EPM
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Elm Partners Management’s Vanguard Total Bond Market BND Stock Holding History

Elm Partners 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 		$54.8M Sell
745,556
-246,416
-25% -$18.3M 2.37% 13
2025
Q4 		$73.5M Buy
991,972
+421,657
+74% +$31.4M 3.33% 10
2025
Q3 		$42.4M Buy
570,315
+136,872
+32% +$10.1M 2.12% 14
2025
Q2 		$31.9M Sell
433,443
-188,898
-30% -$13.7M 1.85% 14
2025
Q1 		$45.7M Buy
622,341
+539,455
+651% +$39.1M 2.94% 11
2024
Q4 		$5.96M Buy
82,886
+8,854
+12% +$647K 0.41% 24
2024
Q3 		$5.56M Sell
74,032
-8,228
-10% -$609K 0.4% 22
2024
Q2 		$5.93M Buy
82,260
+2,602
+3% +$186K 0.46% 26
2024
Q1 		$5.79M Sell
79,658
-84,747
-52% -$6.15M 0.46% 25
2023
Q4 		$12.1M Sell
164,405
-36,683
-18% -$2.59M 1.1% 22
2023
Q3 		$14M Buy
201,088
+18,618
+10% +$1.33M 1.45% 15
2023
Q2 		$13.3M Sell
182,470
-192,515
-51% -$14.1M 1.34% 17
2023
Q1 		$27.7M Buy
374,985
+154,915
+70% +$11.3M 2.91% 12
2022
Q4 		$15.8M Buy
220,070
+94,583
+75% +$6.78M 1.83% 11
2022
Q3 		$8.95M Buy
125,487
+118,486
+1,692% +$8.87M 1.21% 16
2022
Q2 		$527K Buy
7,001
+1,615
+30% +$123K 0.07% 31
2022
Q1 		$428K Sell
5,386
-842
-14% -$68.8K 0.05% 30
2021
Q4 		$528K Buy
6,228
+699
+13% +$59.5K 0.07% 31
2021
Q3 		$472K Buy
5,529
+387
+8% +$33.4K 0.06% 33
2021
Q2 		$442K Sell
5,142
-55
-1% -$4.69K 0.06% 33
2021
Q1 		$440K Sell
5,197
-185,765
-97% -$16M 0.06% 33
2020
Q4 		$16.8M Sell
190,962
-22,650
-11% -$1.99M 2.52% 13
2020
Q3 		$18.8M Sell
213,612
-21,508
-9% -$1.91M 3.17% 11
2020
Q2 		$20.8M Buy
235,120
+19,137
+9% +$1.67M 3.71% 11
2020
Q1 		$18.4M Buy
215,983
+1,161
+0.5% +$98.6K 4.06% 12
2019
Q4 		$18.1M Buy
214,822
+9,790
+5% +$823K 3.97% 9
2019
Q3 		$17.3M Sell
205,032
-13,297
-6% -$1.11M 3.92% 9
2019
Q2 		$18.1M Buy
+218,329
New +$17.8M 4.06% 9

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

Elm Partners Management's BND Position: Q1 2026 in Review

Elm Partners Management reduced its Vanguard Total Bond Market (BND) stake by 25% in Q1 2026, selling an estimated $18.3M and leaving 745,556 shares worth $54.8M. The position accounts for 2.37% of the portfolio, ranked #13.

Elm Partners Management first reported a position in BND in Q2 2019 and has held it in 28 quarters since. The position peaked at $73.5M in Q4 2025. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Elm Partners Management held 745,556 shares of Vanguard Total Bond Market worth $54.8M as of Q1 2026.
  • Elm Partners Management sold 246,416 Vanguard Total Bond Market shares in Q1 2026, an estimated $18.3M.
  • Vanguard Total Bond Market made up 2.37% of Elm Partners Management's portfolio in Q1 2026, its #13 holding.
  • Elm Partners Management first reported a position in Vanguard Total Bond Market in Q2 2019 and has held it in 28 quarters since.
  • Elm Partners Management's Vanguard Total Bond Market position peaked at $73.5M in Q4 2025.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Elm Partners Management's 13F filing for Q1 2026, filed 13 May 2026.