Form 13-F position report

VANGUARD BD INDEX FD INC INTER

Reported by Cornerstone Planning Group LLC

ETF profile Manager portfolio Source filing
BIV CUSIP 921937819 Manager CIK 0001822587
Latest reported change

Reported 195,289 shares, up 12,890 (7.1%) from the prior quarter.

Reported value 5.2%; share count 7.1% vs. the prior quarter.

Added
% of reported 13F value 3.93% This manager · Q3 2024
Shares 195,289 Quarter-end amount reported
Reported value $14,873,175 Fair value at quarter end
Consecutive quarters held 6 Through Q3 2024

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Manager history

Quarterly position history

How this manager's reported quarter-end position changed over time.

15 quarters
Quarter Activity Shares Change % of reported 13F Reported value Filed
Q3 2026 Reduced 511,983 -97,058 (-15.9%) 4.62% $37,333,811 2026-10-16
Q2 2026 Added 609,041 +23,947 (4.1%) 5.8% $46,055,677 2026-07-29
Q1 2026 Added 585,094 +54,153 (10.2%) 5.99% $44,870,835 2026-05-06
Q4 2025 Added 530,941 +530,863 (680593.6%) 6.44% $41,312,522 2026-02-02
Q3 2025 Reduced 78 -511,242 (-100.0%) < 0.01% $6,675 2025-11-04
Q2 2025 Added 511,320 +34,964 (7.3%) 8.08% $39,596,647 2025-08-11
Q1 2025 Added 476,356 +18,263 (4.0%) 8.64% $36,098,220 2025-04-30
Q4 2024 Added 458,093 +262,804 (134.6%) 8.46% $34,453,176 2025-01-29
Q3 2024 Added 195,289 +12,890 (7.1%) 3.93% $14,873,175 2024-11-05
Q2 2024 Added 182,399 +11,059 (6.5%) 4.05% $14,137,680 2024-08-13
Q1 2024 Added 171,340 +10,606 (6.6%) 3.95% $12,694,574 2024-05-07
Q4 2023 Added 160,734 +13,425 (9.1%) 4.05% $12,276,847 2024-02-12
Q3 2023 Added 147,309 +16,094 (12.3%) 4.06% $10,651,937 2023-11-08
Q2 2023 Added 131,215 +31,190 (31.2%) 3.9% $9,871,338 2023-08-15
Q4 2022 New 100,025 +100,025 (0.0%) 3.23% $7,715,980 2023-02-14
Institutional context

Who else reported the position

911 managers reported VANGUARD BD INDEX FD INC INTER for Q3 2024.

Manager Activity Shares Change % of reported 13F Reported value Tenure
ENVESTNET ASSET MANAGEMENT INC Added 16,910,184 +403,683 0.43% $1,325,251,090 46 qtrs
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added 7,751,287 +713,176 0.54% $607,468,326 46 qtrs
WELLS FARGO & COMPANY MN Added 7,730,221 +20,579 0.14% $605,817,393 46 qtrs
The Goldman Sachs Group Inc Reduced 7,377,283 -1,274,685 0.09% $578,157,643 46 qtrs
Bank of America Corporation Reduced 6,208,215 -76,975 0.04% $486,537,815 46 qtrs
MORGAN STANLEY Added 5,869,348 +728,304 0.03% $459,980,908 46 qtrs
LPL Financial LLC Added 3,868,222 +139,780 0.14% $303,152,530 46 qtrs
True Link Financial Advisors LLC Added 3,707,227 +894,519 24.67% $290,535,411 16 qtrs
AMERIPRISE FINANCIAL INC Added 3,647,726 +690,850 0.07% $285,588,124 46 qtrs
EP Wealth Advisors LLC Added 3,037,989 +844,917 2.05% $238,087,175 19 qtrs
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Filing details and methodology As reported
Report period
September 30, 2024
Filed
November 05, 2024
Filing type
13F-HR
Position type
Exchange Traded Fund

Voting authority reported

Sole
0
Shared
0
None
195,289

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.