BND — VANGUARD TOTAL BOND MARKET ETF

Ownership history in Global Wealth Strategies & Associates  ·  13 quarters on record

This page tracks every 13F SEC filing in which Global Wealth Strategies & Associates reported a position in VANGUARD TOTAL BOND MARKET ETF (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
8.53% (2025 Q1)
Avg. % of fund
6.73%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 404,199 +17,486 +4.5% 7.46% $29.9M $73.60
2025 Q3 ADDED 386,713 +12,086 +3.2% 7.40% $28.8M $72.95
2025 Q2 REDUCED 374,627 -8,508 -2.2% 7.90% $27.6M $71.51
2025 Q1 ADDED 383,135 +39,360 +11.4% 8.53% $28.1M $70.64
9 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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