BND — VANGUARD BD INDEX FD INC

Ownership history in Composition Wealth, LLC  ·  24 quarters on record

This page tracks every 13F SEC filing in which Composition Wealth, LLC reported a position in VANGUARD BD INDEX FD INC (BND). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
4.81% (2024 Q3)
Avg. % of fund
3.04%
First filed
2019 Q3
Last filed
2025 Q4
Quarters held
24
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 3,032,282 -352,467 -10.4% 3.22% $224.6M $73.60
2025 Q3 ADDED 3,384,749 +393,368 +13.2% 3.77% $251.7M $72.95
2025 Q2 REDUCED 2,991,381 -4,454 -0.1% 3.70% $220.3M $71.51
2025 Q1 ADDED 2,995,835 +113,802 +3.9% 4.41% $220.0M $70.64
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    BND price (monthly, adj. close)

Other funds also holding BND

As of 2025 Q4 — sorted by position size

Diana Davis Spencer Foundation 3Y 7Y 40.2% STRATEGIC ADVISORY PARTNERS, LLC 27.44% Gridiron Partners, LLC 24.98% MCMORGAN & CO LLC 3Y 7Y 24.13% CBIZ Investment Advisory Services, LLC 3Y 22.43% BLUESTEM FINANCIAL ADVISORS, LLC 3Y 21.32% SimpliFi, Inc. 3Y 7Y 21.3% Gibson Wealth Advisors LLC 3Y 20.33% Joule Financial, LLC 3Y 19.95% Silver Oak Advisory Group, Inc. 3Y 19.88%
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