BND VANGUARD BD INDEX FDS

Ownership history in MCMORGAN & CO LLC  ·  18 quarters on record

AI Ownership Summary

MCMORGAN & CO LLC reported VANGUARD BD INDEX FDS (BND) in 18 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 24.13% in 2025 Q4. The latest visible filing shows BND at 24.13% 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 MCMORGAN & CO LLC's position in VANGUARD BD INDEX 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 Q4

BND was reported at 24.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
24.13% in 2025 Q4

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

Time in book
Holding Window
2023 Q3 to 2025 Q4

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 MCMORGAN & CO LLC held BND — position size vs. price
% of Fund (quarterly)    BND price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 1,966,377 +40,449 +2.1% 24.13% $145.6M 2026-02-14 (Est.) $74.65
2025 Q3 ADDED 1,925,928 +60,468 +3.2% 22.05% $143.2M 2025-11-12 $73.54
2025 Q2 ADDED 1,865,460 +10,067 +0.5% 20.25% $137.4M 2025-08-13 $72.10
2025 Q1 ADDED 1,855,393 +20,562 +1.1% 21.81% $136.3M 2025-05-15 $70.12
2024 Q4 ADDED 1,834,831 +44,648 +2.5% 20.41% $131.9M 2025-02-13 $69.33
2024 Q3 REDUCED 1,790,183 -22,224 -1.2% 20.71% $134.5M 2024-11-13 $68.84
2024 Q2 ADDED 1,812,407 +87,391 +5.1% 20.72% $130.6M 2024-08-14 $70.03
2024 Q1 ADDED 1,725,016 +16,500 +1.0% 21.53% $125.3M 2024-05-15 $67.25
2023 Q4 ADDED 1,708,516 +41,727 +2.5% 20.85% $125.7M 2024-02-13 $66.34
2023 Q3 ADDED 1,666,789 +47,907 +3.0% 21.50% $116.3M 2023-11-13 $63.85
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About MCMORGAN & CO 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 MCMORGAN & CO LLC reported owning BND?

MCMORGAN & CO LLC reported BND across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported BND position in MCMORGAN & CO LLC's portfolio?

The largest reported portfolio weight for BND was 24.13% in 2025 Q4.

What is the latest reported BND position on this page?

The most recent filing on this page is 2025 Q4, when MCMORGAN & CO LLC reported 1,966,377 shares, equal to 24.13% of portfolio, with an estimated market value of $145.6M.

What does the chart on this BND ownership page compare?

The chart compares MCMORGAN & CO 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.

← Back to MCMORGAN & CO LLC Holdings