BLV β€” VANGUARD BD INDEX FDS

Ownership history in MATHER GROUP, LLC.  Β·  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 β€” sourced directly from SEC EDGAR 13F filings.

Position Intelligence

MATHER GROUP, LLC. Γ— BLV AI Analytics

πŸ“‰ MATHER GROUP, LLC. underperformed the S&P 500 by –17.6% annually on this BLV position. Average cost basis: $67.79. Maximum drawdown during holding period: –0.0%.

πŸ“ˆ Position Alpha vs SPY
-17.6%
annualised excess return

❌ Significantly underperformed the S&P 500 by 17.6% ann.
2 quarters analyzed

πŸ’° Entry Quality
$67.79
+2.2% vs current ($69.25)

Best entry: $64.83 (2024 Q4)  Β·  Worst: $69.25 (2025 Q3)

πŸ›‘οΈ Drawdown Resilience
–0.0%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
67%
buy-side decisions

2 adds Β· 1 trim. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.0% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    BLV price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
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 β€” β€” 0.00% $13K $64.83

🏒 Other funds also holding BLV

As of 2025 Q4 β€” 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%
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