | 3.94% | $40.6M | $335.27 |
| 2025 Q3 | REDUCED | 114,649 | -158 | -0.1% | 3.64% | $37.6M | $327.24 |
| 2025 Q2 | ADDED | 114,807 | +3,193 | +2.9% | 3.90% | $34.9M | $302.23 |
| 2025 Q1 | ADDED | 111,614 | +7,991 | +7.7% | 3.73% | $30.7M | $272.48 |
| 2024 Q4 | ADDED | 103,623 | +3,584 | +3.6% | 3.51% | $30.0M | $286.32 |
| 2024 Q3 | ADDED | 100,039 | +3,628 | +3.8% | 3.29% | $28.3M | $278.85 |
| 2024 Q2 | ADDED | 96,411 | +6,496 | +7.2% | 3.27% | $25.8M | $262.63 |
| 2024 Q1 | ADDED | 89,915 | +7,809 | +9.5% | 3.09% | $23.4M | $254.25 |
| 2023 Q4 | ADDED | 82,106 | +1,760 | +2.2% | 2.83% | $19.5M | $231.25 |
| 2023 Q3 | ADDED | 80,346 | +8,004 | +11.1% | 2.77% | $17.1M | $206.18 |
As of 2025 Q4 — sorted by position size