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

Copperleaf 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 Q3	$227K	Sell	3,058 -6,003	-66%	-$442K	0.11%	107
2025 Q2	$667K	Sell	9,061 -1,010	-10%	-$73.5K	0.34%	72
2025 Q1	$740K	Buy	10,071 +4,379	+77%	+$318K	0.44%	63
2024 Q4	$409K	Buy	5,692 +1,470	+35%	+$107K	0.26%	70
2024 Q3	$317K	Buy	+4,222	New	+$312K	0.24%	79
2023 Q4	–	Sell	-3,113	Closed	-$217K	–	80
2023 Q3	$217K	Buy	+3,113	New	+$222K	0.23%	74
2023 Q1	–	Sell	-3,885	Closed	-$279K	–	74
2022 Q4	$279K	Buy	+3,885	New	+$278K	0.32%	55

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

Copperleaf Capital's BND Position: Q3 2025 in Review

Copperleaf Capital reduced its Vanguard Total Bond Market (BND) stake by 66% in Q3 2025, selling an estimated $442K and leaving 3,058 shares worth $227K. The position accounts for 0.11% of the portfolio, ranked #107.

Copperleaf Capital first reported a position in BND in Q4 2022 and has held it in 7 quarters since. The position peaked at $740K in Q1 2025. 1,651 funds tracked by Wall St. Rank hold BND as of Q3 2025.

Copperleaf Capital held 3,058 shares of Vanguard Total Bond Market worth $227K as of Q3 2025.
Copperleaf Capital sold 6,003 Vanguard Total Bond Market shares in Q3 2025, an estimated $442K.
Vanguard Total Bond Market made up 0.11% of Copperleaf Capital's portfolio in Q3 2025, its #107 holding.
Copperleaf Capital first reported a position in Vanguard Total Bond Market in Q4 2022 and has held it in 7 quarters since.
Copperleaf Capital's Vanguard Total Bond Market position peaked at $740K in Q1 2025.
1,651 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2025.

Based on Copperleaf Capital's 13F filing for Q3 2025, filed 28 Oct 2025.