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Morningstar Investment Services’s Vanguard Total Bond Market BND Stock Holding History

Morningstar Investment Services’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 		$58.8M Sell
800,224
-991,685
-55% -$72M 10.77% 2
2024
Q4 		$129M Sell
1,791,909
-7,958,683
-82% -$582M 11.71% 2
2024
Q3 		$734M Buy
9,750,592
+390,860
+4% +$28.9M 7.49% 2
2024
Q2 		$678M Buy
9,359,732
+81,652
+0.9% +$5.85M 7.36% 2
2024
Q1 		$675M Sell
9,278,080
-8,619,992
-48% -$626M 7.42% 2
2023
Q4 		$1.32B Buy
17,898,072
+8,482,025
+90% +$599M 7.43% 2
2023
Q3 		$657M Buy
9,416,047
+363,289
+4% +$25.9M 8.42% 2
2023
Q2 		$657M Buy
9,052,758
+59,010
+0.7% +$4.32M 8.46% 2
2023
Q1 		$660M Buy
8,993,748
+39,561
+0.4% +$2.89M 8.86% 1
2022
Q4 		$650M Sell
8,954,187
-243,675
-3% -$17.5M 8.86% 1
2022
Q3 		$651M Sell
9,197,862
-636,684
-6% -$47.6M 9.2% 1
2022
Q2 		$736M Sell
9,834,546
-22,893
-0.2% -$1.74M 9.87% 1
2022
Q1 		$783M Buy
9,857,439
+1,109,209
+13% +$90.6M 8.7% 1
2021
Q4 		$741M Buy
8,748,230
+612,164
+8% +$52.1M 8.24% 1
2021
Q3 		$695M Buy
8,136,066
+260,791
+3% +$22.5M 8.2% 1
2021
Q2 		$676M Buy
7,875,275
+1,498,416
+23% +$128M 8.1% 1
2021
Q1 		$541M Buy
6,376,859
+68,086
+1% +$5.87M 7.05% 1
2020
Q4 		$556M Sell
6,308,773
-170,063
-3% -$15M 7.73% 1
2020
Q3 		$572M Buy
6,478,836
+378,248
+6% +$33.5M 8.88% 1
2020
Q2 		$538M Buy
6,100,588
+694,008
+13% +$60.7M 8.85% 1
2020
Q1 		$466M Sell
5,406,580
-86,288
-2% -$7.33M 8.48% 1
2019
Q4 		$461M Buy
5,492,868
+78,329
+1% +$6.59M 7.23% 1
2019
Q3 		$457M Sell
5,414,539
-51,605
-0.9% -$4.33M 7.74% 1
2019
Q2 		$454M Buy
5,466,144
+50,584
+0.9% +$4.12M 7.47% 1
2019
Q1 		$440M Buy
5,415,560
+185,907
+4% +$14.8M 7.56% 1
2018
Q4 		$414M Sell
5,229,653
-219,466
-4% -$17.2M 8.12% 1
2018
Q3 		$429M Buy
5,449,119
+373,806
+7% +$29.5M 7.73% 1
2018
Q2 		$402M Buy
5,075,313
+399,997
+9% +$31.6M 7.55% 1
2018
Q1 		$374M Buy
4,675,316
+868,966
+23% +$69.6M 7.27% 1
2017
Q4 		$310M Buy
3,806,350
+521,587
+16% +$42.6M 6.24% 2
2017
Q3 		$269M Buy
3,284,763
+419,443
+15% +$34.4M 5.87% 2
2017
Q2 		$234M Buy
2,865,320
+335,339
+13% +$27.4M 5.43% 2
2017
Q1 		$205M Buy
2,529,981
+175,748
+7% +$14.2M 5.17% 2
2016
Q4 		$190M Buy
2,354,233
+130,239
+6% +$10.7M 6.22% 1
2016
Q3 		$187M Sell
2,223,994
-360,737
-14% -$30.4M 5.41% 1
2016
Q2 		$218M Buy
2,584,731
+336,587
+15% +$28M 6.88% 1
2016
Q1 		$186M Buy
2,248,144
+523,224
+30% +$42.8M 6.41% 1
2015
Q4 		$139M Sell
1,724,920
-21,502
-1% -$1.75M 5.51% 2
2015
Q3 		$143M Sell
1,746,422
-12,033
-0.7% -$981K 6.08% 2
2015
Q2 		$143M Buy
1,758,455
+9,003
+0.5% +$740K 6.09% 2
2015
Q1 		$146M Sell
1,749,452
-70,856
-4% -$5.89M 6.36% 2
2014
Q4 		$150M Buy
1,820,308
+145,385
+9% +$12M 7.04% 2
2014
Q3 		$137M Buy
1,674,923
+277,230
+20% +$22.7M 7.07% 2
2014
Q2 		$115M Buy
1,397,693
+109,569
+9% +$8.95M 6.68% 2
2014
Q1 		$105M Buy
1,288,124
+123,875
+11% +$10M 7.14% 2
2013
Q4 		$93.2M Buy
1,164,249
+66,230
+6% +$5.35M 7.02% 2
2013
Q3 		$88.6M Buy
1,098,019
+92,144
+9% +$7.41M 7.73% 2
2013
Q2 		$81.4M Buy
+1,005,875
New +$83.4M 8.47% 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

Morningstar Investment Services's BND Position: Q1 2025 in Review

Morningstar Investment Services reduced its Vanguard Total Bond Market (BND) stake by 55% in Q1 2025, selling an estimated $72M and leaving 800,224 shares worth $58.8M. The position accounts for 10.77% of the portfolio, ranked #2.

Morningstar Investment Services first reported a position in BND in Q2 2013 and has held it in 48 quarters since. The position peaked at $1.32B in Q4 2023. 1,610 funds tracked by Wall St. Rank hold BND as of Q1 2025.

  • Morningstar Investment Services held 800,224 shares of Vanguard Total Bond Market worth $58.8M as of Q1 2025.
  • Morningstar Investment Services sold 991,685 Vanguard Total Bond Market shares in Q1 2025, an estimated $72M.
  • Vanguard Total Bond Market made up 10.77% of Morningstar Investment Services's portfolio in Q1 2025, its #2 holding.
  • Morningstar Investment Services first reported a position in Vanguard Total Bond Market in Q2 2013 and has held it in 48 quarters since.
  • Morningstar Investment Services's Vanguard Total Bond Market position peaked at $1.32B in Q4 2023.
  • 1,610 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2025.

Based on Morningstar Investment Services's 13F filing for Q1 2025, filed 5 May 2025.