Ownership history in Truepoint, Inc. · 58 quarters on record
This page tracks every 13F SEC filing in which Truepoint, Inc. reported a position in VANGUARD BD INDEX FD INC SHORT TRM BOND (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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 6,979,556 | +256,915 | +3.8% | 12.38% | $550.1M | $78.30 |
| 2025 Q3 | ADDED | 6,722,641 | +306,847 | +4.8% | 12.34% | $530.5M | $77.38 |
| 2025 Q2 | ADDED | 6,415,794 | +77,960 | +1.2% | 12.57% | $504.9M | $76.42 |
| 2025 Q1 | ADDED | 6,337,834 | +75,092 | +1.2% | 13.46% | $496.1M | $75.30 |
| 2024 Q4 | ADDED | 6,262,742 | +248,778 | +4.1% | 12.95% | $483.9M | $73.88 |
| 2024 Q3 | ADDED | 6,013,964 | +146,868 | +2.5% | 12.71% | $473.2M | $74.34 |
| 2024 Q2 | ADDED | 5,867,096 | +140,394 | +2.5% | 12.84% | $450.0M | $71.83 |
| 2024 Q1 | ADDED | 5,726,702 | +185,999 | +3.4% | 12.48% | $439.1M | $71.22 |
| 2023 Q4 | ADDED | 5,540,703 | +120,897 | +2.2% | 12.50% | $426.7M | $71.18 |
| 2023 Q3 | ADDED | 5,419,806 | +184,651 | +3.5% | 13.10% | $407.4M | $68.80 |
As of 2025 Q4 — sorted by position size