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Napatree Capital’s Vanguard Total Bond Market BND Stock Holding History

Napatree 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
2025
Q1 		$501K Hold
6,819
– – 0.28% 97
2024
Q4 		$490K Hold
6,819
– – 0.29% 93
2024
Q3 		$512K Hold
6,819
– – 0.36% 86
2024
Q2 		$491K Hold
6,819
– – 0.4% 79
2024
Q1 		$482K Hold
6,819
– – 0.47% 77
2023
Q4 		$502K Buy
+6,819
New +$481K 0.5% 74

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

Napatree Capital's BND Position: Q1 2025 in Review

Napatree Capital held its Vanguard Total Bond Market (BND) position steady in Q1 2025 at 6,819 shares worth $501K. The position accounts for 0.28% of the portfolio, ranked #97.

Napatree Capital first reported a position in BND in Q4 2023 and has held it in 6 quarters since. The position peaked at $512K in Q3 2024. 1,610 funds tracked by Wall St. Rank hold BND as of Q1 2025.

  • Napatree Capital held 6,819 shares of Vanguard Total Bond Market worth $501K as of Q1 2025.
  • Napatree Capital left its Vanguard Total Bond Market share count unchanged in Q1 2025.
  • Vanguard Total Bond Market made up 0.28% of Napatree Capital's portfolio in Q1 2025, its #97 holding.
  • Napatree Capital first reported a position in Vanguard Total Bond Market in Q4 2023 and has held it in 6 quarters since.
  • Napatree Capital's Vanguard Total Bond Market position peaked at $512K in Q3 2024.
  • 1,610 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2025.

Based on Napatree Capital's 13F filing for Q1 2025, filed 2 May 2025.