SEC 13F Intelligence

Bull Oak Capital, LLC / BSV

Bull Oak Capital, LLC’s Vanguard Bd Index Fds Position

Does Bull Oak Capital, LLC own Vanguard Bd Index Fds (BSV)? Yes — 79.4K shares worth $6M (+2.39% of its 13F portfolio) as of Q1 2026, up from 69.0K shares the prior filed quarter.

Position Value
$6M
Q1 2026
Shares
79.4K
% of Portfolio
+2.39%
Quarters Held
12
currently held

Position History BSV

Reported value by quarter
Q3 ’22: $5MQ3 ’22Q3 ’23: $2MQ4 ’23: $3Q4 ’23Q1 ’24: $4MQ2 ’24: $7MQ2 ’24Q3 ’24: $2MQ4 ’24: $4MQ4 ’24Q1 ’25: $5MQ2 ’25: $5MQ2 ’25Q3 ’25: $5MQ4 ’25: $5MQ4 ’25Q1 ’26: $6Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202679.4K$6M+2.39%
Q4 202569.0K$5M+2.22%
Q3 202565.6K$5M+2.20%
Q2 202563.4K$5M+2.27%
Q1 202558.5K$5M+2.49%
Q4 202454.0K$4M+2.32%
Q3 202430.7K$2M+1.39%
Q2 202486.1K$7M+4.25%
Q1 202452.5K$4M+2.70%
Q4 20230$30.00%
Q3 202329.2K$2M+2.40%
Q3 202263.7K$5M+4.65%

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