BND — VANGUARD BD INDEX FDS

Ownership history in Compound Planning, Inc.  ·  9 quarters on record

This page tracks every 13F SEC filing in which Compound Planning, Inc. reported a position in VANGUARD BD INDEX FDS (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
1.66% (2025 Q4)
Avg. % of fund
1.08%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 764,845 +102,002 +15.4% 1.66% $56.7M $73.60
2025 Q3 ADDED 662,843 +148,329 +28.8% 1.59% $49.3M $72.95
2025 Q2 ADDED 514,514 +96,958 +23.2% 1.43% $37.9M $71.51
2025 Q1 ADDED 417,556 +83,922 +25.2% 1.40% $30.7M $70.64
5 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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