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

LPF 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
Q1 		$16.6M Buy
226,343
+12,857
+6% +$933K 13.61% 2
2024
Q4 		$15.4M Buy
213,486
+10,688
+5% +$781K 12.84% 2
2024
Q3 		$15.2M Buy
202,798
+6,366
+3% +$471K 13.03% 2
2024
Q2 		$14.2M Buy
196,432
+4,189
+2% +$300K 13.05% 2
2024
Q1 		$14M Buy
192,243
+2,851
+2% +$207K 13.98% 2
2023
Q4 		$13.9M Buy
+189,392
New +$13.4M 14.81% 2

Other funds holding BND

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LPF Advisors's BND Position: Q1 2025 in Review

LPF Advisors increased its Vanguard Total Bond Market (BND) stake by 6% in Q1 2025, buying an estimated $933K and bringing the position to 226,343 shares worth $16.6M. The position accounts for 13.61% of the portfolio, ranked #2.

LPF Advisors first reported a position in BND in Q4 2023 and has held it in 6 quarters since. 1,610 funds tracked by Wall St. Rank hold BND as of Q1 2025.

  • LPF Advisors held 226,343 shares of Vanguard Total Bond Market worth $16.6M as of Q1 2025.
  • LPF Advisors bought 12,857 Vanguard Total Bond Market shares in Q1 2025, an estimated $933K.
  • Vanguard Total Bond Market made up 13.61% of LPF Advisors's portfolio in Q1 2025, its #2 holding.
  • LPF Advisors first reported a position in Vanguard Total Bond Market in Q4 2023 and has held it in 6 quarters since.
  • 1,610 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2025.

Based on LPF Advisors's 13F filing for Q1 2025, filed 11 Apr 2025.