William Howard & Co Financial Advisors Inc BND holdings history
VANGUARD TOTAL BOND MARKET · CUSIP 921937835 · CIK 2023493
As of 2026-06-30, William Howard & Co Financial Advisors Inc reported 62.09K BND (shares), valued at $4.56M, or 3.54% of its reported non-derivative portfolio. Filed 2026-07-09.
Verify history & sources →Shares increased 2.00%; reported value increased 1.68%, and weight changed -0.33 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 | 3.54% | 62,085 | SEC filing ↗Filed Jul 9, 2026 |
| Q1 2026 | 3.87% | 60,870 | SEC filing ↗Filed Apr 30, 2026 |
| Q4 2025 | 3.78% | 60,532 | SEC filing ↗Filed Jan 21, 2026 |
| Q3 2025 | 3.74% | 59,144 | SEC filing ↗Filed Oct 21, 2025 |
| Q2 2025 | 3.77% | 58,633 | SEC filing ↗Filed Jul 11, 2025 |
| Q1 2025 | 3.95% | 57,363 | SEC filing ↗Filed Apr 25, 2025 |
| Q4 2024 | 3.69% | 56,757 | SEC filing ↗Filed Jan 28, 2025 |
| Q3 2024 | 3.60% | 56,136 | SEC filing ↗Filed Oct 28, 2024 |
| Q2 2024 | 3.41% | 51,269 | SEC filing ↗Filed Aug 7, 2024 |
| Q1 2024 | 3.46% | 50,760 | SEC filing ↗Filed May 15, 2024 |
| Q4 2023 | Not reported | Not reported | No filing this quarter |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q1 2024 | 3.46% | 50,760 | $3.69M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed May 15, 2024 |
| Q2 2024 | 3.41% | 51,269 | $3.69M | Shares increased 1.00%; reported value increased 0.19%, and weight changed -0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 7, 2024 |
| Q3 2024 | 3.60% | 56,136 | $4.22M | Shares increased 9.49%; reported value increased 14.16%, and weight changed +0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 28, 2024 |
| Q4 2024 | 3.69% | 56,757 | $4.08M | Shares increased 1.11%; reported value decreased 3.20%, and weight changed +0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 28, 2025 |
| Q1 2025 | 3.95% | 57,363 | $4.21M | Shares increased 1.07%; reported value increased 3.24%, and weight changed +0.26 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 25, 2025 |
| Q2 2025 | 3.77% | 58,633 | $4.32M | Shares increased 2.21%; reported value increased 2.46%, and weight changed -0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 11, 2025 |
| Q3 2025 | 3.74% | 59,144 | $4.40M | Shares increased 0.87%; reported value increased 1.89%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 21, 2025 |
| Q4 2025 | 3.78% | 60,532 | $4.48M | Shares increased 2.35%; reported value increased 1.93%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 21, 2026 |
| Q1 2026 | 3.87% | 60,870 | $4.48M | Shares increased 0.56%; reported value decreased 0.02%, and weight changed +0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 30, 2026 |
| Q2 2026 | 3.54% | 62,085 | $4.56M | Shares increased 2.00%; reported value increased 1.68%, and weight changed -0.33 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 9, 2026 |
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