Ownership history in Essential Planning, LLC. · 10 quarters on record
This page tracks every 13F SEC filing in which Essential Planning, LLC. 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 736,279 | -26,950 | -3.5% | 17.39% | $54.5M | $73.60 |
| 2025 Q3 | REDUCED | 763,229 | -5,175 | -0.7% | 19.54% | $56.8M | $72.95 |
| 2025 Q2 | ADDED | 768,404 | +16,967 | +2.3% | 21.06% | $56.6M | $71.51 |
| 2025 Q1 | REDUCED | 751,437 | -45,093,075 | -98.4% | 22.24% | $55.2M | $70.64 |
| 2024 Q4 | ADDED | 45,844,512 | +45,154,186 | +6541.0% | 21.84% | $3.35B | $68.73 |
| 2024 Q3 | ADDED | 690,326 | +16,405 | +2.4% | 21.27% | $51.9M | $70.91 |
| 2024 Q2 | ADDED | 673,921 | +662,461 | +5780.6% | 21.37% | $48.6M | $67.40 |
| 2024 Q1 | UNCHANGED | 11,460 | — | 0% | 0.42% | $843K | $67.33 |
| 2023 Q4 | ADDED | 11,460 | +7,787 | +212.0% | 0.43% | $843K | $67.80 |
| 2023 Q3 | INITIATED | 3,673 | — | — | 0.14% | $256K | — |
As of 2025 Q4 — sorted by position size