BLV β€” VANGUARD BD INDEX FDS

Ownership history in Strong Tower Advisory Services  Β·  3 quarters on record

This page tracks every 13F SEC filing in which Strong Tower Advisory Services 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 β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
3.91% (2025 Q4)
πŸ“Š Avg. % of fund
2.9%
πŸ“… First filed
2025 Q2
πŸ“… Last filed
2025 Q4
⏱ Quarters held
3

Position Intelligence

Strong Tower Advisory Services Γ— BLV AI Analytics

πŸ“‰ Strong Tower Advisory Services underperformed the S&P 500 by –16.1% annually on this BLV position. Average cost basis: $68.45. Maximum drawdown during holding period: –0.4%.

πŸ“ˆ Position Alpha vs SPY
-16.1%
annualised excess return

❌ Significantly underperformed the S&P 500 by 16.1% ann.
2 quarters analyzed

πŸ’° Entry Quality
$68.45
+0.8% vs current ($69.00)

Best entry: $67.16 (2025 Q2)  Β·  Worst: $69.25 (2025 Q3)

πŸ›‘οΈ Drawdown Resilience
–0.4%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
100%
buy-side decisions

3 adds Β· 0 trims. Bought during 1 of 1 down-price quarters. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ Strong Tower Advisory Services has been actively increasing its BLV allocation β€” a bullish signal from insiders.
Currently 3.91% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    BLV price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 313,903 +69,733 +28.6% 3.91% $21.8M $69.00
2025 Q3 ADDED 244,170 +132,900 +119.4% 3.28% $17.3M $69.25
2025 Q2 INITIATED 111,270 β€” β€” 1.53% $7.7M $67.16
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