KFA Private Wealth Group, LLC BND VANGUARD BD INDEX FD INC

Ownership history in KFA Private Wealth Group, LLC  ·  16 quarters on record

AI Ownership Summary

KFA Private Wealth Group, LLC reported VANGUARD BD INDEX FD INC (BND) in 16 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.37% in 2026 Q1. The latest visible filing shows BND at 0.37% 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 KFA Private Wealth Group, LLC'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
2026 Q1

BND was reported at 0.37% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.37% in 2026 Q1

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 2026 Q1

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 KFA Private Wealth Group, LLC 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 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 20,997 +11,578 +122.9% 0.37% $1.5M 2026-04-20 $73.77
2025 Q4 ADDED 9,419 +3,140 +50.0% 0.17% $698K 2026-01-07 $73.30
2024 Q1 ADDED 6,279 +1,563 +33.1% 0.14% $456K 2024-05-01 $65.51
2023 Q4 ADDED 4,716 +89 +1.9% 0.12% $347K 2024-02-02 $67.03
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About KFA Private Wealth Group, LLC and BND

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

How long has KFA Private Wealth Group, LLC reported owning BND?

KFA Private Wealth Group, LLC reported BND across 4 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BND position in KFA Private Wealth Group, LLC's portfolio?

The largest reported portfolio weight for BND was 0.37% in 2026 Q1.

What is the latest reported BND position on this page?

The most recent filing on this page is 2026 Q1, when KFA Private Wealth Group, LLC reported 20,997 shares, equal to 0.37% of portfolio, with an estimated market value of $1.5M.

What does the chart on this BND ownership page compare?

The chart compares KFA Private Wealth Group, LLC'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 KFA Private Wealth Group, LLC time their BND position?

Based on 13F filing dates vs. subsequent BND price moves, KFA Private Wealth Group, LLC correctly timed 7 out of 15 reported position changes (47%). The annualised alpha on BND relative to SPY over the holding period was -15.6%.

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