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

Belmont 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
Q2 		$121K Buy
1,639
+137
+9% +$9.96K 0.02% 136
2025
Q1 		$110K Hold
1,502
– – 0.02% 137
2024
Q4 		$108K Sell
1,502
-315
-17% -$23K 0.02% 96
2024
Q3 		$136K Buy
1,817
+145
+9% +$10.7K 0.02% 132
2024
Q2 		$120K Sell
1,672
-1,354
-45% -$97K 0.02% 144
2024
Q1 		$220K Hold
3,026
– – 0.06% 86
2023
Q4 		$223K Buy
3,026
+170
+6% +$12K 0.1% 70
2023
Q3 		$199K Buy
2,856
+175
+7% +$12.5K 0.11% 66
2023
Q2 		$195K Hold
2,681
– – 0.11% 45
2023
Q1 		$198K Hold
2,681
– – 0.16% 30
2022
Q4 		$193K Buy
2,681
+200
+8% +$14.3K 0.21% 28
2022
Q3 		$177K Sell
2,481
-2,454
-50% -$184K 0.21% 25
2022
Q2 		$371K Hold
4,935
– – 0.45% 17
2022
Q1 		$393K Hold
4,935
– – 0.39% 14
2021
Q4 		$418K Hold
4,935
– – 0.33% 17
2021
Q3 		$422K Hold
4,935
– – 0.34% 15
2021
Q2 		$424K Hold
4,935
– – 0.44% 13
2021
Q1 		$418K Sell
4,935
-579
-11% -$49.9K 0.52% 11
2020
Q4 		$486K Sell
5,514
-626
-10% -$55.1K 0.22% 12
2020
Q3 		$542K Buy
6,140
+3
+0% +$266 0.21% 11
2020
Q2 		$542K Buy
6,137
+3
+0% +$262 0.31% 10
2020
Q1 		$524K Sell
6,134
-97
-2% -$8.24K 0.46% 10
2019
Q4 		$523K Buy
+6,231
New +$524K 0.43% 10

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Belmont Capital's BND Position: Q2 2025 in Review

Belmont Capital increased its Vanguard Total Bond Market (BND) stake by 9.1% in Q2 2025, buying an estimated $9.96K and bringing the position to 1,639 shares worth $121K. The position accounts for 0.02% of the portfolio, ranked #136.

Belmont Capital first reported a position in BND in Q4 2019 and has held it in 23 quarters since. The position peaked at $542K in Q3 2020. 1,640 funds tracked by Wall St. Rank hold BND as of Q2 2025.

  • Belmont Capital held 1,639 shares of Vanguard Total Bond Market worth $121K as of Q2 2025.
  • Belmont Capital bought 137 Vanguard Total Bond Market shares in Q2 2025, an estimated $9.96K.
  • Vanguard Total Bond Market made up 0.02% of Belmont Capital's portfolio in Q2 2025, its #136 holding.
  • Belmont Capital first reported a position in Vanguard Total Bond Market in Q4 2019 and has held it in 23 quarters since.
  • Belmont Capital's Vanguard Total Bond Market position peaked at $542K in Q3 2020.
  • 1,640 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2025.

Based on Belmont Capital's 13F filing for Q2 2025, filed 12 Aug 2025.