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Blue Chip Partners’s Vanguard Total Bond Market BND Stock Holding History

Blue Chip Partners’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
Q1 		– Sell
-8,505
Closed -$612K – 161
2024
Q4 		$612K Buy
+8,505
New +$622K 0.05% 100
2022
Q4 		– Sell
-2,079
Closed -$148K – 174
2022
Q3 		$148K Buy
2,079
+12
+0.6% +$898 0.02% 143
2022
Q2 		$156K Buy
2,067
+12
+0.6% +$913 0.02% 141
2022
Q1 		$163K Sell
2,055
-5,115
-71% -$418K 0.02% 146
2021
Q4 		$608K Buy
7,170
+1
+0% +$85 0.08% 87
2021
Q3 		$613K Buy
+7,169
New +$619K 0.09% 80
2018
Q2 		– Sell
-2,197
Closed -$176K – 144
2018
Q1 		$176K Buy
+2,197
New +$176K 0.05% 125

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
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

Blue Chip Partners's BND Position: Q1 2025 in Review

Blue Chip Partners sold out of Vanguard Total Bond Market (BND) in Q1 2025, closing a stake of 8,505 shares — an estimated $612K sold.

Blue Chip Partners first reported a position in BND in Q1 2018 and held it in 7 quarters. The position peaked at $613K in Q3 2021. 1,609 funds tracked by Wall St. Rank hold BND as of Q1 2025.

  • Blue Chip Partners reported no remaining Vanguard Total Bond Market position as of Q1 2025 after selling out during the quarter.
  • Blue Chip Partners sold 8,505 Vanguard Total Bond Market shares in Q1 2025, an estimated $612K.
  • Blue Chip Partners first reported a position in Vanguard Total Bond Market in Q1 2018 and held it in 7 quarters.
  • Blue Chip Partners's Vanguard Total Bond Market position peaked at $613K in Q3 2021.
  • 1,609 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2025.

Based on Blue Chip Partners's 13F filing for Q1 2025, filed 15 May 2025.