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Avestar Capital’s Vanguard Total Bond Market BND Stock Holding History

Avestar Capital’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
Q4 		– Sell
-3,581
Closed -$266K – 491
2025
Q3 		$266K Sell
3,581
-837
-19% -$61.6K 0.02% 434
2025
Q2 		$325K Hold
4,418
– – 0.02% 377
2025
Q1 		$325K Buy
4,418
+19
+0.4% +$1.38K 0.03% 362
2024
Q4 		$316K Hold
4,399
– – 0.03% 375
2024
Q3 		$330K Buy
+4,399
New +$326K 0.03% 324
2024
Q1 		– Sell
-2,821
Closed -$207K – 464
2023
Q4 		$207K Buy
+2,821
New +$199K 0.02% 357
2022
Q3 		– Sell
-5,030
Closed -$379K – 284
2022
Q2 		$379K Sell
5,030
-414
-8% -$31.5K 0.09% 160
2022
Q1 		$433K Hold
5,444
– – 0.07% 251
2021
Q4 		$461K Buy
5,444
+2,922
+116% +$249K 0.06% 274
2021
Q3 		$216K Sell
2,522
-7,051
-74% -$609K 0.03% 421
2021
Q2 		$822K Buy
9,573
+1,620
+20% +$138K 0.11% 211
2021
Q1 		$678K Buy
+7,953
New +$686K 0.15% 143
2019
Q3 		– Sell
-930
Closed -$76K – 253
2019
Q2 		$76K Buy
930
+850
+1,063% +$69.2K 0.05% 241
2019
Q1 		$6K Sell
80
-35
-30% -$2.79K ﹤0.01% 543
2018
Q4 		$8K Sell
115
-2,021
-95% -$158K 0.01% 459
2018
Q3 		$164K Sell
2,136
-154
-7% -$12.2K 0.09% 138
2018
Q2 		$177K Buy
2,290
+95
+4% +$7.51K 0.11% 117
2018
Q1 		$170K Buy
2,195
+110
+5% +$8.81K 0.11% 108
2017
Q4 		$167K Buy
+2,085
New +$170K 0.12% 97

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $176M AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Avestar Capital's BND Position: Q4 2025 in Review

Avestar Capital sold out of Vanguard Total Bond Market (BND) in Q4 2025, closing a stake of 3,581 shares — an estimated $266K sold.

Avestar Capital first reported a position in BND in Q4 2017 and held it in 19 quarters. The position peaked at $822K in Q2 2021. 1,786 funds tracked by Wall St. Rank hold BND as of Q4 2025.

  • Avestar Capital reported no remaining Vanguard Total Bond Market position as of Q4 2025 after selling out during the quarter.
  • Avestar Capital sold 3,581 Vanguard Total Bond Market shares in Q4 2025, an estimated $266K.
  • Avestar Capital first reported a position in Vanguard Total Bond Market in Q4 2017 and held it in 19 quarters.
  • Avestar Capital's Vanguard Total Bond Market position peaked at $822K in Q2 2021.
  • 1,786 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2025.

Based on Avestar Capital's 13F filing for Q4 2025, filed 10 Feb 2026.