BSV — VANGUARD BD INDEX FDS

Ownership history in Efficient Advisors, LLC  ·  57 quarters on record

This page tracks every 13F SEC filing in which Efficient Advisors, 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
11.31% (2020 Q1)
Avg. % of fund
7.18%
First filed
2011 Q4
Last filed
2025 Q4
Quarters held
57
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 770,620 -71,402 -8.5% 3.55% $60.7M $78.30
2025 Q3 ADDED 842,022 +50,021 +6.3% 3.74% $66.4M $77.38
2025 Q2 REDUCED 792,001 -6,037 -0.8% 3.71% $62.3M $76.42
2025 Q1 REDUCED 798,038 -8,536 -1.1% 3.79% $62.5M $75.30
53 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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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