BSV — VANGUARD BD INDEX FDS

Ownership history in Essential Planning, LLC.  ·  13 quarters on record

This page tracks every 13F SEC filing in which Essential Planning, 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
4.1% (2022 Q4)
Avg. % of fund
2.77%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 95,869 +4,735 +5.2% 2.41% $7.6M $78.30
2025 Q3 ADDED 91,134 +4,370 +5.0% 2.48% $7.2M $77.38
2025 Q2 ADDED 86,764 +3,565 +4.3% 2.54% $6.8M $76.42
2025 Q1 REDUCED 83,199 -4,741,808 -98.3% 2.62% $6.5M $75.30
9 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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