Campbell Wealth Management BND β€” VANGUARD BD INDEX FD INC

Ownership history in Campbell Wealth Management  Β·  17 quarters on record

AI Ownership Summary

Campbell Wealth Management reported VANGUARD BD INDEX FD INC (BND) in 17 quarterly 13F filings from 2024 Q3 through 2024 Q4. Peak portfolio weight reached 0.07% in 2024 Q3. The latest visible filing shows BND at 0.07% 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 Campbell Wealth Management'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
2024 Q4

BND was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% 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
2024 Q3 to 2024 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 Campbell Wealth Management held BND β€” position size vs. price
% of Fund (quarterly)    BND price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q4 ADDED β€” β€” β€” 10,425 +218 +2.1% 0.07% $750K 2025-02-14 (Est.) $69.09
2024 Q3 ADDED β€” β€” β€” 10,207 +5,300 +108.0% 0.07% $767K 2024-10-28 $68.73
15 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Campbell Wealth Management and BND

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

How long has Campbell Wealth Management reported owning BND?

Campbell Wealth Management reported BND across 2 quarterly 13F filings, from 2024 Q3 through 2024 Q4.

What was the largest reported BND position in Campbell Wealth Management's portfolio?

The largest reported portfolio weight for BND was 0.07% in 2024 Q3.

What is the latest reported BND position on this page?

The most recent filing on this page is 2024 Q4, when Campbell Wealth Management reported 10,425 shares, equal to 0.07% of portfolio, with an estimated market value of $750K.

What does the chart on this BND ownership page compare?

The chart compares Campbell Wealth Management'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.

How well did Campbell Wealth Management time their BND position?

Based on 13F filing dates vs. subsequent BND price moves, Campbell Wealth Management correctly timed 12 out of 16 reported position changes (75%). The annualised alpha on BND relative to SPY over the holding period was -9.8%.

← Back to Campbell Wealth Management Holdings