Ownership history in Ellevest, Inc. · 29 quarters on record
This page tracks every 13F SEC filing in which Ellevest, Inc. reported a position in VANGUARD TOTAL BOND MARKET INDEX FUND (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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 289,840 | +26,219 | +9.9% | 2.97% | $21.5M | $73.60 |
| 2025 Q3 | ADDED | 263,621 | +15,227 | +6.1% | 2.80% | $19.6M | $72.95 |
| 2025 Q2 | REDUCED | 248,394 | -469,520 | -65.4% | 2.92% | $18.3M | $71.51 |
| 2025 Q1 | REDUCED | 717,914 | -52,037 | -6.8% | 3.51% | $52.7M | $70.64 |
As of 2025 Q4 — sorted by position size