EK
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Evensky & Katz’s Vanguard Total Bond Market BND Stock Holding History

Evensky & Katz’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 		$1.91M Sell
25,875
-2,300
-8% -$171K 0.11% 44
2025
Q4 		$2.09M Buy
28,175
+3,378
+14% +$251K 0.12% 42
2025
Q3 		$1.84M Sell
24,797
-154
-0.6% -$11.3K 0.11% 44
2025
Q2 		$1.84M Sell
24,951
-4,524
-15% -$329K 0.11% 44
2025
Q1 		$2.17M Buy
29,475
+860
+3% +$62.4K 0.15% 43
2024
Q4 		$2.06M Sell
28,615
-2,978
-9% -$218K 0.13% 43
2024
Q3 		$2.37M Sell
31,593
-768
-2% -$56.8K 0.15% 41
2024
Q2 		$2.33M Sell
32,361
-22
-0.1% -$1.58K 0.16% 40
2024
Q1 		$2.35M Sell
32,383
-268
-0.8% -$19.4K 0.17% 38
2023
Q4 		$2.4M Buy
32,651
+1,785
+6% +$126K 0.18% 39
2023
Q3 		$2.15M Sell
30,866
-1,649
-5% -$118K 0.18% 34
2023
Q2 		$2.36M Sell
32,515
-1,460
-4% -$107K 0.18% 35
2023
Q1 		$2.51M Sell
33,975
-1,496
-4% -$109K 0.2% 35
2022
Q4 		$2.55M Buy
35,471
+35,414
+62,130% +$2.54M 0.23% 34
2022
Q3 		$4K Buy
+57
New +$4.26K ﹤0.01% 81
2020
Q3 		– Sell
-191
Closed -$17K – 81
2020
Q2 		$17K Buy
191
+1
+0.5% +$87 ﹤0.01% 79
2020
Q1 		$16K Sell
190
-54
-22% -$4.59K ﹤0.01% 91
2019
Q4 		$20K Sell
244
-16,663
-99% -$1.4M ﹤0.01% 92
2019
Q3 		$1.43M Buy
16,907
+7
+0% +$587 0.19% 44
2019
Q2 		$1.4M Sell
16,900
-212
-1% -$17.3K 0.19% 42
2019
Q1 		$1.39M Buy
17,112
+156
+0.9% +$12.5K 0.19% 41
2018
Q4 		$1.34M Sell
16,956
-4,291
-20% -$335K 0.22% 36
2018
Q3 		$1.67M Buy
21,247
+7
+0% +$553 0.25% 28
2018
Q2 		$1.68M Sell
21,240
-7,796
-27% -$616K 0.29% 22
2018
Q1 		$2.32M Buy
29,036
+7
+0% +$560 0.4% 20
2017
Q4 		$2.37M Buy
29,029
+205
+0.7% +$16.7K 0.39% 20
2017
Q3 		$2.36M Buy
28,824
+224
+0.8% +$18.4K 0.41% 20
2017
Q2 		$2.34M Sell
28,600
-332
-1% -$27.1K 0.42% 18
2017
Q1 		$2.34M Buy
28,932
+823
+3% +$66.6K 0.43% 19
2016
Q4 		$2.27M Buy
28,109
+143
+0.5% +$11.7K 0.44% 19
2016
Q3 		$2.35M Sell
27,966
-3,203
-10% -$270K 0.47% 18
2016
Q2 		$2.58M Hold
31,169
– – 0.57% 18
2016
Q1 		$2.58M Sell
31,169
-465
-1% -$38K 0.6% 19
2015
Q4 		$2.55M Sell
31,634
-948
-3% -$77.1K 0.61% 22
2015
Q3 		$2.67M Sell
32,582
-573
-2% -$46.7K 0.73% 17
2015
Q2 		$2.69M Buy
33,155
+137
+0.4% +$11.3K 0.71% 16
2015
Q1 		$2.75M Buy
33,018
+14
+0% +$1.16K 0.74% 16
2014
Q4 		$2.72M Buy
33,004
+27,811
+536% +$2.29M 0.81% 16
2014
Q3 		$425K Sell
5,193
-23,114
-82% -$1.9M 0.13% 34
2014
Q2 		$2.33M Buy
28,307
+366
+1% +$29.9K 0.87% 10
2014
Q1 		$2.27M Sell
27,941
-577
-2% -$46.7K 0.88% 11
2013
Q4 		$2.28M Buy
28,518
+4,970
+21% +$401K 0.88% 11
2013
Q3 		$1.9M Buy
23,548
+212
+0.9% +$17.1K 0.8% 11
2013
Q2 		$1.89M Buy
+23,336
New +$1.94M 0.84% 11

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

Evensky & Katz's BND Position: Q1 2026 in Review

Evensky & Katz reduced its Vanguard Total Bond Market (BND) stake by 8.2% in Q1 2026, selling an estimated $171K and leaving 25,875 shares worth $1.91M. The position accounts for 0.11% of the portfolio, ranked #44.

Evensky & Katz first reported a position in BND in Q2 2013 and has held it in 44 quarters since. The position peaked at $2.75M in Q1 2015. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Evensky & Katz held 25,875 shares of Vanguard Total Bond Market worth $1.91M as of Q1 2026.
  • Evensky & Katz sold 2,300 Vanguard Total Bond Market shares in Q1 2026, an estimated $171K.
  • Vanguard Total Bond Market made up 0.11% of Evensky & Katz's portfolio in Q1 2026, its #44 holding.
  • Evensky & Katz first reported a position in Vanguard Total Bond Market in Q2 2013 and has held it in 44 quarters since.
  • Evensky & Katz's Vanguard Total Bond Market position peaked at $2.75M in Q1 2015.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Evensky & Katz's 13F filing for Q1 2026, filed 22 Apr 2026.