BLV — VANGUARD BD INDEX FDS

Ownership history in CABANA LLC · 8 quarters on record

This page tracks every 13F SEC filing in which CABANA LLC reported a position in VANGUARD BD INDEX FDS (BLV). 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

11.45% (2022 Q1)

Avg. % of fund

6.16%

First filed

2020 Q2

Last filed

2025 Q4

Quarters held

8

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	REDUCED	3,924	-4,680	-54.4%	2.04%	$273K	$69.00
2024 Q1	REDUCED	8,604	-3,467	-28.7%	2.65%	$622K	$65.73
2023 Q4	REDUCED	12,071	-27,058	-69.2%	4.11%	$900K	$67.29
2023 Q2	ADDED	39,129	+7,172	+22.4%	11.34%	$2.9M	$65.89

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

Other funds also holding BLV

As of 2025 Q4 — sorted by position size

METROPOLITAN LIFE INSURANCE CO/NY 3Y 7Y 12.64% Platt Investment Counsel, LLC 3Y 7.11% Evergreen Wealth Management, LLC 3Y 5.31% LINCOLN NATIONAL CORP 3Y 7Y 5.21% ETF Portfolio Partners, Inc. 3Y 7Y 4.76% Greystone Financial Group, LLC 3Y 4.58% DiPaolo Financial Group, Inc. 4.55% Evolution Advisers, Inc. 3Y 4.15% Strong Tower Advisory Services 3Y 3.91% Richmond Brothers, Inc. 3Y 3.47%

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