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Money Concepts Capital’s Vanguard Total Bond Market BND Stock Holding History

Money Concepts Capital’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
2026
Q1 		$1.67M Buy
22,717
+5,795
+34% +$430K 0.09% 208
2025
Q4 		$1.25M Sell
16,922
-806
-5% -$60K 0.07% 240
2025
Q3 		$1.32M Sell
17,728
-606
-3% -$44.6K 0.08% 221
2025
Q2 		$1.35M Sell
18,334
-26
-0.1% -$1.89K 0.09% 203
2025
Q1 		$1.35M Sell
18,360
-3,440
-16% -$250K 0.1% 186
2024
Q4 		$1.57M Buy
21,800
+5,888
+37% +$430K 0.12% 167
2024
Q3 		$1.2M Buy
15,912
+2,601
+20% +$192K 0.09% 191
2024
Q2 		$959K Buy
13,311
+5,074
+62% +$363K 0.08% 210
2024
Q1 		$598K Buy
8,237
+2,381
+41% +$173K 0.06% 269
2023
Q4 		$431K Buy
5,856
+1,623
+38% +$115K 0.04% 296
2023
Q3 		$295K Buy
+4,233
New +$302K 0.03% 296
2023
Q2 		– Sell
-27,418
Closed -$255K – 375
2023
Q1 		$255K Buy
27,418
+14,447
+111% +$1.06M 0.01% 376
2022
Q4 		$932K Buy
12,971
+5,653
+77% +$405K 0.04% 309
2022
Q3 		$522K Buy
7,318
+163
+2% +$12.2K 0.03% 289
2022
Q2 		$542K Sell
7,155
-21,349
-75% -$1.62M 0.05% 264
2022
Q1 		$2.27M Buy
28,504
+11,062
+63% +$904K 0.13% 174
2021
Q4 		$1.48M Buy
+17,442
New +$1.49M 0.13% 159
2021
Q1 		$1.58M Buy
18,597
+246
+1% +$21.2K 0.13% 168
2020
Q4 		$1.62M Buy
+18,351
New +$1.61M 0.15% 142

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Money Concepts Capital's BND Position: Q1 2026 in Review

Money Concepts Capital increased its Vanguard Total Bond Market (BND) stake by 34% in Q1 2026, buying an estimated $430K and bringing the position to 22,717 shares worth $1.67M. The position accounts for 0.09% of the portfolio, ranked #208.

Money Concepts Capital first reported a position in BND in Q4 2020 and has held it in 19 quarters since. The position peaked at $2.27M in Q1 2022. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Money Concepts Capital held 22,717 shares of Vanguard Total Bond Market worth $1.67M as of Q1 2026.
  • Money Concepts Capital bought 5,795 Vanguard Total Bond Market shares in Q1 2026, an estimated $430K.
  • Vanguard Total Bond Market made up 0.09% of Money Concepts Capital's portfolio in Q1 2026, its #208 holding.
  • Money Concepts Capital first reported a position in Vanguard Total Bond Market in Q4 2020 and has held it in 19 quarters since.
  • Money Concepts Capital's Vanguard Total Bond Market position peaked at $2.27M in Q1 2022.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.