Elm Partners Management LLC BND holdings history
VANGUARD TOTAL BOND MARKET · CUSIP 921937835 · CIK 1743941
As of 2026-06-30, Elm Partners Management LLC reported 488.94K BND (shares), valued at $35.89M, or 1.29% of its reported non-derivative portfolio. Filed 2026-07-28.
Verify history & sources →Shares decreased 34.42%; reported value decreased 34.48%, and weight changed -1.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 1.29% | 488,939 | SEC filing ↗Filed Jul 28, 2026 |
| Q1 2026 | 2.37% | 745,556 | SEC filing ↗Filed May 13, 2026 |
| Q4 2025 | 3.33% | 991,972 | SEC filing ↗Filed Feb 10, 2026 |
| Q3 2025 | 2.13% | 570,315 | SEC filing ↗Filed Nov 4, 2025 |
| Q2 2025 | 1.85% | 433,443 | SEC filing ↗Filed Aug 5, 2025 |
| Q1 2025 | 2.94% | 622,341 | SEC filing ↗Filed May 13, 2025 |
| Q4 2024 | 0.41% | 82,886 | SEC filing ↗Filed Feb 13, 2025 |
| Q3 2024 | 0.40% | 74,032 | SEC filing ↗Filed Nov 7, 2024 |
| Q2 2024 | 0.46% | 82,260 | SEC filing ↗Filed Jul 31, 2024 |
| Q1 2024 | 0.46% | 79,658 | SEC filing ↗Filed Apr 30, 2024 |
| Q4 2023 | 1.10% | 164,405 | SEC filing ↗Filed Jan 29, 2024 |
| Q3 2023 | 1.45% | 201,088 | SEC filing ↗Filed Oct 24, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 1.45% | 201,088 | $14.03M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 24, 2023 |
| Q4 2023 | 1.10% | 164,405 | $12.09M | Shares decreased 18.24%; reported value decreased 13.83%, and weight changed -0.35 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 29, 2024 |
| Q1 2024 | 0.46% | 79,658 | $5.79M | Shares decreased 51.55%; reported value decreased 52.15%, and weight changed -0.64 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 30, 2024 |
| Q2 2024 | 0.46% | 82,260 | $5.93M | Shares increased 3.27%; reported value increased 2.44%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 31, 2024 |
| Q3 2024 | 0.40% | 74,032 | $5.56M | Shares decreased 10.00%; reported value decreased 6.18%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 7, 2024 |
| Q4 2024 | 0.41% | 82,886 | $5.96M | Shares increased 11.96%; reported value increased 7.19%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2025 |
| Q1 2025 | 2.94% | 622,341 | $45.71M | Shares increased 650.84%; reported value increased 666.92%, and weight changed +2.53 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 13, 2025 |
| Q2 2025 | 1.85% | 433,443 | $31.91M | Shares decreased 30.35%; reported value decreased 30.18%, and weight changed -1.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 5, 2025 |
| Q3 2025 | 2.13% | 570,315 | $42.41M | Shares increased 31.58%; reported value increased 32.90%, and weight changed +0.28 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 4, 2025 |
| Q4 2025 | 3.33% | 991,972 | $73.48M | Shares increased 73.93%; reported value increased 73.23%, and weight changed +1.20 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 10, 2026 |
| Q1 2026 | 2.37% | 745,556 | $54.78M | Shares decreased 24.84%; reported value decreased 25.44%, and weight changed -0.96 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 13, 2026 |
| Q2 2026 | 1.29% | 488,939 | $35.89M | Shares decreased 34.42%; reported value decreased 34.48%, and weight changed -1.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 28, 2026 |
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