Ownership history in Jentner Corp · 23 quarters on record
This page tracks every 13F SEC filing in which Jentner Corp reported a position in VANGUARD BD INDEX FD INC (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 Q2 | ADDED | 722,651 | +15,981 | +2.3% | 15.24% | $56.9M | $76.42 |
| 2025 Q1 | ADDED | 706,670 | +7,368 | +1.1% | 16.56% | $55.3M | $75.30 |
| 2024 Q4 | ADDED | 699,302 | +25,519 | +3.8% | 15.74% | $54.0M | $73.88 |
| 2024 Q3 | ADDED | 673,783 | +14,143 | +2.1% | 16.23% | $53.0M | $74.34 |
| 2024 Q2 | ADDED | 659,640 | +10,773 | +1.7% | 16.81% | $50.6M | $71.83 |
| 2024 Q1 | ADDED | 648,867 | +4,417 | +0.7% | 17.48% | $49.7M | $71.22 |
| 2023 Q4 | ADDED | 644,450 | +9,812 | +1.5% | 19.18% | $49.6M | $71.18 |
| 2023 Q3 | ADDED | 634,638 | +8,868 | +1.4% | 29.66% | $47.7M | $68.80 |
| 2023 Q2 | ADDED | 625,770 | +8,104 | +1.3% | 29.50% | $47.3M | $68.72 |
| 2023 Q1 | REDUCED | 617,666 | -2,951 | -0.5% | 32.25% | $47.2M | $69.18 |
As of 2025 Q4 — sorted by position size