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

Dimension 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
2026 Q1	$260K	Hold	3,530	–	–	0.04%	106
2025 Q4	$261K	Hold	3,530	–	–	0.04%	101
2025 Q3	$263K	Hold	3,530	–	–	0.04%	102
2025 Q2	$260K	Hold	3,530	–	–	0.04%	101
2025 Q1	$259K	Hold	3,530	–	–	0.05%	92
2024 Q4	$254K	Hold	3,530	–	–	0.04%	95
2024 Q3	$265K	Sell	3,530 -1,815	-34%	-$134K	0.05%	85
2024 Q2	$385K	Hold	5,345	–	–	0.08%	75
2024 Q1	$388K	Hold	5,345	–	–	0.08%	77
2023 Q4	$393K	Buy	5,345 +20	+0.4%	+$1.41K	0.08%	73
2023 Q3	$372K	Sell	5,325 -20	-0.4%	-$1.43K	0.09%	63
2023 Q2	$389K	Hold	5,345	–	–	0.08%	71
2023 Q1	$395K	Hold	5,345	–	–	0.09%	71
2022 Q4	$384K	Hold	5,345	–	–	0.09%	75
2022 Q3	$381K	Hold	5,345	–	–	0.09%	76
2022 Q2	$403K	Sell	5,345 -242	-4%	-$18.4K	0.09%	74
2022 Q1	$445K	Hold	5,587	–	–	0.08%	78
2021 Q4	$473K	Hold	5,587	–	–	0.09%	75
2021 Q3	$478K	Hold	5,587	–	–	0.1%	74
2021 Q2	$480K	Sell	5,587 -2,402	-30%	-$205K	0.1%	72
2021 Q1	$676K	Hold	7,989	–	–	0.16%	57
2020 Q4	$704K	Hold	7,989	–	–	0.2%	48
2020 Q3	$704K	Hold	7,989	–	–	0.22%	49
2020 Q2	$705K	Sell	7,989 -4,717	-37%	-$412K	0.22%	49
2020 Q1	$1.08M	Hold	12,706	–	–	0.39%	37
2019 Q4	$1.07M	Buy	12,706 +698	+6%	+$58.7K	0.31%	42
2019 Q3	$1.01M	Hold	12,008	–	–	0.35%	36
2019 Q2	$998K	Hold	12,008	–	–	0.34%	36
2019 Q1	$975K	Buy	+12,008	New	+$959K	0.41%	38
2018 Q2	–	Sell	-12,008	Closed	-$960K	–	82
2018 Q1	$960K	Hold	12,008	–	–	0.54%	32
2017 Q4	$979K	Hold	12,008	–	–	0.62%	29
2017 Q3	$984K	Hold	12,008	–	–	0.31%	33
2017 Q2	$983K	Buy	+12,008	New	+$981K	0.32%	35

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Dimension Capital Management's BND Position: Q1 2026 in Review

Dimension Capital Management held its Vanguard Total Bond Market (BND) position steady in Q1 2026 at 3,530 shares worth $260K. The position accounts for 0.04% of the portfolio, ranked #106.

Dimension Capital Management first reported a position in BND in Q2 2017 and has held it in 33 quarters since. The position peaked at $1.08M in Q1 2020. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

Dimension Capital Management held 3,530 shares of Vanguard Total Bond Market worth $260K as of Q1 2026.
Dimension Capital Management left its Vanguard Total Bond Market share count unchanged in Q1 2026.
Vanguard Total Bond Market made up 0.04% of Dimension Capital Management's portfolio in Q1 2026, its #106 holding.
Dimension Capital Management first reported a position in Vanguard Total Bond Market in Q2 2017 and has held it in 33 quarters since.
Dimension Capital Management's Vanguard Total Bond Market position peaked at $1.08M in Q1 2020.
1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Dimension Capital Management's 13F filing for Q1 2026, filed 15 May 2026.