Jentner Corp reported VANGUARD BD INDEX FD INC (BSV) in 23 quarterly 13F filings from 2023 Q4 through 2025 Q2. Peak portfolio weight reached 19.18% in 2023 Q4. The latest visible filing shows BSV at 15.24% of the fund.
This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.
This page is designed to answer the real investor question behind a 13F filing: how meaningful was Jentner Corp's position in VANGUARD BD INDEX FD INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.
BSV was reported at 15.24% of portfolio in the most recent visible filing.
Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.
Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.
Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.
These are the practical questions this page is built to answer before you even open the full history table.
Jentner Corp reported BSV across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q2.
The largest reported portfolio weight for BSV was 19.18% in 2023 Q4.
The most recent filing on this page is 2025 Q2, when Jentner Corp reported 722,651 shares, equal to 15.24% of portfolio, with an estimated market value of $56.9M.
The chart compares Jentner Corp's quarterly BSV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.
Based on 13F filing dates vs. subsequent BSV price moves, Jentner Corp correctly timed 13 out of 22 reported position changes (59%). The annualised alpha on BSV relative to SPY over the holding period was -11.0%.