Azimuth Capital Investment Management’s Vanguard Total Bond Market BND Stock Holding History

Azimuth Capital Investment Management’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
2026 Q1	$10.5M	Buy	143,000 +5,000	+4%	+$371K	0.4%	89
2025 Q4	$10.2M	Buy	138,000 +13,125	+11%	+$977K	0.37%	91
2025 Q3	$9.29M	Hold	124,875	–	–	0.33%	99
2025 Q2	$9.19M	Sell	124,875 -875	-0.7%	-$63.6K	0.34%	108
2025 Q1	$9.24M	Buy	125,750 +9,100	+8%	+$660K	0.37%	96
2024 Q4	$8.39M	Buy	116,650 +29,975	+35%	+$2.19M	0.33%	102
2024 Q3	$6.51M	Buy	86,675 +2,065	+2%	+$153K	0.25%	130
2024 Q2	$6.1M	Hold	84,610	–	–	0.25%	130
2024 Q1	$6.15M	Buy	84,610 +6,395	+8%	+$464K	0.25%	131
2023 Q4	$5.75M	Buy	78,215 +21,470	+38%	+$1.52M	0.26%	125
2023 Q3	$3.96M	Buy	56,745 +4,100	+8%	+$293K	0.2%	147
2023 Q2	$3.83M	Buy	52,645 +18,030	+52%	+$1.32M	0.18%	159
2023 Q1	$2.56M	Buy	34,615 +200	+0.6%	+$14.6K	0.13%	181
2022 Q4	$2.47M	Buy	34,415 +425	+1%	+$30.4K	0.13%	179
2022 Q3	$2.42M	Hold	33,990	–	–	0.13%	174
2022 Q2	$2.56M	Buy	+33,990	New	+$2.59M	0.13%	180

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

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

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

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

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

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

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

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

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

Azimuth Capital Investment Management's BND Position: Q1 2026 in Review

Azimuth Capital Investment Management increased its Vanguard Total Bond Market (BND) stake by 3.6% in Q1 2026, buying an estimated $371K and bringing the position to 143,000 shares worth $10.5M. The position accounts for 0.4% of the portfolio, ranked #89.

Azimuth Capital Investment Management first reported a position in BND in Q2 2022 and has held it in 16 quarters since. 1,764 funds tracked by Wall St. Rank hold BND as of Q1 2026.

Azimuth Capital Investment Management held 143,000 shares of Vanguard Total Bond Market worth $10.5M as of Q1 2026.
Azimuth Capital Investment Management bought 5,000 Vanguard Total Bond Market shares in Q1 2026, an estimated $371K.
Vanguard Total Bond Market made up 0.4% of Azimuth Capital Investment Management's portfolio in Q1 2026, its #89 holding.
Azimuth Capital Investment Management first reported a position in Vanguard Total Bond Market in Q2 2022 and has held it in 16 quarters since.
1,764 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Azimuth Capital Investment Management's 13F filing for Q1 2026, filed 12 May 2026.