BND VANGUARD BD INDEX FDS

Ownership history in Stephens Consulting, LLC  ·  13 quarters on record

This page tracks every 13F SEC filing in which Stephens Consulting, 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
10.43% (2025 Q1)
Avg. % of fund
8.33%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 407,094 +6,890 +1.7% 9.74% $30.2M $73.60
2025 Q3 REDUCED 400,204 -150,547 -27.3% 10.19% $29.8M $72.95
2025 Q2 REDUCED 550,751 -15,663 -2.8% 9.62% $40.6M $71.51
2025 Q1 ADDED 566,414 +9,217 +1.7% 10.43% $41.6M $70.64
2024 Q4 ADDED 557,197 +40,592 +7.9% 10.03% $40.1M $68.73
2024 Q3 ADDED 516,605 +40,377 +8.5% 9.90% $38.8M $70.91
2024 Q2 ADDED 476,228 +48,079 +11.2% 9.75% $34.3M $67.40
2024 Q1 ADDED 428,149 +137,023 +47.1% 9.54% $31.1M $67.33
2023 Q4 ADDED 291,126 +22,680 +8.4% 7.25% $21.4M $67.80
2023 Q3 ADDED 268,446 +5,706 +2.2% 7.61% $18.7M $63.59
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    BND price (monthly, adj. close)
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