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
2022 Q1 ADDED 31,957 +29,254 +1082.3% 11.45% $2.9M $76.81
2021 Q4 REDUCED 2,703 -22,968 -89.5% 0.98% $278K $85.80
2021 Q3 REDUCED 25,671 -682,473 -96.4% 9.48% $2.7M $84.34
2020 Q2 INITIATED 708,144 — — 7.26% $79.1M $86.25
% 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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