SEC 13F Intelligence

Jentner Corp / BSV

Jentner Corp’s Vanguard Bd Index Fds Position

Does Jentner Corp own Vanguard Bd Index Fds (BSV)? Yes — 722.7K shares worth $57M (+15.24% of its 13F portfolio) as of Q2 2025, up from 706.7K shares the prior filed quarter.

Position Value
$57M
Q2 2025
Shares
722.7K
% of Portfolio
+15.24%
Quarters Held
23
currently held

Position History BSV

Reported value by quarter
Q4 ’19: $22MQ4 ’19Q1 ’20: $22MQ2 ’20: $22MQ3 ’20: $23MQ3 ’20Q4 ’20: $24MQ1 ’21: $50MQ2 ’21: $52MQ2 ’21Q3 ’21: $55MQ4 ’21: $55MQ1 ’22: $52MQ1 ’22Q2 ’22: $50MQ3 ’22: $48MQ4 ’22: $47MQ4 ’22Q1 ’23: $47MQ2 ’23: $47MQ3 ’23: $48MQ3 ’23Q4 ’23: $50MQ1 ’24: $50MQ2 ’24: $51MQ2 ’24Q3 ’24: $53MQ4 ’24: $54MQ1 ’25: $55MQ1 ’25Q2 ’25: $57Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 2025722.7K$57M+15.24%
Q1 2025706.7K$55M+16.56%
Q4 2024699.3K$54M+15.74%
Q3 2024673.8K$53M+16.23%
Q2 2024659.6K$51M+16.81%
Q1 2024648.9K$50M+17.48%
Q4 2023644.5K$50M+19.18%
Q3 2023634.6K$48M+29.66%
Q2 2023625.8K$47M+29.50%
Q1 2023617.7K$47M+32.25%
Q4 2022620.6K$47M+34.54%
Q3 2022641.3K$48M+38.30%
Q2 2022652.7K$50M+38.08%
Q1 2022670.3K$52M+37.84%
Q4 2021681.3K$55M+36.25%
Q3 2021666.6K$55M+37.29%
Q2 2021635.7K$52M+36.57%
Q1 2021604.7K$50M+38.72%
Q4 2020287.8K$24M+23.45%
Q3 2020275.2K$23M+24.86%
Q2 2020263.6K$22M+24.91%
Q1 2020268.6K$22M+28.90%
Q4 2019271.4K$22M+22.93%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Jentner Corp’s full portfolio or all institutional holders of BSV.