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

Great Oak 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
2025
Q4 		– Sell
-11,695
Closed -$870K – 45
2025
Q3 		$870K Buy
+11,695
New +$861K 0.23% 23

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Creative Planning
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Vanguard Group
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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Great Oak Capital Partners's BND Position: Q4 2025 in Review

Great Oak Capital Partners sold out of Vanguard Total Bond Market (BND) in Q4 2025, closing a stake of 11,695 shares — an estimated $870K sold.

Great Oak Capital Partners first reported a position in BND in Q3 2025 and held it in 1 quarter. The position peaked at $870K in Q3 2025. 1,797 funds tracked by Wall St. Rank hold BND as of Q4 2025.

  • Great Oak Capital Partners reported no remaining Vanguard Total Bond Market position as of Q4 2025 after selling out during the quarter.
  • Great Oak Capital Partners sold 11,695 Vanguard Total Bond Market shares in Q4 2025, an estimated $870K.
  • Great Oak Capital Partners first reported a position in Vanguard Total Bond Market in Q3 2025 and held it in 1 quarter.
  • Great Oak Capital Partners's Vanguard Total Bond Market position peaked at $870K in Q3 2025.
  • 1,797 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2025.

Based on Great Oak Capital Partners's 13F filing for Q4 2025, filed 6 Jan 2026.