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 Q2	$419K	Sell	5,710 -23	-0.4%	-$1.69K	0.06%	120
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 $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Blue Fin Capital's BND Position: Q2 2026 in Review

Blue Fin Capital reduced its Vanguard Total Bond Market (BND) stake by 0.4% in Q2 2026, selling an estimated $1.69K and leaving 5,710 shares worth $419K. The position accounts for 0.06% of the portfolio, ranked #120.

Blue Fin Capital first reported a position in BND in Q4 2023 and has held it in 11 quarters since. The position peaked at $424K in Q4 2023. 1,829 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Blue Fin Capital held 5,710 shares of Vanguard Total Bond Market worth $419K as of Q2 2026.
Blue Fin Capital sold 23 Vanguard Total Bond Market shares in Q2 2026, an estimated $1.69K.
Vanguard Total Bond Market made up 0.06% of Blue Fin Capital's portfolio in Q2 2026, its #120 holding.
Blue Fin Capital first reported a position in Vanguard Total Bond Market in Q4 2023 and has held it in 11 quarters since.
Blue Fin Capital's Vanguard Total Bond Market position peaked at $424K in Q4 2023.
1,829 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Blue Fin Capital's 13F filing for Q2 2026, filed 4 Aug 2026.