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Dynasty Wealth Management’s Vanguard Total Bond Market BND Stock Holding History

Dynasty Wealth 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
Q3 		– Sell
-76,893
Closed -$5.66M – 310
2025
Q2 		$5.66M Buy
76,893
+6,033
+9% +$439K 0.1% 55
2025
Q1 		$5.2M Sell
70,860
-592
-0.8% -$43K 0.09% 58
2024
Q4 		$5.14M Sell
71,452
-2,634
-4% -$193K 0.09% 65
2024
Q3 		$5.56M Buy
74,086
+1,059
+1% +$78.4K 0.17% 43
2024
Q2 		$5.26M Buy
73,027
+426
+0.6% +$30.5K 0.16% 51
2024
Q1 		$5.27M Buy
+72,601
New +$5.27M 0.17% 42

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Dynasty Wealth Management's BND Position: Q3 2025 in Review

Dynasty Wealth Management sold out of Vanguard Total Bond Market (BND) in Q3 2025, closing a stake of 76,893 shares — an estimated $5.66M sold.

Dynasty Wealth Management first reported a position in BND in Q1 2024 and held it in 6 quarters. The position peaked at $5.66M in Q2 2025. 1,656 funds tracked by Wall St. Rank hold BND as of Q3 2025.

  • Dynasty Wealth Management reported no remaining Vanguard Total Bond Market position as of Q3 2025 after selling out during the quarter.
  • Dynasty Wealth Management sold 76,893 Vanguard Total Bond Market shares in Q3 2025, an estimated $5.66M.
  • Dynasty Wealth Management first reported a position in Vanguard Total Bond Market in Q1 2024 and held it in 6 quarters.
  • Dynasty Wealth Management's Vanguard Total Bond Market position peaked at $5.66M in Q2 2025.
  • 1,656 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2025.

Based on Dynasty Wealth Management's 13F filing for Q3 2025, filed 29 Oct 2025.