SEC 13F Intelligence

Usadvisors Wealth Management, LLC / BSV

Usadvisors Wealth Management, LLC’s Vanguard Bd Index Fds Position

Does Usadvisors Wealth Management, LLC own Vanguard Bd Index Fds (BSV)? Not currently — the last reported position was 43.0K shares worth $3M in Q3 2022; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$3M
Q3 2022
Shares
43.0K
% of Portfolio
+1.65%
Quarters Held
7
position exited

Position History BSV

Reported value by quarter
Q4 ’18: $364,000Q4 ’18Q1 ’19: $400,000Q1 ’19Q2 ’19: $391,000Q2 ’19Q3 ’19: $752,000Q3 ’19Q4 ’19: $767,000Q4 ’19Q2 ’22: $3MQ2 ’22Q3 ’22: $3MQ3 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202243.0K$3M+1.65%
Q2 202241.2K$3M+1.59%
Q4 20199.5K$767,000+0.40%
Q3 20199.3K$752,000+0.39%
Q2 20194.9K$391,000+0.17%
Q1 20195.0K$400,000+0.28%
Q4 20184.6K$364,000+0.30%

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