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Fidelis Capital Partners’s Vanguard Total Bond Market BND Stock Holding History

Fidelis Capital Partners’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 		$295K Sell
4,000
-9,944
-71% -$738K 0.02% 406
2025
Q4 		$1.03M Buy
13,944
+1,671
+14% +$124K 0.08% 195
2025
Q3 		$913K Buy
+12,273
New +$904K 0.07% 215

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

Fidelis Capital Partners's BND Position: Q1 2026 in Review

Fidelis Capital Partners reduced its Vanguard Total Bond Market (BND) stake by 71% in Q1 2026, selling an estimated $738K and leaving 4,000 shares worth $295K. The position accounts for 0.02% of the portfolio, ranked #406.

Fidelis Capital Partners first reported a position in BND in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.03M in Q4 2025. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Fidelis Capital Partners held 4,000 shares of Vanguard Total Bond Market worth $295K as of Q1 2026.
  • Fidelis Capital Partners sold 9,944 Vanguard Total Bond Market shares in Q1 2026, an estimated $738K.
  • Vanguard Total Bond Market made up 0.02% of Fidelis Capital Partners's portfolio in Q1 2026, its #406 holding.
  • Fidelis Capital Partners first reported a position in Vanguard Total Bond Market in Q3 2025 and has held it in 3 quarters since.
  • Fidelis Capital Partners's Vanguard Total Bond Market position peaked at $1.03M in Q4 2025.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Fidelis Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.