Form 13-F position report

VANGUARD BD INDEX FD INC INTER

Reported by Cornerstone Planning Group LLC

BIV CUSIP 921937819 Manager CIK 0001822587

First reported at 100,025 shares this quarter.

New
% of reported 13F value 3.23% This manager · Q4 2022
Shares 100,025 Quarter-end amount reported
Reported value $7,715,980 Fair value at quarter end
Consecutive quarters held 1 Through Q4 2022

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.

Reported position value by quarter
Date Holding Value
2022-12-31 7715980
2023-06-30 9871338
2023-09-30 10651937
2023-12-31 12276847
2024-03-31 12694574
2024-06-30 14137680
2024-09-30 14873175
2024-12-31 34453176
2025-03-31 36098220
2025-06-30 39596647
2025-09-30 6675
2025-12-31 41312522
2026-03-31 44870835
2026-06-30 46055677
2026-09-30 37333811

Quarterly position history

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

15 quarters
Quarterly reported position history for VANGUARD BD INDEX FD INC INTER held by Cornerstone Planning Group LLC.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
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

Who else reported the position

749 managers reported VANGUARD BD INDEX FD INC INTER for Q4 2022.

Managers reporting VANGUARD BD INDEX FD INC INTER in Q4 2022.
Manager Activity Shares Change % of reported 13F Reported value Tenure
ENVESTNET ASSET MANAGEMENT INC Reduced 19,705,553 -75,851 0.76% $1,464,516,674 39 qtrs
WELLS FARGO & COMPANY MN Added 6,287,331 +1,749,688 0.14% $467,274,438 39 qtrs
Bank of America Corporation Reduced 5,097,093 -349,539 0.04% $378,815,976 39 qtrs
UNITED CAPITAL FINANCIAL ADVISERS LLC Added 4,996,788 +308,451 2.08% $371,361,302 3 qtrs
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added 4,983,153 +1,172,596 0.56% $370,354,003 39 qtrs
The Goldman Sachs Group Inc Added 4,609,267 +94,912 0.08% $342,560,703 39 qtrs
MORGAN STANLEY Added 4,416,570 +595,210 0.04% $328,239,546 39 qtrs
LPL Financial LLC Added 3,229,695 +105,268 0.21% $240,030,920 39 qtrs
AMERIPRISE FINANCIAL INC Added 2,651,440 +421,668 0.07% $195,862,000 39 qtrs
Baird Financial Group Inc Reduced 2,285,586 -197,871 0.45% $169,864,000 31 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
December 31, 2022
Filed
February 14, 2023
Filing type
13F-HR
Position type
INTERMED TERM ETF

Voting authority reported

Sole
0
Shared
0
None
100,025

“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.