Blue Fin Capital’s Vanguard Total Bond Market BND Stock Holding History

Blue Fin 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
2026 Q1	$422K	Buy	5,733 +61	+1%	+$4.53K	0.07%	110
2025 Q4	$420K	Buy	5,672 +11	+0.2%	+$819	0.07%	111
2025 Q3	$421K	Buy	5,661 +267	+5%	+$19.7K	0.07%	109
2025 Q2	$397K	Buy	5,394 +472	+10%	+$34.3K	0.07%	111
2025 Q1	$362K	Sell	4,922 -193	-4%	-$14K	0.07%	111
2024 Q4	$368K	Sell	5,115 -516	-9%	-$37.7K	0.07%	115
2024 Q3	$423K	Sell	5,631 -32	-0.6%	-$2.37K	0.08%	102
2024 Q2	$408K	Sell	5,663 -82	-1%	-$5.87K	0.08%	106
2024 Q1	$417K	Sell	5,745 -14	-0.2%	-$1.02K	0.09%	102
2023 Q4	$424K	Buy	+5,759	New	+$407K	0.11%	96

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 $424B AUM 22.94% 1-Year Est. Return

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

Blue Fin Capital's BND Position: Q1 2026 in Review

Blue Fin Capital increased its Vanguard Total Bond Market (BND) stake by 1.1% in Q1 2026, buying an estimated $4.53K and bringing the position to 5,733 shares worth $422K. The position accounts for 0.07% of the portfolio, ranked #110.

Blue Fin Capital first reported a position in BND in Q4 2023 and has held it in 10 quarters since. The position peaked at $424K in Q4 2023. 1,764 funds tracked by Wall St. Rank hold BND as of Q1 2026.

Blue Fin Capital held 5,733 shares of Vanguard Total Bond Market worth $422K as of Q1 2026.
Blue Fin Capital bought 61 Vanguard Total Bond Market shares in Q1 2026, an estimated $4.53K.
Vanguard Total Bond Market made up 0.07% of Blue Fin Capital's portfolio in Q1 2026, its #110 holding.
Blue Fin Capital first reported a position in Vanguard Total Bond Market in Q4 2023 and has held it in 10 quarters since.
Blue Fin Capital's Vanguard Total Bond Market position peaked at $424K in Q4 2023.
1,764 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Blue Fin Capital's 13F filing for Q1 2026, filed 28 May 2026.