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Means Investment Company’s Vanguard Total Bond Market BND Stock Holding History

Means Investment Company’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
Q2 		– Sell
-2,971
Closed -$218K – 193
2025
Q1 		$218K Sell
2,971
-449
-13% -$32.6K 0.02% 181
2024
Q4 		$246K Sell
3,420
-174
-5% -$12.7K 0.03% 185
2024
Q3 		$270K Buy
3,594
+30
+0.8% +$2.22K 0.03% 175
2024
Q2 		$257K Sell
3,564
-612
-15% -$43.8K 0.03% 170
2024
Q1 		$303K Sell
4,176
-1,006
-19% -$73K 0.04% 160
2023
Q4 		$381K Sell
5,182
-637
-11% -$45K 0.05% 138
2023
Q3 		$406K Sell
5,819
-1,276
-18% -$91.1K 0.07% 134
2023
Q2 		$516K Sell
7,095
-2,099
-23% -$154K 0.08% 121
2023
Q1 		$679K Sell
9,194
-719
-7% -$52.6K 0.12% 103
2022
Q4 		$712K Sell
9,913
-4,986
-33% -$357K 0.14% 102
2022
Q3 		$1.06M Buy
14,899
+6,351
+74% +$475K 0.23% 83
2022
Q2 		$643K Buy
+8,548
New +$651K 0.14% 96

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Means Investment Company's BND Position: Q2 2025 in Review

Means Investment Company sold out of Vanguard Total Bond Market (BND) in Q2 2025, closing a stake of 2,971 shares — an estimated $218K sold.

Means Investment Company first reported a position in BND in Q2 2022 and held it in 12 quarters. The position peaked at $1.06M in Q3 2022. 1,645 funds tracked by Wall St. Rank hold BND as of Q2 2025.

  • Means Investment Company reported no remaining Vanguard Total Bond Market position as of Q2 2025 after selling out during the quarter.
  • Means Investment Company sold 2,971 Vanguard Total Bond Market shares in Q2 2025, an estimated $218K.
  • Means Investment Company first reported a position in Vanguard Total Bond Market in Q2 2022 and held it in 12 quarters.
  • Means Investment Company's Vanguard Total Bond Market position peaked at $1.06M in Q3 2022.
  • 1,645 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2025.

Based on Means Investment Company's 13F filing for Q2 2025, filed 25 Jul 2025.