BSV — VANGUARD BD INDEX FDS

Ownership history in Integris Wealth Management, LLC  ·  13 quarters on record

This page tracks every 13F SEC filing in which Integris Wealth Management, 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
21.1% (2022 Q4)
Avg. % of fund
17.38%
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 815,955 +46,612 +6.1% 14.63% $64.3M $78.30
2025 Q3 ADDED 769,343 +14,939 +2.0% 14.77% $60.7M $77.38
2025 Q2 REDUCED 754,404 -5,495 -0.7% 15.48% $59.4M $76.42
2025 Q1 REDUCED 759,899 -9,043 -1.2% 16.97% $59.5M $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% 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% Mustard Seed Financial, LLC 9.95%
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