BND — VANGUARD BD INDEX FDS

Ownership history in SimpliFi, Inc.  ·  1 quarter on record

This page tracks every 13F SEC filing in which SimpliFi, Inc. 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
21.3% (2025 Q4)
Avg. % of fund
21.3%
First filed
2025 Q4
Last filed
2025 Q4
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 679,847 — — 21.30% $50.4M $73.60
% 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% Gibson Wealth Advisors LLC 3Y 20.33% Joule Financial, LLC 3Y 19.95% Silver Oak Advisory Group, Inc. 3Y 19.88% Chandler Asset Management, Inc. 3Y 19.72%
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