Belief Co disclosed the acquisition of 209,679 further shares of Vanguard Bond Index Funds – Vanguard Complete Bond Market ETF, estimated at $15.44 million (rounded from $15,439,353), in its SEC submitting for the interval ended September 30, 2025, submitted on October 6, 2025.
What occurred
In accordance with a submitting with the Securities and Trade Fee dated October 06, 2025, Belief Co elevated its stake in Vanguard Bond Index Funds – Vanguard Complete Bond Market ETF(BND 0.40%) by 209,679 shares throughout the quarter. The estimated worth of shares acquired is $15.44 million, based mostly on the common worth for the interval.
What else to know
The fund added to its BND place, which now represents 7.0660% of reportable property underneath administration.
Prime holdings following the submitting:
- SHV: $84,464,498 (8.6% of AUM)
- BND: $69.08 million (7.1% of AUM)
- AGG: $66.39 million (6.8% of AUM)
- VUG: $62,950,365 (6.4% of AUM)
- VTV: $59,005,900 (6.0% of AUM)
BND’s trailing twelve-month dividend yield was 3.79% as of October 6, 2025.
Firm overview
MetricValueAUMN/ADividend Yield3.79percentValue (as of market shut October 3, 2025)$74.311-12 months Value Change(0.44%)
Firm snapshot
Vanguard Complete Bond Market ETF (BND) tracks the efficiency of the broad U.S. investment-grade taxable bond market by a passively managed, index-sampling technique.
Its portfolio consists of U.S. authorities, company, mortgage-backed, and asset-backed securities with maturities over one yr, offering diversified fastened earnings publicity.
The fund serves institutional and retail buyers looking for broad, low-cost publicity to the U.S. bond market.
Vanguard Complete Bond Market ETF (BND) is without doubt one of the largest fastened earnings ETFs, providing buyers complete entry to the U.S. investment-grade bond universe.
Silly take
Belief Co added $15.4 million value of Vanguard Bond Index Funds – Vanguard Complete Bond Market ETF. This addition elevated it place to roughly 7% of complete AUM, exhibiting significant publicity.
As one of many largest bond ETFS, BND provides buyers a one-stop publicity to the usbond market, spanning Treasuries, company bonds and mortgage backed securities. It’s usually used as a basis for income-oriented portfolios that worth stability and diversification.
The renewed demand for broad funds like BND displays a shift from a number of years of stock-heavy market management. With rates of interest nonetheless elevated, buyers are discovering worth in locking in increased bond yields whereas they final. That makes funds like BND interesting once more to each institutional and particular person buyers on the lookout for regular returns.
For long run buyers, including BND can regular a portfolio whereas nonetheless accumulating a dependable earnings stream. Its stability and diversification make it a stable basis for any balanced portfolio.
Glossary
13F reportable property:Property that institutional funding managers should disclose quarterly to the SEC in the event that they exceed $100 million.
AUM (Property Below Administration):The whole market worth of property an funding supervisor handles on behalf of shoppers.
ETF (Trade-Traded Fund):A fund that trades on inventory exchanges and holds a diversified portfolio of securities.
Dividend yield:Annual dividends paid by an funding, expressed as a share of its present worth.
Trailing twelve-month (TTM) dividend yield:Dividend yield calculated utilizing dividends paid during the last twelve months.
Index-sampling technique:A technique the place a fund holds a consultant pattern of securities from an index, not each element.
Funding-grade:Bonds rated as comparatively low danger of default by credit standing companies.
Fastened earnings:Funding securities that pay common curiosity, akin to bonds, offering predictable earnings streams.
Mortgage-backed securities:Bonds secured by a pool of mortgages, with funds handed by to buyers.
Asset-backed securities:Bonds backed by swimming pools of property like loans, leases, or receivables, somewhat than mortgages.
Passively managed:An funding method aiming to duplicate the efficiency of a market index, with minimal buying and selling.
Stake:The whole possession or holding an investor has in a specific safety or fund.
