SEC 13F Intelligence

Ferguson Johnson Wealth Management Inc / BSV

Ferguson Johnson Wealth Management Inc’s Vanguard Bd Index Fds Position

Does Ferguson Johnson Wealth Management Inc own Vanguard Bd Index Fds (BSV)? Yes — 62.9K shares worth $5M (+4.00% of its 13F portfolio) as of Q1 2026, up from 60.7K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
62.9K
% of Portfolio
+4.00%
Quarters Held
2
currently held

Position History BSV

Reported value by quarter
Q4 ’25: $5MQ4 ’25Q1 ’26: $5MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202662.9K$5M+4.00%
Q4 202560.7K$5M+3.98%

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