BLV — VANGUARD BD INDEX FDS

Ownership history in MATHER GROUP, LLC.  ·  3 quarters on record

This page tracks every 13F SEC filing in which MATHER GROUP, LLC. reported a position in VANGUARD BD INDEX FDS (BLV). 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 Q3 ADDED 461 +398 +631.7% 0.00% $33K $69.25
2025 Q1 REDUCED 63 -134 -68.0% 0.00% $4K $67.21
2024 Q4 INITIATED 197 — — 0.00% $13K $64.83
% of Fund (quarterly)    BLV price (monthly, adj. close)

Other funds also holding BLV

As of 2025 Q4 — sorted by position size

METROPOLITAN LIFE INSURANCE CO/NY 3Y 7Y 12.64% Platt Investment Counsel, LLC 3Y 7.11% Evergreen Wealth Management, LLC 3Y 5.31% LINCOLN NATIONAL CORP 3Y 7Y 5.21% ETF Portfolio Partners, Inc. 3Y 7Y 4.76% Greystone Financial Group, LLC 3Y 4.58% DiPaolo Financial Group, Inc. 4.55% Evolution Advisers, Inc. 3Y 4.15% Strong Tower Advisory Services 3Y 3.91% Richmond Brothers, Inc. 3Y 3.47%
← Back to MATHER GROUP, LLC. Holdings