Kovitz Investment Group Partners’s Vanguard Total Bond Market BND Stock Holding History

Kovitz Investment Group 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	-3,537	Closed	-$263K	–	550
2025 Q3	$263K	Sell	3,537 -292	-8%	-$21.5K	﹤0.01%	1246
2025 Q2	$282K	Buy	+3,829	New	+$278K	﹤0.01%	1162
2024 Q3	–	Sell	-5,206	Closed	-$375K	–	1061
2024 Q2	$375K	Buy	+5,206	New	+$373K	﹤0.01%	695
2022 Q1	–	Sell	-4,040	Closed	-$356K	–	426
2021 Q4	$356K	Buy	+4,040	New	+$344K	0.01%	359
2021 Q1	–	Sell	-4,040	Closed	-$356K	–	420
2020 Q4	$356K	Sell	4,040 -11,700	-74%	-$1.03M	0.01%	359
2020 Q3	$1.39M	Sell	15,740 -469	-3%	-$41.6K	0.04%	223
2020 Q2	$1.43M	Buy	+16,209	New	+$1.42M	0.04%	211

Other funds holding BND

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Kovitz Investment Group Partners's BND Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Vanguard Total Bond Market (BND) in Q4 2025, closing a stake of 3,537 shares — an estimated $263K sold.

Kovitz Investment Group Partners first reported a position in BND in Q2 2020 and held it in 7 quarters. The position peaked at $1.43M in Q2 2020. 1,793 funds tracked by Wall St. Rank hold BND as of Q4 2025.

Kovitz Investment Group Partners reported no remaining Vanguard Total Bond Market position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 3,537 Vanguard Total Bond Market shares in Q4 2025, an estimated $263K.
Kovitz Investment Group Partners first reported a position in Vanguard Total Bond Market in Q2 2020 and held it in 7 quarters.
Kovitz Investment Group Partners's Vanguard Total Bond Market position peaked at $1.43M in Q2 2020.
1,793 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.