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Herold Advisors’s Vanguard Total Bond Market BND Stock Holding History

Herold Advisors’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 		– Sell
-64,633
Closed -$4.76M – 255
2025
Q2 		$4.76M Buy
64,633
+1,750
+3% +$127K 1% 23
2025
Q1 		$4.62M Buy
62,883
+5,040
+9% +$366K 1.01% 22
2024
Q4 		$4.16M Buy
57,843
+3,902
+7% +$285K 0.91% 25
2024
Q3 		$4.05M Buy
53,941
+456
+0.9% +$33.7K 0.88% 26
2024
Q2 		$3.85M Buy
53,485
+555
+1% +$39.7K 0.89% 24
2024
Q1 		$3.84M Buy
52,930
+906
+2% +$65.8K 0.93% 24
2023
Q4 		$3.83M Buy
52,024
+45,655
+717% +$3.22M 1.06% 20
2023
Q3 		$444K Sell
6,369
-96
-1% -$6.85K 0.14% 168
2023
Q2 		$470K Buy
+6,465
New +$474K 0.14% 159
2022
Q2 		– Sell
-2,633
Closed -$210K – 245
2022
Q1 		$210K Sell
2,633
-3,364
-56% -$275K 0.07% 192
2021
Q4 		$508K Sell
5,997
-183
-3% -$15.6K 0.2% 125
2021
Q3 		$528K Buy
+6,180
New +$534K 0.21% 122

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Herold Advisors's BND Position: Q3 2025 in Review

Herold Advisors sold out of Vanguard Total Bond Market (BND) in Q3 2025, closing a stake of 64,633 shares — an estimated $4.76M sold.

Herold Advisors first reported a position in BND in Q3 2021 and held it in 12 quarters. The position peaked at $4.76M in Q2 2025. 1,651 funds tracked by Wall St. Rank hold BND as of Q3 2025.

  • Herold Advisors reported no remaining Vanguard Total Bond Market position as of Q3 2025 after selling out during the quarter.
  • Herold Advisors sold 64,633 Vanguard Total Bond Market shares in Q3 2025, an estimated $4.76M.
  • Herold Advisors first reported a position in Vanguard Total Bond Market in Q3 2021 and held it in 12 quarters.
  • Herold Advisors's Vanguard Total Bond Market position peaked at $4.76M in Q2 2025.
  • 1,651 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2025.

Based on Herold Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.