SEC 13F Intelligence

Aspirean Wealth, LLC / BSV

Aspirean Wealth, LLC’s Vanguard Bd Index Fds Position

Does Aspirean Wealth, LLC own Vanguard Bd Index Fds (BSV)? Yes37.3K shares worth $3M (+3.17% of its 13F portfolio) as of Q1 2026, down from 37.3K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
37.3K
% of Portfolio
+3.17%
Quarters Held
2
currently held

Position History BSV

Reported value by quarter
Q4 ’25: $3MQ4 ’25Q1 ’26: $3MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202637.3K$3M+3.17%
Q4 202537.3K$3M+3.21%

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