Act Two Investors’s Vanguard Total Bond Market BND Stock Holding History

Act Two Investors’s Portfolio BND Stock Details BND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-55,658	Closed	-$4.09M	–	38
2025 Q1	$4.09M	Sell	55,658 -4,822	-8%	-$350K	0.87%	21
2024 Q4	$4.35M	Sell	60,480 -170,039	-74%	-$12.4M	0.85%	22
2024 Q3	$17.3M	Buy	230,519 +3,109	+1%	+$230K	3.27%	14
2024 Q2	$16.4M	Buy	227,410 +15,525	+7%	+$1.11M	3.24%	13
2024 Q1	$15.4M	Buy	211,885 +3,069	+1%	+$223K	3.09%	15
2023 Q4	$15.4M	Buy	208,816 +59,189	+40%	+$4.18M	3.32%	13
2023 Q3	$10.4M	Buy	149,627 +63,123	+73%	+$4.51M	2.79%	15
2023 Q2	$6.29M	Buy	86,504 +28,577	+49%	+$2.09M	1.76%	15
2023 Q1	$4.28M	Buy	+57,927	New	+$4.24M	1.7%	15

Other funds holding BND

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Act Two Investors's BND Position: Q2 2025 in Review

Act Two Investors sold out of Vanguard Total Bond Market (BND) in Q2 2025, closing a stake of 55,658 shares — an estimated $4.09M sold.

Act Two Investors first reported a position in BND in Q1 2023 and held it in 9 quarters. The position peaked at $17.3M in Q3 2024. 1,640 funds tracked by Wall St. Rank hold BND as of Q2 2025.

Act Two Investors reported no remaining Vanguard Total Bond Market position as of Q2 2025 after selling out during the quarter.
Act Two Investors sold 55,658 Vanguard Total Bond Market shares in Q2 2025, an estimated $4.09M.
Act Two Investors first reported a position in Vanguard Total Bond Market in Q1 2023 and held it in 9 quarters.
Act Two Investors's Vanguard Total Bond Market position peaked at $17.3M in Q3 2024.
1,640 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2025.

Based on Act Two Investors's 13F filing for Q2 2025, filed 12 Aug 2025.