BSV — VANGUARD BD INDEX FD INC

Ownership history in McAdam, LLC  ·  24 quarters on record

This page tracks every 13F SEC filing in which McAdam, LLC 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.

Peak position
1.29% (2023 Q3)
Avg. % of fund
0.6%
First filed
2018 Q1
Last filed
2025 Q4
Quarters held
24
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 239,682 +27,018 +12.7% 0.86% $18.9M $78.30
2025 Q3 ADDED 212,664 +24,525 +13.0% 0.83% $16.8M $77.38
2025 Q2 ADDED 188,139 +8,523 +4.7% 0.81% $14.8M $76.42
2025 Q1 REDUCED 179,616 -15,379 -7.9% 0.87% $14.1M $75.30
20 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% Integris Wealth Management, LLC 3Y 14.63% 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%
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