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

Campbell 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
2024
Q4 		$750K Buy
10,425
+218
+2% +$15.9K 0.07% 33
2024
Q3 		$767K Buy
+10,207
New +$755K 0.07% 26
2022
Q4 		– Sell
-4,907
Closed -$350K – 76
2022
Q3 		$350K Sell
4,907
-274,353
-98% -$20.5M 0.05% 44
2022
Q2 		$21M Sell
279,260
-302,277
-52% -$23M 2.94% 10
2022
Q1 		$46.3M Buy
581,537
+3,168
+0.5% +$259K 5.63% 6
2021
Q4 		$49M Buy
578,369
+23,182
+4% +$1.97M 5.6% 7
2021
Q3 		$47.4M Buy
555,187
+7,275
+1% +$628K 6.35% 6
2021
Q2 		$47.1M Sell
547,912
-180,133
-25% -$15.4M 6.37% 6
2021
Q1 		$61.7M Buy
728,045
+40,764
+6% +$3.52M 8.46% 3
2020
Q4 		$60.6M Buy
687,281
+47,530
+7% +$4.18M 8.84% 3
2020
Q3 		$56.4M Buy
639,751
+35,829
+6% +$3.18M 9.23% 3
2020
Q2 		$53.4M Buy
603,922
+13,306
+2% +$1.16M 9.29% 3
2020
Q1 		$50.4M Buy
590,616
+316,212
+115% +$26.9M 11% 3
2019
Q4 		$23M Buy
274,404
+14,798
+6% +$1.24M 4.62% 7
2019
Q3 		$21.9M Buy
259,606
+15,387
+6% +$1.29M 4.87% 7
2019
Q2 		$20.3M Buy
244,219
+16,997
+7% +$1.38M 4.87% 7
2019
Q1 		$18.4M Buy
227,222
+10,024
+5% +$801K 4.9% 7
2018
Q4 		$17.2M Buy
+217,198
New +$17M 5.31% 5

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
EP
Essential Planning Portsmouth, New Hampshire $315M AUM 11.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Campbell Wealth Management's BND Position: Q4 2024 in Review

Campbell Wealth Management increased its Vanguard Total Bond Market (BND) stake by 2.1% in Q4 2024, buying an estimated $15.9K and bringing the position to 10,425 shares worth $750K. The position accounts for 0.07% of the portfolio, ranked #33.

Campbell Wealth Management first reported a position in BND in Q4 2018 and has held it in 18 quarters since. The position peaked at $61.7M in Q1 2021. 1,605 funds tracked by Wall St. Rank hold BND as of Q4 2024.

  • Campbell Wealth Management held 10,425 shares of Vanguard Total Bond Market worth $750K as of Q4 2024.
  • Campbell Wealth Management bought 218 Vanguard Total Bond Market shares in Q4 2024, an estimated $15.9K.
  • Vanguard Total Bond Market made up 0.07% of Campbell Wealth Management's portfolio in Q4 2024, its #33 holding.
  • Campbell Wealth Management first reported a position in Vanguard Total Bond Market in Q4 2018 and has held it in 18 quarters since.
  • Campbell Wealth Management's Vanguard Total Bond Market position peaked at $61.7M in Q1 2021.
  • 1,605 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2024.

Based on Campbell Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.