BND — VANGUARD BD INDEX FDS

Ownership history in PRIVATE CLIENT SERVICES, LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which PRIVATE CLIENT SERVICES, LLC reported a position in VANGUARD BD INDEX FDS (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
2.36% (2025 Q4)
Avg. % of fund
1.18%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 102,160 +10,220 +11.1% 2.36% $7.6M $73.60
2025 Q3 ADDED 91,940 +45,767 +99.1% 2.29% $6.8M $72.95
2025 Q2 ADDED 46,173 +19,839 +75.3% 1.32% $3.4M $71.51
2025 Q1 ADDED 26,334 +10,954 +71.2% 0.96% $1.9M $70.64
5 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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