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Bedel Financial Consulting’s Vanguard Total Bond Market BND Stock Holding History

Bedel Financial Consulting’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
2024
Q4 		– Sell
-5,923
Closed -$445K – 268
2024
Q3 		$445K Buy
5,923
+13
+0.2% +$962 0.06% 156
2024
Q2 		$426K Hold
5,910
– – 0.06% 150
2024
Q1 		$429K Hold
5,910
– – 0.07% 148
2023
Q4 		$435K Buy
5,910
+258
+5% +$18.2K 0.08% 145
2023
Q3 		$394K Buy
+5,652
New +$403K 0.08% 143
2022
Q2 		– Sell
-1,143
Closed -$91K – 285
2022
Q1 		$91K Buy
1,143
+226
+25% +$18.5K 0.03% 291
2021
Q4 		$78K Hold
917
– – 0.02% 321
2021
Q3 		$78K Sell
917
-974
-52% -$84.1K 0.03% 312
2021
Q2 		$162K Buy
1,891
+717
+61% +$61.2K 0.06% 203
2021
Q1 		$99K Hold
1,174
– – 0.04% 259
2020
Q4 		$104K Hold
1,174
– – 0.05% 221
2020
Q3 		$104K Hold
1,174
– – 0.05% 205
2020
Q2 		$104K Hold
1,174
– – 0.06% 194
2020
Q1 		$100K Sell
1,174
-45
-4% -$3.82K 0.07% 177
2019
Q4 		$102K Hold
1,219
– – 0.06% 208
2019
Q3 		$103K Sell
1,219
-524
-30% -$43.9K 0.06% 197
2019
Q2 		$145K Hold
1,743
– – 0.09% 164
2019
Q1 		$141K Hold
1,743
– – 0.09% 162
2018
Q4 		$138K Sell
1,743
-12
-0.7% -$938 0.1% 151
2018
Q3 		$137K Buy
1,755
+1,444
+464% +$114K 0.09% 165
2018
Q2 		$25K Sell
311
-36
-10% -$2.85K 0.02% 347
2018
Q1 		$28K Buy
+347
New +$27.8K 0.02% 333

Other funds holding BND

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
EP
Essential Planning Portsmouth, New Hampshire $315M AUM 11.68% 1-Year Est. Return
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

Bedel Financial Consulting's BND Position: Q4 2024 in Review

Bedel Financial Consulting sold out of Vanguard Total Bond Market (BND) in Q4 2024, closing a stake of 5,923 shares — an estimated $445K sold.

Bedel Financial Consulting first reported a position in BND in Q1 2018 and held it in 22 quarters. The position peaked at $445K in Q3 2024. 1,605 funds tracked by Wall St. Rank hold BND as of Q4 2024.

  • Bedel Financial Consulting reported no remaining Vanguard Total Bond Market position as of Q4 2024 after selling out during the quarter.
  • Bedel Financial Consulting sold 5,923 Vanguard Total Bond Market shares in Q4 2024, an estimated $445K.
  • Bedel Financial Consulting first reported a position in Vanguard Total Bond Market in Q1 2018 and held it in 22 quarters.
  • Bedel Financial Consulting's Vanguard Total Bond Market position peaked at $445K in Q3 2024.
  • 1,605 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2024.

Based on Bedel Financial Consulting's 13F filing for Q4 2024, filed 6 Feb 2025.