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Empirical Asset Management’s Vanguard Total Bond Market BND Stock Holding History

Empirical Asset 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
Q1 		– Sell
-25,996
Closed -$125K – 326
2024
Q4 		$125K Buy
25,996
+37
+0.1% +$2.71K 0.04% 328
2024
Q3 		$127K Buy
25,959
+4
+0% +$296 0.05% 277
2024
Q2 		$123K Buy
+25,955
New +$1.86M 0.05% 318

Other funds holding BND

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Empirical Asset Management's BND Position: Q1 2025 in Review

Empirical Asset Management sold out of Vanguard Total Bond Market (BND) in Q1 2025, closing a stake of 25,996 shares — an estimated $125K sold.

Empirical Asset Management first reported a position in BND in Q2 2024 and held it in 3 quarters. The position peaked at $127K in Q3 2024. 1,613 funds tracked by Wall St. Rank hold BND as of Q1 2025.

  • Empirical Asset Management reported no remaining Vanguard Total Bond Market position as of Q1 2025 after selling out during the quarter.
  • Empirical Asset Management sold 25,996 Vanguard Total Bond Market shares in Q1 2025, an estimated $125K.
  • Empirical Asset Management first reported a position in Vanguard Total Bond Market in Q2 2024 and held it in 3 quarters.
  • Empirical Asset Management's Vanguard Total Bond Market position peaked at $127K in Q3 2024.
  • 1,613 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2025.

Based on Empirical Asset Management's 13F filing for Q1 2025, filed 12 May 2025.