BLV β€” VANGUARD BD INDEX FDS

Ownership history in Cornerstone Financial Group, LLC /NE/  Β·  5 quarters on record

AI Ownership Summary

Cornerstone Financial Group, LLC /NE/ reported VANGUARD BD INDEX FDS (BLV) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 2.81% in 2025 Q4. The latest visible filing shows BLV at 2.81% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BLV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cornerstone Financial Group, LLC /NE/'s position in VANGUARD BD INDEX FDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

BLV was reported at 2.81% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.81% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Cornerstone Financial Group, LLC /NE/ held BLV β€” position size vs. price
% of Fund (quarterly)    BLV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 57,974 +8,555 +17.3% 2.81% $4.0M 2026-02-14 (Est.) $70.53
2025 Q3 ADDED 49,419 +11,992 +32.0% 2.71% $3.5M 2025-11-12 $69.65
2025 Q2 ADDED 37,427 +4,868 +15.0% 2.21% $2.6M 2025-08-15 $66.81
2025 Q1 ADDED 32,559 +9,147 +39.1% 1.98% $2.2M 2025-05-13 $64.49
2024 Q4 INITIATED 23,412 β€” β€” 1.58% $1.6M 2025-02-14 $65.96

FAQ About Cornerstone Financial Group, LLC /NE/ and BLV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Cornerstone Financial Group, LLC /NE/ reported owning BLV?

Cornerstone Financial Group, LLC /NE/ reported BLV across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported BLV position in Cornerstone Financial Group, LLC /NE/'s portfolio?

The largest reported portfolio weight for BLV was 2.81% in 2025 Q4.

What is the latest reported BLV position on this page?

The most recent filing on this page is 2025 Q4, when Cornerstone Financial Group, LLC /NE/ reported 57,974 shares, equal to 2.81% of portfolio, with an estimated market value of $4.0M.

What does the chart on this BLV ownership page compare?

The chart compares Cornerstone Financial Group, LLC /NE/'s quarterly BLV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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