BND β€” VANGUARD BD INDEX FD INC

Ownership history in Benchmark Wealth Management, LLC  Β·  23 quarters on record

AI Ownership Summary

Benchmark Wealth Management, LLC reported VANGUARD BD INDEX FD INC (BND) in 23 quarterly 13F filings from 2023 Q3 through 2025 Q2. Peak portfolio weight reached 12.82% in 2024 Q3. The latest visible filing shows BND at 11.41% 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 Benchmark Wealth Management, LLC's position in VANGUARD BD INDEX FD INC, 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 Q2

BND was reported at 11.41% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
12.82% in 2024 Q3

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 Q2

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 Benchmark Wealth Management, LLC held BND β€” position size vs. price
% of Fund (quarterly)    BND price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 ADDED 348,745 +1,210 +0.3% 11.41% $25.7M 2025-08-14 (Est.) $71.89
2025 Q1 REDUCED 347,535 -5,107 -1.4% 12.35% $25.5M 2025-04-07 $70.37
2024 Q4 ADDED 352,642 +7,118 +2.1% 12.48% $25.4M 2025-01-07 $68.37
2024 Q3 ADDED 345,524 +15,682 +4.8% 12.82% $26.0M 2024-10-18 $69.92
2024 Q2 ADDED 329,842 +12,274 +3.9% 12.66% $23.8M 2024-07-08 $67.94
2024 Q1 ADDED 317,568 +22,917 +7.8% 12.57% $23.1M 2024-04-08 $66.59
2023 Q4 ADDED 294,651 +10,676 +3.8% 12.81% $21.7M 2024-01-19 $66.99
2023 Q3 ADDED 283,975 +19,039 +7.2% 12.65% $19.8M 2023-10-16 $63.14
15 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Benchmark Wealth Management, 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 Benchmark Wealth Management, LLC reported owning BND?

Benchmark Wealth Management, LLC reported BND across 8 quarterly 13F filings, from 2023 Q3 through 2025 Q2.

What was the largest reported BND position in Benchmark Wealth Management, LLC's portfolio?

The largest reported portfolio weight for BND was 12.82% in 2024 Q3.

What is the latest reported BND position on this page?

The most recent filing on this page is 2025 Q2, when Benchmark Wealth Management, LLC reported 348,745 shares, equal to 11.41% of portfolio, with an estimated market value of $25.7M.

What does the chart on this BND ownership page compare?

The chart compares Benchmark Wealth Management, 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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