Tandem Wealth Advisors LLC BND — VANGUARD TOTAL BOND MARKET ETF

Ownership history in Tandem Wealth Advisors LLC  ·  12 quarters on record

AI Ownership Summary

Tandem Wealth Advisors LLC reported VANGUARD TOTAL BOND MARKET ETF (BND) in 12 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.44% in 2025 Q3. The latest visible filing shows BND at 1.38% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BND ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Tandem Wealth Advisors LLC's position in VANGUARD TOTAL BOND MARKET ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

BND was reported at 1.38% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.44% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BND stock page Tandem Wealth Advisors LLC fund profile Tandem Wealth Advisors LLC full holdings
How Tandem Wealth Advisors LLC held BND — position size vs. price
% of Fund (quarterly)    BND price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 41,669 +840 +2.1% 1.38% $3.1M 2026-02-14 (Est.) $74.15
2025 Q3 ADDED — — — 40,829 +2,774 +7.3% 1.44% $3.0M 2025-11-14 $72.72
2025 Q2 ADDED — — — 38,055 +1,045 +2.8% 1.39% $2.8M 2025-08-14 $71.41
2025 Q1 ADDED — — — 37,010 +858 +2.4% 1.42% $2.7M 2025-05-14 $69.27
2024 Q4 ADDED — — — 36,152 +3,510 +10.8% 1.33% $2.6M 2025-02-13 $68.87
2024 Q3 ADDED — — — 32,642 +1,010 +3.2% 1.24% $2.5M 2024-11-13 $68.39
2024 Q2 ADDED — — — 31,632 +867 +2.8% 1.22% $2.3M 2024-08-08 $68.80
2024 Q1 REDUCED — — — 30,765 -102 -0.3% 1.23% $2.2M 2024-05-09 $66.31
2023 Q4 REDUCED — — — 30,867 -156 -0.5% 1.31% $2.3M 2024-01-17 $66.63
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BND

As of 2026 Q1 — sorted by position size

New Jersey Better Educational Savings Trust 3Y 7Y 42.87% BURRUS FINANCIAL SERVICES, INC. 36.38% STRATEGIC ADVISORY PARTNERS, LLC 27.13% Arizona PSPRS Trust 26.74% Gridiron Partners, LLC 26.44% HORIZON BANCORP INC /IN/ 3Y 7Y 22.14% SimpliFi, Inc. 3Y 7Y 21.38% BLUESTEM FINANCIAL ADVISORS, LLC 3Y 20.64% Gibson Wealth Advisors LLC 3Y 20.53% Mallini Complete Financial Planning LLC 20.13%

FAQ About Tandem Wealth Advisors LLC and BND

These are the practical questions this page is built to answer before you even open the full history table.

How long has Tandem Wealth Advisors LLC reported owning BND?

Tandem Wealth Advisors LLC reported BND across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported BND position in Tandem Wealth Advisors LLC's portfolio?

The largest reported portfolio weight for BND was 1.44% in 2025 Q3.

What is the latest reported BND position on this page?

The most recent filing on this page is 2025 Q4, when Tandem Wealth Advisors LLC reported 41,669 shares, equal to 1.38% of portfolio, with an estimated market value of $3.1M.

What does the chart on this BND ownership page compare?

The chart compares Tandem Wealth Advisors LLC's quarterly BND portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Tandem Wealth Advisors LLC time their BND position?

Based on 13F filing dates vs. subsequent BND price moves, Tandem Wealth Advisors LLC correctly timed 7 out of 11 reported position changes (64%). The annualised alpha on BND relative to SPY over the holding period was -13.4%.

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