One Wealth Map LLC BLV — VANGUARD BD INDEX FDS

Ownership history in One Wealth Map LLC  ·  14 quarters on record

AI Ownership Summary

One Wealth Map LLC reported VANGUARD BD INDEX FDS (BLV) in 14 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 4.7% in 2023 Q4. The latest visible filing shows BLV at 3.65% 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.

What this BLV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was One Wealth Map LLC's position in VANGUARD BD INDEX FDS, 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.

Freshest filing
Latest Reported Filing
2026 Q1

BLV was reported at 3.65% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.7% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

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.

BLV stock page One Wealth Map LLC fund profile One Wealth Map LLC full holdings
How One Wealth Map LLC held BLV — position size vs. price
% of Fund (quarterly)    BLV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 113,876 +2,384 +2.1% 3.65% $7.8M 2026-05-04 $67.89
2025 Q4 ADDED — — — 111,492 +4,149 +3.9% 3.93% $7.7M 2026-02-04 $68.37
2025 Q3 REDUCED — — — 107,343 -1,676 -1.5% 4.03% $7.6M 2025-11-12 $69.38
2025 Q2 ADDED — — — 109,019 +11,240 +11.5% 4.08% $7.4M 2025-07-23 $65.71
2025 Q1 ADDED — — — 97,779 +613 +0.6% 4.36% $6.6M 2025-04-22 $63.99
2024 Q4 ADDED — — — 97,166 +3,212 +3.4% 4.12% $6.8M 2025-02-24 $66.10
2024 Q3 ADDED — — — 93,954 +3,396 +3.8% 4.06% $6.9M 2024-10-16 $68.36
2024 Q2 REDUCED 12.9% +8.1% ❌ 90,558 -13,424 -12.9% 3.98% $6.4M 2024-07-23 $65.27
2023 Q4 ADDED — — — 103,982 +72,623 +231.6% 4.70% $7.5M 2024-02-09 $64.31
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BLV

As of 2026 Q1 — sorted by position size

Platt Investment Counsel, LLC 3Y 8.58% WINCAP FINANCIAL LLC 8.33% Evergreen Wealth Management, LLC 3Y 5.48% LINCOLN NATIONAL CORP 3Y 7Y 5.23% Greystone Financial Group, LLC 3Y 4.95% Idaho Trust Co 4.49% Strong Tower Advisory Services 3Y 4.41% Vertrix Wealth Management, LLC 4.11% DiPaolo Financial Group, Inc. 3.99% Evolution Advisers, Inc. 3Y 3.83%

FAQ About One Wealth Map LLC and BLV

These are the practical questions this page is built to answer before you even open the full history table.

How long has One Wealth Map LLC reported owning BLV?

One Wealth Map LLC reported BLV across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BLV position in One Wealth Map LLC's portfolio?

The largest reported portfolio weight for BLV was 4.70% in 2023 Q4.

What is the latest reported BLV position on this page?

The most recent filing on this page is 2026 Q1, when One Wealth Map LLC reported 113,876 shares, equal to 3.65% of portfolio, with an estimated market value of $7.8M.

What does the chart on this BLV ownership page compare?

The chart compares One Wealth Map LLC's quarterly BLV 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.

How well did One Wealth Map LLC time their BLV position?

Based on 13F filing dates vs. subsequent BLV price moves, One Wealth Map LLC correctly timed 5 out of 13 reported position changes (38%).

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