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

Empirical 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
2026
Q1 		– Sell
-14,012
Closed -$1.04M – 1005
2025
Q4 		$1.04M Buy
+14,012
New +$1.04M 0.02% 337
2025
Q2 		– Sell
-5,052
Closed -$371K – 695
2025
Q1 		$371K Sell
5,052
-587
-10% -$42.6K 0.01% 465
2024
Q4 		$405K Buy
+5,639
New +$412K 0.01% 435
2020
Q2 		– Sell
-3,146
Closed -$268K – 334
2020
Q1 		$268K Buy
+3,146
New +$267K 0.03% 261
2017
Q1 		– Sell
-4,196
Closed -$339K – 130
2016
Q4 		$339K Buy
+4,196
New +$344K 0.08% 94
2016
Q3 		– Sell
-4,193
Closed -$353K – 110
2016
Q2 		$353K Sell
4,193
-475
-10% -$39.5K 0.09% 81
2016
Q1 		$387K Buy
4,668
+502
+12% +$41.1K 0.09% 80
2015
Q4 		$336K Buy
4,166
+27
+0.7% +$2.2K 0.08% 85
2015
Q3 		$339K Buy
4,139
+25
+0.6% +$2.04K 0.08% 87
2015
Q2 		$334K Buy
4,114
+26
+0.6% +$2.14K 0.08% 95
2015
Q1 		$341K Buy
4,088
+16
+0.4% +$1.33K 0.08% 78
2014
Q4 		$335K Buy
4,072
+43
+1% +$3.55K 0.08% 79
2014
Q3 		$330K Sell
4,029
-1,651
-29% -$135K 0.08% 79
2014
Q2 		$467K Buy
5,680
+1,703
+43% +$139K 0.12% 69
2014
Q1 		$323K Sell
3,977
-677
-15% -$54.8K 0.09% 77
2013
Q4 		$373K Buy
4,654
+276
+6% +$22.3K 0.11% 71
2013
Q3 		$354K Buy
4,378
+27
+0.6% +$2.17K 0.11% 71
2013
Q2 		$352K Buy
+4,351
New +$361K 0.12% 63

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

Empirical Wealth Management's BND Position: Q1 2026 in Review

Empirical Wealth Management sold out of Vanguard Total Bond Market (BND) in Q1 2026, closing a stake of 14,012 shares — an estimated $1.04M sold.

Empirical Wealth Management first reported a position in BND in Q2 2013 and held it in 18 quarters. The position peaked at $1.04M in Q4 2025. 1,764 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Empirical Wealth Management reported no remaining Vanguard Total Bond Market position as of Q1 2026 after selling out during the quarter.
  • Empirical Wealth Management sold 14,012 Vanguard Total Bond Market shares in Q1 2026, an estimated $1.04M.
  • Empirical Wealth Management first reported a position in Vanguard Total Bond Market in Q2 2013 and held it in 18 quarters.
  • Empirical Wealth Management's Vanguard Total Bond Market position peaked at $1.04M in Q4 2025.
  • 1,764 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Empirical Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.