BND VANGUARD BD INDEX FDS

Ownership history in ATMOS ADVISORY, LLC  ·  17 quarters on record

AI Ownership Summary

ATMOS ADVISORY, LLC reported VANGUARD BD INDEX FDS (BND) in 17 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 13.44% in 2025 Q1. The latest visible filing shows BND at 12.09% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BND ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ATMOS ADVISORY, LLC's position in VANGUARD BD INDEX FDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

BND was reported at 12.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
13.44% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How ATMOS ADVISORY, LLC held BND — position size vs. price
% of Fund (quarterly)    BND price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 281,723 +661 +0.2% 12.09% $20.9M 2026-02-14 (Est.) $74.65
2025 Q3 ADDED 281,062 +8,094 +3.0% 12.74% $20.9M 2025-10-07 $73.09
2025 Q2 ADDED 272,968 +384 +0.1% 12.81% $20.1M 2025-07-15 $70.71
2025 Q1 ADDED 272,584 +25,094 +10.1% 13.44% $20.0M 2025-04-22 $69.84
2024 Q4 ADDED 247,490 +20,248 +8.9% 12.36% $17.8M 2025-01-13 $68.03
2024 Q3 ADDED 227,242 +14,113 +6.6% 12.13% $17.1M 2024-10-25 $69.27
2024 Q2 ADDED 213,129 +6,424 +3.1% 12.01% $15.4M 2024-07-10 $67.97
2024 Q1 ADDED 206,705 +12,343 +6.4% 12.02% $15.0M 2024-04-24 $65.80
2023 Q4 REDUCED 194,362 -14,212 -6.8% 11.46% $14.3M 2024-02-01 $68.09
2023 Q3 ADDED 208,574 +10,791 +5.5% 12.43% $14.6M 2023-10-11 $63.72
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About ATMOS ADVISORY, LLC and BND

These are the practical questions this page is built to answer before you even open the full history table.

How long has ATMOS ADVISORY, LLC reported owning BND?

ATMOS ADVISORY, LLC reported BND across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported BND position in ATMOS ADVISORY, LLC's portfolio?

The largest reported portfolio weight for BND was 13.44% in 2025 Q1.

What is the latest reported BND position on this page?

The most recent filing on this page is 2025 Q4, when ATMOS ADVISORY, LLC reported 281,723 shares, equal to 12.09% of portfolio, with an estimated market value of $20.9M.

What does the chart on this BND ownership page compare?

The chart compares ATMOS ADVISORY, LLC's quarterly BND portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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