BSV — VANGUARD BD INDEX FDS

Ownership history in Stephenson & Company, Inc.  ·  9 quarters on record

This page tracks every 13F SEC filing in which Stephenson & Company, Inc. reported a position in VANGUARD BD INDEX FDS (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
10.32% (2025 Q2)
Avg. % of fund
9.98%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 232,262 +18,700 +8.8% 10.05% $18.3M $78.30
2025 Q3 REDUCED 213,562 -2,347 -1.1% 9.68% $16.9M $77.38
2025 Q2 ADDED 215,909 +16,321 +8.2% 10.32% $17.0M $76.42
2025 Q1 ADDED 199,588 +2,375 +1.2% 10.15% $15.6M $75.30
5 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% Mustard Seed Financial, LLC 9.95%
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