BND — VANGUARD BD INDEX FD INC

Ownership history in Summit X, LLC · 34 quarters on record

This page tracks every 13F SEC filing in which Summit X, LLC reported a position in VANGUARD BD INDEX FD INC (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

3.05% (2022 Q2)

Avg. % of fund

1.15%

First filed

2017 Q2

Last filed

2025 Q3

Quarters held

34

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q3	UNCHANGED	87,386	—	0%	1.20%	$6.4M	$72.95
2025 Q2	ADDED	87,386	+41,648	+91.1%	1.20%	$6.4M	$71.51
2025 Q1	REDUCED	45,738	-19,560	-30.0%	0.71%	$3.4M	$70.64
2024 Q4	ADDED	65,298	+3,434	+5.6%	1.04%	$4.7M	$68.73

% 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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