EWG Elevate Inc. BND VANGUARD BD INDEX FD INC

Ownership history in EWG Elevate Inc.  ·  7 quarters on record

AI Ownership Summary

EWG Elevate Inc. reported VANGUARD BD INDEX FD INC (BND) in 7 quarterly 13F filings from 2024 Q1 through 2025 Q3. Peak portfolio weight reached 5.51% in 2024 Q3. The latest visible filing shows BND at 1.10% 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 EWG Elevate Inc.'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
2025 Q3

BND was reported at 1.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.51% 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 Q1 to 2025 Q3

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 EWG Elevate Inc. held BND — position size vs. price
% of Fund (quarterly)    BND price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 47,131 +40,013 +562.1% 1.10% $3.5M 2025-11-14 (Est.) $72.72
2025 Q2 ADDED 7,118 +2,334 +48.8% 0.16% $524K 2025-07-15 $70.24
2025 Q1 REDUCED 97.4% +1.2% 4,784 -177,837 -97.4% 0.13% $351K 2025-04-10 $69.11
2024 Q3 ADDED 182,621 +126,622 +226.1% 5.51% $13.7M 2024-10-07 $69.54
2024 Q1 ADDED 55,999 +55,067 +5908.5% 1.55% $4.1M 2024-04-10 $65.61
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About EWG Elevate Inc. and BND

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

How long has EWG Elevate Inc. reported owning BND?

EWG Elevate Inc. reported BND across 5 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported BND position in EWG Elevate Inc.'s portfolio?

The largest reported portfolio weight for BND was 5.51% in 2024 Q3.

What is the latest reported BND position on this page?

The most recent filing on this page is 2025 Q3, when EWG Elevate Inc. reported 47,131 shares, equal to 1.10% of portfolio, with an estimated market value of $3.5M.

What does the chart on this BND ownership page compare?

The chart compares EWG Elevate Inc.'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 EWG Elevate Inc. time their BND position?

Based on 13F filing dates vs. subsequent BND price moves, EWG Elevate Inc. correctly timed 2 out of 6 reported position changes (33%). The annualised alpha on BND relative to SPY over the holding period was -10.8%.

← Back to EWG Elevate Inc. Holdings