DBRC
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D.B. Root & Company’s Vanguard Total Bond Market BND Stock Holding History

D.B. Root & Company’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
2026
Q1 		– Sell
-5,739
Closed -$425K – 196
2025
Q4 		$425K Sell
5,739
-678
-11% -$50.5K 0.1% 118
2025
Q3 		$477K Buy
+6,417
New +$473K 0.12% 111
2024
Q2 		– Sell
-2,801
Closed -$203K – 186
2024
Q1 		$203K Buy
+2,801
New +$203K 0.07% 173
2023
Q3 		– Sell
-3,220
Closed -$234K – 170
2023
Q2 		$234K Sell
3,220
-1,184
-27% -$86.7K 0.09% 159
2023
Q1 		$325K Sell
4,404
-1,216
-22% -$89K 0.13% 139
2022
Q4 		$404K Sell
5,620
-2,702
-32% -$194K 0.17% 117
2022
Q3 		$593K Sell
8,322
-6,619
-44% -$495K 0.27% 94
2022
Q2 		$1.12M Sell
14,941
-2,267
-13% -$173K 0.48% 54
2022
Q1 		$1.37M Buy
17,208
+421
+3% +$34.4K 0.51% 46
2021
Q4 		$1.42M Sell
16,787
-2,746
-14% -$234K 0.51% 41
2021
Q3 		$1.67M Buy
19,533
+242
+1% +$20.9K 0.65% 29
2021
Q2 		$1.66M Sell
19,291
-1,293
-6% -$110K 0.62% 31
2021
Q1 		$1.74M Sell
20,584
-1,714
-8% -$148K 0.69% 28
2020
Q4 		$1.97M Sell
22,298
-2,280
-9% -$201K 0.78% 25
2020
Q3 		$2.17M Sell
24,578
-127
-0.5% -$11.3K 0.87% 19
2020
Q2 		$2.18M Sell
24,705
-105
-0.4% -$9.18K 0.95% 17
2020
Q1 		$2.12M Buy
24,810
+452
+2% +$38.4K 1.07% 15
2019
Q4 		$2.04M Buy
24,358
+420
+2% +$35.3K 0.9% 22
2019
Q3 		$2.02M Buy
23,938
+1,038
+5% +$87K 0.94% 19
2019
Q2 		$1.9M Sell
22,900
-3,013
-12% -$245K 0.84% 23
2019
Q1 		$2.1M Sell
25,913
-2,029
-7% -$162K 0.9% 21
2018
Q4 		$2.21M Sell
27,942
-2,344
-8% -$183K 1.1% 16
2018
Q3 		$2.38M Sell
30,286
-6,463
-18% -$511K 1.05% 16
2018
Q2 		$2.91M Sell
36,749
-10,657
-22% -$843K 1.37% 12
2018
Q1 		$3.79M Sell
47,406
-5,823
-11% -$466K 2% 8
2017
Q4 		$4.34M Buy
+53,229
New +$4.35M 3.72% 5

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

D.B. Root & Company's BND Position: Q1 2026 in Review

D.B. Root & Company sold out of Vanguard Total Bond Market (BND) in Q1 2026, closing a stake of 5,739 shares — an estimated $425K sold.

D.B. Root & Company first reported a position in BND in Q4 2017 and held it in 26 quarters. The position peaked at $4.34M in Q4 2017. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • D.B. Root & Company reported no remaining Vanguard Total Bond Market position as of Q1 2026 after selling out during the quarter.
  • D.B. Root & Company sold 5,739 Vanguard Total Bond Market shares in Q1 2026, an estimated $425K.
  • D.B. Root & Company first reported a position in Vanguard Total Bond Market in Q4 2017 and held it in 26 quarters.
  • D.B. Root & Company's Vanguard Total Bond Market position peaked at $4.34M in Q4 2017.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on D.B. Root & Company's 13F filing for Q1 2026, filed 13 May 2026.