BSV — VANGUARD BD INDEX FD INC

Ownership history in XML Financial, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which XML Financial, LLC 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
1.63% (2025 Q3)
Avg. % of fund
1.11%
First filed
2019 Q4
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 250,935 -3,483 -1.4% 1.61% $19.8M $78.30
2025 Q3 ADDED 254,418 +251,316 +8101.7% 1.63% $20.1M $77.38
2019 Q4 INITIATED 3,102 — — 0.09% $250K $69.33
% 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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