BSV — VANGUARD BD INDEX FDS

Ownership history in Windward Private Wealth Management Inc.  ·  21 quarters on record

This page tracks every 13F SEC filing in which Windward Private Wealth Management 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
23.57% (2025 Q1)
Avg. % of fund
19.03%
First filed
2020 Q4
Last filed
2025 Q4
Quarters held
21
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 822,376 +20,723 +2.6% 22.45% $64.8M $78.30
2025 Q3 ADDED 801,653 +10,118 +1.3% 21.82% $63.3M $77.38
2025 Q2 ADDED 791,535 +19,228 +2.5% 22.46% $62.3M $76.42
2025 Q1 ADDED 772,307 +6,607 +0.9% 23.57% $60.5M $75.30
17 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

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% Mustard Seed Financial, LLC 9.95%
← Back to Windward Private Wealth Management Inc. Holdings