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Diversified Portfolios Inc’s Vanguard Total Bond Market BND Stock Holding History

Diversified Portfolios Inc’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 		$476K Sell
6,461
-16,464
-72% -$1.22M 0.04% 131
2025
Q4 		$1.7M Buy
22,925
+9,274
+68% +$690K 0.14% 75
2025
Q3 		$1.02M Sell
13,651
-3,359
-20% -$247K 0.09% 89
2025
Q2 		$1.25M Sell
17,010
-508
-3% -$36.9K 0.12% 79
2025
Q1 		$1.29M Sell
17,518
-20,700
-54% -$1.5M 0.14% 74
2024
Q4 		$2.75M Sell
38,218
-8,025
-17% -$587K 0.3% 55
2024
Q3 		$3.47M Sell
46,243
-11,062
-19% -$819K 0.39% 47
2024
Q2 		$4.13M Sell
57,305
-10,230
-15% -$733K 0.54% 37
2024
Q1 		$4.91M Sell
67,535
-5,184
-7% -$376K 0.69% 32
2023
Q4 		$5.35M Sell
72,719
-2,543
-3% -$180K 0.84% 28
2023
Q3 		$5.25M Sell
75,262
-22,957
-23% -$1.64M 0.99% 22
2023
Q2 		$7.14M Sell
98,219
-2,361
-2% -$173K 1.43% 17
2023
Q1 		$7.43M Buy
100,580
+5,320
+6% +$389K 1.65% 17
2022
Q4 		$6.84M Buy
95,260
+9,655
+11% +$692K 1.57% 16
2022
Q3 		$6.11M Sell
85,605
-9,694
-10% -$725K 1.64% 14
2022
Q2 		$7.17M Buy
95,299
+38,077
+67% +$2.9M 2% 8
2022
Q1 		$4.55M Sell
57,222
-12,799
-18% -$1.05M 1.09% 19
2021
Q4 		$5.93M Buy
70,021
+29,092
+71% +$2.48M 1.43% 13
2021
Q3 		$3.5M Buy
+40,929
New +$3.53M 0.97% 19
2021
Q2 		– Sell
-32,826
Closed -$2.78M – 109
2021
Q1 		$2.78M Buy
32,826
+5,677
+21% +$490K 0.91% 19
2020
Q4 		$2.39M Buy
27,149
+237
+0.9% +$20.9K 0.86% 19
2020
Q3 		$2.37M Sell
26,912
-271
-1% -$24K 1.03% 18
2020
Q2 		$2.4M Buy
27,183
+11,440
+73% +$1M 1.15% 16
2020
Q1 		$1.34M Buy
15,743
+12,691
+416% +$1.08M 0.75% 20
2019
Q4 		$256K Buy
+3,052
New +$257K 0.12% 52

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

Diversified Portfolios Inc's BND Position: Q1 2026 in Review

Diversified Portfolios Inc reduced its Vanguard Total Bond Market (BND) stake by 72% in Q1 2026, selling an estimated $1.22M and leaving 6,461 shares worth $476K. The position accounts for 0.04% of the portfolio, ranked #131.

Diversified Portfolios Inc first reported a position in BND in Q4 2019 and has held it in 25 quarters since. The position peaked at $7.43M in Q1 2023. 1,764 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Diversified Portfolios Inc held 6,461 shares of Vanguard Total Bond Market worth $476K as of Q1 2026.
  • Diversified Portfolios Inc sold 16,464 Vanguard Total Bond Market shares in Q1 2026, an estimated $1.22M.
  • Vanguard Total Bond Market made up 0.04% of Diversified Portfolios Inc's portfolio in Q1 2026, its #131 holding.
  • Diversified Portfolios Inc first reported a position in Vanguard Total Bond Market in Q4 2019 and has held it in 25 quarters since.
  • Diversified Portfolios Inc's Vanguard Total Bond Market position peaked at $7.43M in Q1 2023.
  • 1,764 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Diversified Portfolios Inc's 13F filing for Q1 2026, filed 6 May 2026.