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

Crew Capital 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	–	Sell	-2,978	Closed	-$219K	–	118
2025 Q1	$219K	Sell	2,978 -314	-10%	-$22.8K	0.18%	140
2024 Q4	$237K	Sell	3,292 -322	-9%	-$23.5K	0.2%	128
2024 Q3	$271K	Sell	3,614 -5,426	-60%	-$402K	0.22%	108
2024 Q2	$651K	Sell	9,040 -15,718	-63%	-$1.13M	0.52%	64
2024 Q1	$1.8M	Sell	24,758 -34,904	-59%	-$2.53M	1.46%	12
2023 Q4	$4.39M	Buy	59,662 +1,948	+3%	+$138K	4.47%	7
2023 Q3	$4.03M	Buy	57,714 +19,744	+52%	+$1.41M	4.34%	7
2023 Q2	$2.76M	Buy	+37,970	New	+$2.78M	3.14%	7

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

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

Crew Capital Management's BND Position: Q2 2025 in Review

Crew Capital Management sold out of Vanguard Total Bond Market (BND) in Q2 2025, closing a stake of 2,978 shares — an estimated $219K sold.

Crew Capital Management first reported a position in BND in Q2 2023 and held it in 8 quarters. The position peaked at $4.39M in Q4 2023. 1,639 funds tracked by Wall St. Rank hold BND as of Q2 2025.

Crew Capital Management reported no remaining Vanguard Total Bond Market position as of Q2 2025 after selling out during the quarter.
Crew Capital Management sold 2,978 Vanguard Total Bond Market shares in Q2 2025, an estimated $219K.
Crew Capital Management first reported a position in Vanguard Total Bond Market in Q2 2023 and held it in 8 quarters.
Crew Capital Management's Vanguard Total Bond Market position peaked at $4.39M in Q4 2023.
1,639 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2025.

Based on Crew Capital Management's 13F filing for Q2 2025, filed 14 Jul 2025.