Ownership history in Exeter Financial, LLC · 15 quarters on record
This page tracks every 13F SEC filing in which Exeter Financial, 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 137,373 | +6,448 | +4.9% | 4.60% | $10.8M | $78.30 |
| 2025 Q3 | ADDED | 130,925 | +14,020 | +12.0% | 4.46% | $10.3M | $77.38 |
| 2025 Q2 | REDUCED | 116,905 | -12,287 | -9.5% | 4.10% | $9.2M | $76.42 |
| 2025 Q1 | REDUCED | 129,192 | -3,853 | -2.9% | 4.54% | $10.1M | $75.30 |
| 2024 Q4 | ADDED | 133,045 | +3,932 | +3.0% | 4.71% | $10.3M | $73.88 |
| 2024 Q3 | ADDED | 129,113 | +3,541 | +2.8% | 4.50% | $10.2M | $74.34 |
| 2024 Q2 | REDUCED | 125,572 | -298 | -0.2% | 4.59% | $9.6M | $71.83 |
| 2024 Q1 | ADDED | 125,870 | +1,583 | +1.3% | 4.44% | $9.6M | $71.22 |
| 2023 Q4 | ADDED | 124,287 | +4,652 | +3.9% | 4.63% | $9.6M | $71.18 |
| 2023 Q3 | ADDED | 119,635 | +1,207 | +1.0% | 4.75% | $9.0M | $68.80 |
As of 2025 Q4 — sorted by position size