BLV — VANGUARD BD INDEX FDS

Ownership history in Peninsula Wealth, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Peninsula Wealth, 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.

Peak position
0.13% (2020 Q3)
Avg. % of fund
0.08%
First filed
2020 Q3
Last filed
2024 Q3
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 REDUCED 2,747 -42 -1.5% 0.04% $202K $70.16
2020 Q3 INITIATED 2,789 — — 0.13% $312K $87.01
% 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 Peninsula Wealth, LLC Holdings