EWG Elevate’s Vanguard Total Bond Market BND Stock Holding History

EWG Elevate’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 Q3	$3.51M	Buy	47,131 +40,013	+562%	+$2.95M	1.1%	35
2025 Q2	$524K	Buy	7,118 +2,334	+49%	+$170K	0.16%	91
2025 Q1	$351K	Buy	+4,784	New	+$347K	0.13%	91
2024 Q4	–	Sell	-182,621	Closed	-$13.7M	–	151
2024 Q3	$13.7M	Buy	+182,621	New	+$13.5M	5.51%	4
2024 Q2	–	Sell	-55,999	Closed	-$4.07M	–	136
2024 Q1	$4.07M	Buy	+55,999	New	+$4.06M	1.55%	22
2023 Q1	–	Sell	-932	Closed	-$67K	–	152
2022 Q4	$67K	Buy	+932	New	+$66.8K	0.03%	147
2020 Q1	–	Sell	-16,993	Closed	-$1.43M	–	57
2019 Q4	$1.43M	Buy	+16,993	New	+$1.43M	0.77%	32

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

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

EWG Elevate's BND Position: Q3 2025 in Review

EWG Elevate increased its Vanguard Total Bond Market (BND) stake by 562% in Q3 2025, buying an estimated $2.95M and bringing the position to 47,131 shares worth $3.51M. The position accounts for 1.1% of the portfolio, ranked #35.

EWG Elevate first reported a position in BND in Q4 2019 and has held it in 7 quarters since. The position peaked at $13.7M in Q3 2024. 1,652 funds tracked by Wall St. Rank hold BND as of Q3 2025.

EWG Elevate held 47,131 shares of Vanguard Total Bond Market worth $3.51M as of Q3 2025.
EWG Elevate bought 40,013 Vanguard Total Bond Market shares in Q3 2025, an estimated $2.95M.
Vanguard Total Bond Market made up 1.1% of EWG Elevate's portfolio in Q3 2025, its #35 holding.
EWG Elevate first reported a position in Vanguard Total Bond Market in Q4 2019 and has held it in 7 quarters since.
EWG Elevate's Vanguard Total Bond Market position peaked at $13.7M in Q3 2024.
1,652 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2025.

Based on EWG Elevate's 13F filing for Q3 2025, filed 7 Oct 2025.