BSV — VANGUARD BD INDEX FD INC

Ownership history in Wealthquest Corp  ·  25 quarters on record

This page tracks every 13F SEC filing in which Wealthquest Corp reported a position in VANGUARD BD INDEX FD INC (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
2.62% (2025 Q3)
Avg. % of fund
0.98%
First filed
2014 Q4
Last filed
2025 Q4
Quarters held
25
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 436,928 +20,254 +4.9% 2.60% $34.4M $78.30
2025 Q3 ADDED 416,674 +7,110 +1.7% 2.62% $32.9M $77.38
2025 Q2 ADDED 409,564 +77,273 +23.3% 2.54% $32.2M $76.42
2024 Q4 ADDED 332,291 +48,402 +17.0% 2.09% $25.7M $73.88
21 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% Stephenson & Company, Inc. 10.05%
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