Evergreen Capital Management’s Vanguard Total Bond Market BND Stock Holding History

Evergreen Capital 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	$2.29M	Sell	31,039 -2,693	-8%	-$200K	0.05%	294
2025 Q4	$2.5M	Buy	33,732 +8,083	+32%	+$602K	0.06%	277
2025 Q3	$1.91M	Buy	25,649 +137	+0.5%	+$10.1K	0.05%	292
2025 Q2	$1.88M	Hold	25,512	–	–	0.06%	272
2025 Q1	$1.87M	Sell	25,512 -6,907	-21%	-$501K	0.06%	262
2024 Q4	$2.33M	Buy	32,419 +1	+0%	+$73	0.08%	235
2024 Q3	$2.43M	Sell	32,418 -824	-2%	-$61K	0.08%	223
2024 Q2	$2.4M	Hold	33,242	–	–	0.09%	220
2024 Q1	$2.41M	Hold	33,242	–	–	0.09%	212
2023 Q4	$2.44M	Sell	33,242 -78	-0.2%	-$5.51K	0.1%	211
2023 Q3	$2.33M	Hold	33,320	–	–	0.1%	206
2023 Q2	$2.42M	Buy	+33,320	New	+$2.44M	0.1%	198
2015 Q4	–	Sell	-2,972	Closed	-$243K	–	89
2015 Q3	$243K	Hold	2,972	–	–	0.06%	80
2015 Q2	$242K	Buy	+2,972	New	+$244K	0.06%	82

Other funds holding BND

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Evergreen Capital Management's BND Position: Q1 2026 in Review

Evergreen Capital Management reduced its Vanguard Total Bond Market (BND) stake by 8% in Q1 2026, selling an estimated $200K and leaving 31,039 shares worth $2.29M. The position accounts for 0.05% of the portfolio, ranked #294.

Evergreen Capital Management first reported a position in BND in Q2 2015 and has held it in 14 quarters since. The position peaked at $2.5M in Q4 2025. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

Evergreen Capital Management held 31,039 shares of Vanguard Total Bond Market worth $2.29M as of Q1 2026.
Evergreen Capital Management sold 2,693 Vanguard Total Bond Market shares in Q1 2026, an estimated $200K.
Vanguard Total Bond Market made up 0.05% of Evergreen Capital Management's portfolio in Q1 2026, its #294 holding.
Evergreen Capital Management first reported a position in Vanguard Total Bond Market in Q2 2015 and has held it in 14 quarters since.
Evergreen Capital Management's Vanguard Total Bond Market position peaked at $2.5M in Q4 2025.
1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.