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

Capital A 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
Q2 		$441 Buy
+6
New +$436 ﹤0.01% 396
2025
Q1 		– Sell
-6
Closed -$431 – 733
2024
Q4 		$431 Buy
+6
New +$439 ﹤0.01% 671

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Capital A Wealth Management's BND Position: Q2 2025 in Review

Capital A Wealth Management opened a new position in Vanguard Total Bond Market (BND) in Q2 2025: 6 shares worth $441. The stake represents ﹤0.01% of the portfolio and ranks #396 among its holdings. This is a return to the name: Capital A Wealth Management previously reported a position in BND as recently as Q4 2024.

Capital A Wealth Management first reported a position in BND in Q4 2024 and has held it in 2 quarters since. 1,639 funds tracked by Wall St. Rank hold BND as of Q2 2025.

  • Capital A Wealth Management held 6 shares of Vanguard Total Bond Market worth $441 as of Q2 2025.
  • Vanguard Total Bond Market was a new Capital A Wealth Management position in Q2 2025.
  • Vanguard Total Bond Market made up ﹤0.01% of Capital A Wealth Management's portfolio in Q2 2025, its #396 holding.
  • Capital A Wealth Management first reported a position in Vanguard Total Bond Market in Q4 2024 and has held it in 2 quarters since.
  • 1,639 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.