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

Callan 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 Q1	$489K	Buy	+6,654	New	+$483K	0.04%	211
2023 Q2	–	Sell	-9,493	Closed	-$701K	–	184
2023 Q1	$701K	Buy	+9,493	New	+$695K	0.08%	90
2016 Q4	–	Sell	-73,435	Closed	-$6.18M	–	38
2016 Q3	$6.18M	Sell	73,435 -2,650	-3%	-$223K	2.54%	9
2016 Q2	$6.41M	Buy	76,085 +24,734	+48%	+$2.06M	2.62%	10
2016 Q1	$4.25M	Buy	51,351 +876	+2%	+$71.7K	1.78%	14
2015 Q4	$4.08M	Sell	50,475 -944	-2%	-$76.8K	1.61%	15
2015 Q3	$4.21M	Sell	51,419 -4,045	-7%	-$330K	2.29%	11
2015 Q2	$4.51M	Buy	55,464 +938	+2%	+$77.1K	0.95%	21
2015 Q1	$4.55M	Buy	54,526 +10	+0%	+$832	0.97%	23
2014 Q4	$4.49M	Buy	+54,516	New	+$4.5M	1.02%	22

Other funds holding BND

Morgan Stanley New York $1.66T AUM 25.57% 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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Callan Capital's BND Position: Q1 2025 in Review

Callan Capital opened a new position in Vanguard Total Bond Market (BND) in Q1 2025: 6,654 shares worth $489K. The stake represents 0.04% of the portfolio and ranks #211 among its holdings. This is a return to the name: Callan Capital previously reported a position in BND as recently as Q1 2023.

Callan Capital first reported a position in BND in Q4 2014 and has held it in 10 quarters since. The position peaked at $6.41M in Q2 2016. 1,609 funds tracked by Wall St. Rank hold BND as of Q1 2025.

Callan Capital held 6,654 shares of Vanguard Total Bond Market worth $489K as of Q1 2025.
Vanguard Total Bond Market was a new Callan Capital position in Q1 2025.
Vanguard Total Bond Market made up 0.04% of Callan Capital's portfolio in Q1 2025, its #211 holding.
Callan Capital first reported a position in Vanguard Total Bond Market in Q4 2014 and has held it in 10 quarters since.
Callan Capital's Vanguard Total Bond Market position peaked at $6.41M in Q2 2016.
1,609 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2025.

Based on Callan Capital's 13F filing for Q1 2025, filed 29 Apr 2025.