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Miller Equity Capital Advisors’s Vanguard Total Bond Market BND Stock Holding History

Miller Equity Capital 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 		$232K Sell
3,160
-151,667
-98% -$11M 16.04% 3
2024
Q4 		$11.1M Buy
154,827
+1,360
+0.9% +$99.4K 4.25% 5
2024
Q3 		$11.5M Buy
153,467
+430
+0.3% +$31.8K 4.5% 5
2024
Q2 		$11M Buy
153,037
+230
+0.2% +$16.5K 4.59% 5
2024
Q1 		$11.1M Buy
152,807
+26,379
+21% +$1.91M 4.58% 5
2023
Q4 		$9.3M Buy
126,428
+7,850
+7% +$554K 4.2% 5
2023
Q3 		$8.27M Buy
118,578
+1,351
+1% +$96.4K 4.29% 4
2023
Q2 		$8.52M Buy
117,227
+16,865
+17% +$1.24M 4.32% 4
2023
Q1 		$7.41M Buy
100,362
+45,017
+81% +$3.29M 4.14% 4
2022
Q4 		$3.98M Buy
55,345
+18,973
+52% +$1.36M 2.58% 9
2022
Q3 		$2.59M Sell
36,372
-5
-0% -$374 1.9% 17
2022
Q2 		$2.74M Sell
36,377
-150
-0.4% -$11.4K 2.34% 12
2022
Q1 		$2.9M Buy
36,527
+1,140
+3% +$93.1K 2.46% 13
2021
Q4 		$3M Buy
35,387
+3,835
+12% +$327K 2.79% 10
2021
Q3 		$2.7M Buy
31,552
+1,530
+5% +$132K 2.65% 11
2021
Q2 		$2.58M Buy
30,022
+1,925
+7% +$164K 2.66% 12
2021
Q1 		$2.38M Buy
28,097
+570
+2% +$49.2K 2.98% 9
2020
Q4 		$2.43M Buy
27,527
+2,710
+11% +$238K 3.24% 8
2020
Q3 		$2.19M Buy
24,817
+1,320
+6% +$117K 3.3% 7
2020
Q2 		$2.08M Hold
23,497
– – 3.37% 6
2020
Q1 		$2M Sell
23,497
-4,285
-15% -$364K 3.76% 6
2019
Q4 		$2.33M Buy
+27,782
New +$2.34M 2.98% 6

Other funds holding BND

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 22.96% 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

Miller Equity Capital Advisors's BND Position: Q1 2025 in Review

Miller Equity Capital Advisors reduced its Vanguard Total Bond Market (BND) stake by 98% in Q1 2025, selling an estimated $11M and leaving 3,160 shares worth $232K. The position accounts for 16.04% of the portfolio, ranked #3.

Miller Equity Capital Advisors first reported a position in BND in Q4 2019 and has held it in 22 quarters since. The position peaked at $11.5M in Q3 2024. 1,612 funds tracked by Wall St. Rank hold BND as of Q1 2025.

  • Miller Equity Capital Advisors held 3,160 shares of Vanguard Total Bond Market worth $232K as of Q1 2025.
  • Miller Equity Capital Advisors sold 151,667 Vanguard Total Bond Market shares in Q1 2025, an estimated $11M.
  • Vanguard Total Bond Market made up 16.04% of Miller Equity Capital Advisors's portfolio in Q1 2025, its #3 holding.
  • Miller Equity Capital Advisors first reported a position in Vanguard Total Bond Market in Q4 2019 and has held it in 22 quarters since.
  • Miller Equity Capital Advisors's Vanguard Total Bond Market position peaked at $11.5M in Q3 2024.
  • 1,612 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2025.

Based on Miller Equity Capital Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.