BSV — VANGUARD BD INDEX FDS

Ownership history in Diversified, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Diversified, LLC reported a position in VANGUARD BD INDEX FDS (BSV). 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
0.2% (2022 Q4)
Avg. % of fund
0.12%
First filed
2022 Q4
Last filed
2024 Q2
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q2 REDUCED 4,112 -2,752 -40.1% 0.04% $315K $71.83
2022 Q4 INITIATED 6,864 — — 0.20% $517K —
% of Fund (quarterly)    BSV price (monthly, adj. close)

Other funds also holding BSV

As of 2025 Q4 — sorted by position size

Windward Private Wealth Management Inc. 3Y 22.45% RS CRUM INC. 3Y 17.62% Integris Wealth Management, LLC 3Y 14.63% Truepoint, Inc. 3Y 7Y 12.38% Martel Wealth Advisors Inc 11.9% Brewster Financial Planning LLC 3Y 11.45% True Link Financial Advisors, LLC 3Y 11.44% Fort Henry Capital, LLC 3Y 11.16% Safir Wealth Advisors, LLC 3Y 10.96% Stephenson & Company, Inc. 10.05%
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