William Howard & Co Financial Advisors Inc BND — VANGUARD BD INDEX FDS

Ownership history in William Howard & Co Financial Advisors Inc  ·  10 quarters on record

AI Ownership Summary

William Howard & Co Financial Advisors Inc reported VANGUARD BD INDEX FDS (BND) in 10 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 3.95% in 2025 Q1. The latest visible filing shows BND at 3.54% 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 William Howard & Co Financial Advisors Inc'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
2026 Q2

BND was reported at 3.54% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.95% in 2025 Q1

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

Time in book
Holding Window
2024 Q1 to 2026 Q2

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 William Howard & Co Financial Advisors Inc fund profile William Howard & Co Financial Advisors Inc full holdings
How William Howard & Co Financial Advisors Inc 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 62,085 +1,215 +2.0% 3.54% $4.6M 2026-07-09 $72.83
2026 Q1 ADDED — — — 60,870 +338 +0.6% 3.87% $4.5M 2026-04-30 $72.77
2025 Q4 ADDED — — — 60,532 +1,388 +2.3% 3.78% $4.5M 2026-01-21 $72.69
2025 Q3 ADDED — — — 59,144 +511 +0.9% 3.74% $4.4M 2025-10-21 $72.88
2025 Q2 ADDED — — — 58,633 +1,270 +2.2% 3.77% $4.3M 2025-07-11 $69.99
2025 Q1 ADDED — — — 57,363 +606 +1.1% 3.95% $4.2M 2025-04-25 $69.68
2024 Q4 ADDED — — — 56,757 +621 +1.1% 3.69% $4.1M 2025-01-28 $68.26
2024 Q3 ADDED — — — 56,136 +4,867 +9.5% 3.60% $4.2M 2024-10-28 $68.27
2024 Q2 ADDED — — — 51,269 +509 +1.0% 3.41% $3.7M 2024-08-07 $68.45
2024 Q1 INITIATED — — — 50,760 — — 3.46% $3.7M 2024-05-15 $66.36

🏢 Other funds also holding BND

As of 2026 Q2 — sorted by position size

Gibson Wealth Advisors LLC 3Y 19.69% AllGen Financial Advisors, Inc. 3Y 19.6% Joule Financial, LLC 3Y 18.74% Sound Stewardship, LLC 13.89% Pacific Capital Wealth Advisors, Inc. 3Y 13.31% ATMOS ADVISORY, LLC 3Y 11.87% Aletheian Wealth Advisors LLC 3Y 11.14% Cambridge Advisors Inc. 3Y 7Y 10.17% Stairway Partners, LLC 3Y 7Y 9.9% Twele Capital Management, Inc. 3Y 7Y 9.67%

FAQ About William Howard & Co Financial Advisors Inc and BND

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

How long has William Howard & Co Financial Advisors Inc reported owning BND?

William Howard & Co Financial Advisors Inc reported BND across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported BND position in William Howard & Co Financial Advisors Inc's portfolio?

The largest reported portfolio weight for BND was 3.95% in 2025 Q1.

What is the latest reported BND position on this page?

The most recent filing on this page is 2026 Q2, when William Howard & Co Financial Advisors Inc reported 62,085 shares, equal to 3.54% of portfolio, with an estimated market value of $4.6M.

What does the chart on this BND ownership page compare?

The chart compares William Howard & Co Financial Advisors Inc'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 William Howard & Co Financial Advisors Inc time their BND position?

Based on 13F filing dates vs. subsequent BND price moves, William Howard & Co Financial Advisors Inc correctly timed 6 out of 9 reported position changes (67%). The annualised alpha on BND relative to SPY over the holding period was -12.4%.

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