SEC 13F Intelligence

Matrix Trust Co / BSV

Matrix Trust Co’s Vanguard Bd Index Fds Position

Does Matrix Trust Co own Vanguard Bd Index Fds (BSV)? Not currently — the last reported position was 167.5K shares worth $14M in Q2 2020; the fund’s latest 13F (Q2 2026) no longer reports it.

Position Value
$14M
Q2 2020
Shares
167.5K
% of Portfolio
+3.55%
Quarters Held
5
position exited

Position History BSV

Reported value by quarter
Q2 ’19: $15MQ2 ’19Q3 ’19: $17MQ3 ’19Q4 ’19: $14MQ4 ’19Q1 ’20: $16MQ1 ’20Q2 ’20: $14MQ2 ’20filingsflow.com
QuarterSharesValue% of Portfolio
Q2 2020167.5K$14M+3.55%
Q1 2020191.2K$16M+4.24%
Q4 2019177.9K$14M+3.06%
Q3 2019215.2K$17M+3.87%
Q2 2019183.9K$15M+3.72%

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