Wealth Architects, LLC BND VANGUARD BD INDEX FDS

Ownership history in Wealth Architects, LLC  ·  9 quarters on record

AI Ownership Summary

Wealth Architects, LLC reported VANGUARD BD INDEX FDS (BND) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.42% in 2023 Q4. The latest visible filing shows BND at 0.37% 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.

What this BND ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Wealth Architects, LLC's position in VANGUARD BD INDEX FDS, 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 0.37% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.42% in 2023 Q4

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.

How Wealth Architects, 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 56,095 +3,111 +5.9% 0.37% $4.2M 2026-02-14 (Est.) $74.15
2025 Q3 ADDED 52,984 +1,762 +3.4% 0.37% $3.9M 2025-11-13 $72.83
2025 Q2 ADDED 51,222 +560 +1.1% 0.38% $3.8M 2025-07-25 $70.77
2025 Q1 REDUCED 50,662 -660 -1.3% 0.27% $2.4M 2025-05-12 $69.54
2024 Q4 ADDED 51,322 +4,404 +9.4% 0.42% $3.7M 2025-02-10 $68.93
2024 Q3 ADDED 46,918 +985 +2.1% 0.40% $3.5M 2024-10-31 $68.71
2024 Q2 ADDED 45,933 +4,120 +9.9% 0.40% $3.3M 2024-08-08 $68.80
2024 Q1 ADDED 41,813 +1,290 +3.2% 0.40% $3.0M 2024-05-13 $66.18
2023 Q4 INITIATED 40,523 0.42% $3.0M 2024-02-14 $66.14

FAQ About Wealth Architects, 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 Wealth Architects, LLC reported owning BND?

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

What was the largest reported BND position in Wealth Architects, LLC's portfolio?

The largest reported portfolio weight for BND was 0.42% in 2023 Q4.

What is the latest reported BND position on this page?

The most recent filing on this page is 2025 Q4, when Wealth Architects, LLC reported 56,095 shares, equal to 0.37% of portfolio, with an estimated market value of $4.2M.

What does the chart on this BND ownership page compare?

The chart compares Wealth Architects, 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 Wealth Architects, LLC time their BND position?

Based on 13F filing dates vs. subsequent BND price moves, Wealth Architects, LLC correctly timed 6 out of 8 reported position changes (75%). The annualised alpha on BND relative to SPY over the holding period was -10.5%.

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