Stonebridge Financial Group, LLC BLV — VANGUARD BD INDEX FDS

Ownership history in Stonebridge Financial Group, LLC  ·  6 quarters on record

AI Ownership Summary

Stonebridge Financial Group, LLC reported VANGUARD BD INDEX FDS (BLV) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.05% in 2024 Q4. The latest visible filing shows BLV at 0.03% 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.

What this BLV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Stonebridge Financial Group, 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 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2024 Q4

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

Time in book
Holding Window
2024 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 Stonebridge Financial Group, LLC fund profile Stonebridge Financial Group, LLC full holdings
How Stonebridge Financial Group, 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 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 5,839 -345 -5.6% 0.03% $402K 2026-04-08 $69.11
2025 Q4 ADDED — — — 6,184 +750 +13.8% 0.04% $430K 2026-01-21 $68.93
2025 Q3 UNCHANGED — — — 5,434 — 0% 0.03% $385K 2025-10-20 $70.54
2025 Q2 ADDED — — — 5,434 +682 +14.4% 0.04% $378K 2025-07-24 $65.87
2025 Q1 REDUCED 21.8% -0.1% ✅ 4,752 -1,327 -21.8% 0.04% $335K 2025-04-25 $65.99
2024 Q4 INITIATED — — — 6,079 — — 0.05% $416K 2025-01-29 $65.07

🏢 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% Greystone Financial Group, LLC 3Y 4.95% Strong Tower Advisory Services 3Y 4.41% Vertrix Wealth Management, LLC 4.11% DiPaolo Financial Group, Inc. 3.99% Rochester Wealth Strategies, LLC 3.72% Parker Financial LLC 3Y 2.9% Beacon Capital Management, Inc. 3Y 7Y 2.67% Main Line Retirement Advisors, LLC 2.4%

FAQ About Stonebridge Financial Group, 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 Stonebridge Financial Group, LLC reported owning BLV?

Stonebridge Financial Group, LLC reported BLV across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported BLV position in Stonebridge Financial Group, LLC's portfolio?

The largest reported portfolio weight for BLV was 0.05% in 2024 Q4.

What is the latest reported BLV position on this page?

The most recent filing on this page is 2026 Q1, when Stonebridge Financial Group, LLC reported 5,839 shares, equal to 0.03% of portfolio, with an estimated market value of $402K.

What does the chart on this BLV ownership page compare?

The chart compares Stonebridge Financial Group, 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 Stonebridge Financial Group, LLC time their BLV position?

Based on 13F filing dates vs. subsequent BLV price moves, Stonebridge Financial Group, LLC correctly timed 4 out of 4 reported position changes (100%). The annualised alpha on BLV relative to SPY over the holding period was -5.8%.

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