BND — VANGUARD TOTAL BOND MARKET INDEX FUND

Ownership history in LOWERY THOMAS, LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which LOWERY THOMAS, LLC reported a position in VANGUARD TOTAL BOND MARKET INDEX FUND (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
2.62% (2025 Q4)
Avg. % of fund
2.22%
First filed
2022 Q1
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 62,551 +8,074 +14.8% 2.62% $4.6M $73.60
2025 Q3 ADDED 54,477 +7,112 +15.0% 2.34% $4.1M $72.95
2025 Q2 ADDED 47,365 +3,243 +7.4% 2.23% $3.5M $71.51
2025 Q1 REDUCED 44,122 -5,792 -11.6% 2.22% $3.2M $70.64
2024 Q4 ADDED 49,914 +11,096 +28.6% 2.34% $3.6M $68.73
2024 Q3 ADDED 38,818 +9,082 +30.5% 1.98% $2.9M $70.91
2022 Q1 INITIATED 29,736 — — 1.84% $2.4M $69.54
% 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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