Jentner Corp BNDW — VANGUARD SCOTTSDALE FDS

Ownership history in Jentner Corp  ·  7 quarters on record

AI Ownership Summary

Jentner Corp reported VANGUARD SCOTTSDALE FDS (BNDW) in 7 quarterly 13F filings from 2023 Q4 through 2025 Q2. Peak portfolio weight reached 0.27% in 2024 Q4. The latest visible filing shows BNDW at 0.24% 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.

What this BNDW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Jentner Corp's position in VANGUARD SCOTTSDALE FDS, 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 Q2

BNDW was reported at 0.24% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.27% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q2

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.

BNDW stock page Jentner Corp fund profile Jentner Corp full holdings
How Jentner Corp held BNDW — position size vs. price
% of Fund (quarterly)    BNDW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 ADDED — — — 12,715 +663 +5.5% 0.24% $882K 2025-08-14 (Est.) $66.92
2025 Q1 REDUCED 10.0% +1.6% ❌ 12,052 -1,340 -10.0% 0.25% $829K 2025-05-15 $65.73
2024 Q4 ADDED — — — 13,392 +7,525 +128.3% 0.27% $913K 2025-02-14 $65.30
2024 Q3 REDUCED 24.9% -1.5% ✅ 5,867 -1,947 -24.9% 0.13% $414K 2024-11-14 $64.63
2024 Q2 REDUCED — — — 7,814 -48 -0.6% 0.18% $531K 2024-08-14 $64.99
2024 Q1 REDUCED 6.4% -0.6% ✅ 7,862 -535 -6.4% 0.19% $539K 2024-05-15 $62.86
2023 Q4 INITIATED — — — 8,397 — — 0.22% $581K 2024-02-14 $62.32

🏢 Other funds also holding BNDW

As of 2026 Q1 — sorted by position size

Aurelius Family Office LLC 10.57% Two West Capital Advisors LLC 9.2% Amicus Financial Advisors, LLC 8.56% Applied Capital LLC 3Y 5.61% Five Pine Wealth Management 3.32% Stone Summit Wealth LLC 3Y 2.36% Alhambra Investment Management LLC 3Y 2.17% RIK SAYLOR FINANCIAL, INC. 0.64% Professional Financial Advisors, LLC 3Y 0.44% Bedminster, LLC 0.3%

FAQ About Jentner Corp and BNDW

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

How long has Jentner Corp reported owning BNDW?

Jentner Corp reported BNDW across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q2.

What was the largest reported BNDW position in Jentner Corp's portfolio?

The largest reported portfolio weight for BNDW was 0.27% in 2024 Q4.

What is the latest reported BNDW position on this page?

The most recent filing on this page is 2025 Q2, when Jentner Corp reported 12,715 shares, equal to 0.24% of portfolio, with an estimated market value of $882K.

What does the chart on this BNDW ownership page compare?

The chart compares Jentner Corp's quarterly BNDW 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 Jentner Corp time their BNDW position?

Based on 13F filing dates vs. subsequent BNDW price moves, Jentner Corp correctly timed 3 out of 6 reported position changes (50%).

← Back to Jentner Corp Holdings