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Disciplined Investments’s Vanguard Total Bond Market BND Stock Holding History

Disciplined Investments’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
-3,939
Closed -$289K – 125
2025
Q1 		$289K Hold
3,939
– – 0.13% 104
2024
Q4 		$283K Buy
+3,939
New +$288K 0.14% 106
2023
Q3 		– Sell
-537
Closed -$39K – 287
2023
Q2 		$39K Sell
537
-222
-29% -$16.3K 0.02% 219
2023
Q1 		$56K Sell
759
-77
-9% -$5.63K 0.02% 211
2022
Q4 		$60K Sell
836
-703
-46% -$50.4K 0.03% 187
2022
Q3 		$110K Sell
1,539
-408
-21% -$30.5K 0.05% 152
2022
Q2 		$147K Sell
1,947
-73
-4% -$5.56K 0.07% 137
2022
Q1 		$161K Sell
2,020
-243
-11% -$19.9K 0.07% 135
2021
Q4 		$192K Sell
2,263
-43
-2% -$3.66K 0.08% 116
2021
Q3 		$197K Buy
2,306
+141
+7% +$12.2K 0.1% 114
2021
Q2 		$186K Sell
2,165
-173
-7% -$14.8K 0.1% 114
2021
Q1 		$198K Sell
2,338
-21
-0.9% -$1.81K 0.12% 108
2020
Q4 		$208K Sell
2,359
-8,290
-78% -$729K 0.14% 88
2020
Q3 		$940K Sell
10,649
-5,088
-32% -$451K 0.69% 43
2020
Q2 		$1.39M Buy
15,737
+84
+0.5% +$7.34K 1.08% 27
2020
Q1 		$1.34M Buy
15,653
+11,734
+299% +$997K 1.27% 22
2019
Q4 		$329K Buy
+3,919
New +$329K 0.28% 69

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

Disciplined Investments's BND Position: Q2 2025 in Review

Disciplined Investments sold out of Vanguard Total Bond Market (BND) in Q2 2025, closing a stake of 3,939 shares — an estimated $289K sold.

Disciplined Investments first reported a position in BND in Q4 2019 and held it in 17 quarters. The position peaked at $1.39M in Q2 2020. 1,639 funds tracked by Wall St. Rank hold BND as of Q2 2025.

  • Disciplined Investments reported no remaining Vanguard Total Bond Market position as of Q2 2025 after selling out during the quarter.
  • Disciplined Investments sold 3,939 Vanguard Total Bond Market shares in Q2 2025, an estimated $289K.
  • Disciplined Investments first reported a position in Vanguard Total Bond Market in Q4 2019 and held it in 17 quarters.
  • Disciplined Investments's Vanguard Total Bond Market position peaked at $1.39M in Q2 2020.
  • 1,639 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2025.

Based on Disciplined Investments's 13F filing for Q2 2025, filed 29 Jul 2025.