BND β€” VANGUARD TOTAL BOND MARKET ETF

Ownership history in Broadview Financial Management, LLC  Β·  9 quarters on record

AI Ownership Summary

Broadview Financial Management, LLC reported VANGUARD TOTAL BOND MARKET ETF (BND) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 8.14% in 2025 Q1. The latest visible filing shows BND at 7.54% 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.

What this BND ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Broadview Financial Management, LLC's position in VANGUARD TOTAL BOND MARKET ETF, 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 7.54% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
8.14% 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 Q4 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 Broadview Financial Management, LLC held BND β€” position size vs. price
% of Fund (quarterly)    BND price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 152,169 +1,845 +1.2% 7.54% $11.3M 2026-02-14 (Est.) $74.40
2025 Q3 REDUCED 150,324 -1,933 -1.3% 7.54% $11.2M 2025-11-06 $73.17
2025 Q2 ADDED 152,257 +3,764 +2.5% 7.62% $11.2M 2025-08-06 $71.72
2025 Q1 ADDED 148,493 +115 +0.1% 8.14% $10.9M 2025-05-14 $69.50
2024 Q4 ADDED 148,378 +1,459 +1.0% 7.63% $10.7M 2025-02-03 $68.97
2024 Q3 ADDED 146,919 +214 +0.1% 7.47% $11.0M 2024-11-25 $69.35
2024 Q2 ADDED 146,705 +10,140 +7.4% 7.70% $10.6M 2024-08-01 $69.01
2024 Q1 REDUCED 136,565 -4 -0.0% 7.22% $9.9M 2024-05-10 $66.34
2023 Q4 INITIATED 136,569 β€” β€” 7.75% $10.0M 2024-02-14 $66.36

FAQ About Broadview Financial 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 Broadview Financial Management, LLC reported owning BND?

Broadview Financial Management, LLC reported BND across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported BND position in Broadview Financial Management, LLC's portfolio?

The largest reported portfolio weight for BND was 8.14% in 2025 Q1.

What is the latest reported BND position on this page?

The most recent filing on this page is 2025 Q4, when Broadview Financial Management, LLC reported 152,169 shares, equal to 7.54% of portfolio, with an estimated market value of $11.3M.

What does the chart on this BND ownership page compare?

The chart compares Broadview Financial 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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