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.
| 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 |
| 2024 Q3 | REDUCED | 61,864 | -2,147 | -3.4% | 1.08% | $4.5M | $70.91 |
| 2024 Q2 | REDUCED | 64,011 | -586 | -0.9% | 1.04% | $4.6M | $67.40 |
| 2024 Q1 | ADDED | 64,597 | +3,113 | +5.1% | 1.20% | $4.7M | $67.33 |
| 2023 Q4 | REDUCED | 61,484 | -1,776 | -2.8% | 1.29% | $4.5M | $67.80 |
| 2023 Q3 | REDUCED | 63,260 | -5,582 | -8.1% | 1.40% | $4.4M | $63.59 |
| 2023 Q2 | REDUCED | 68,842 | -810 | -1.2% | 1.22% | $5.0M | $65.72 |
As of 2025 Q4 — sorted by position size