Ownership history in WP Advisors, LLC · 9 quarters on record
This page tracks every 13F SEC filing in which WP Advisors, LLC reported a position in Vanguard Bond Index Fund (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 Q3 | ADDED | 2,770 | +1,492 | +116.7% | 0.06% | $219K | $77.38 |
| 2019 Q1 | ADDED | 1,278 | +14 | +1.1% | 0.11% | $1.0M | $67.16 |
| 2018 Q3 | ADDED | 1,264 | +6 | +0.5% | 0.09% | $99K | $65.12 |
| 2018 Q2 | REDUCED | 1,258 | -3,572 | -74.0% | 0.09% | $98K | $64.94 |
| 2017 Q4 | REDUCED | 4,830 | -2,872 | -37.3% | 0.37% | $382K | $65.17 |
| 2017 Q3 | REDUCED | 7,702 | -2,011 | -20.7% | 0.46% | $615K | $65.39 |
| 2017 Q2 | REDUCED | 9,713 | -8,581 | -46.9% | 0.56% | $776K | $65.14 |
| 2017 Q1 | REDUCED | 18,294 | -749 | -3.9% | 0.92% | $1.5M | $64.77 |
| 2016 Q4 | INITIATED | 19,043 | — | — | 1.06% | $1.5M | — |
As of 2025 Q4 — sorted by position size