Brass Tax Wealth Management’s Vanguard Total Bond Market BND Stock Holding History

Brass Tax Wealth Management’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 Q3	$38.2M	Buy	513,040 +270,647	+112%	+$19.9M	6.34%	3
2025 Q2	$17.8M	Sell	242,393 -3,154	-1%	-$229K	3.44%	7
2025 Q1	$18M	Buy	245,547 +6,740	+3%	+$489K	3.79%	6
2024 Q4	$17.2M	Sell	238,807 -169,170	-41%	-$12.4M	3.61%	7
2024 Q3	$30.6M	Buy	407,977 +373,609	+1,087%	+$27.6M	6.56%	3
2024 Q2	$2.48M	Buy	34,368 +22,480	+189%	+$1.61M	1.07%	20
2024 Q1	$863K	Buy	+11,888	New	+$863K	0.45%	33

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

Brass Tax Wealth Management's BND Position: Q3 2025 in Review

Brass Tax Wealth Management increased its Vanguard Total Bond Market (BND) stake by 112% in Q3 2025, buying an estimated $19.9M and bringing the position to 513,040 shares worth $38.2M. The position accounts for 6.34% of the portfolio, ranked #3.

Brass Tax Wealth Management first reported a position in BND in Q1 2024 and has held it in 7 quarters since. 1,651 funds tracked by Wall St. Rank hold BND as of Q3 2025.

Brass Tax Wealth Management held 513,040 shares of Vanguard Total Bond Market worth $38.2M as of Q3 2025.
Brass Tax Wealth Management bought 270,647 Vanguard Total Bond Market shares in Q3 2025, an estimated $19.9M.
Vanguard Total Bond Market made up 6.34% of Brass Tax Wealth Management's portfolio in Q3 2025, its #3 holding.
Brass Tax Wealth Management first reported a position in Vanguard Total Bond Market in Q1 2024 and has held it in 7 quarters since.
1,651 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.