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New England Capital Financial Advisors’s Vanguard Total Bond Market BND Stock Holding History

New England Capital Financial 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
Q3 		– Sell
-5
Closed -$368 – 423
2025
Q2 		$368 Buy
+5
New +$364 ﹤0.01% 392
2023
Q2 		– Sell
-327
Closed -$24.1K – 400
2023
Q1 		$24.1K Buy
327
+2
+0.6% +$146 0.02% 165
2022
Q4 		$24.1K Buy
+325
New +$23.3K 0.02% 167

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

New England Capital Financial Advisors's BND Position: Q3 2025 in Review

New England Capital Financial Advisors sold out of Vanguard Total Bond Market (BND) in Q3 2025, closing a stake of 5 shares — an estimated $368 sold.

New England Capital Financial Advisors first reported a position in BND in Q4 2022 and held it in 3 quarters. The position peaked at $24.1K in Q1 2023. 1,652 funds tracked by Wall St. Rank hold BND as of Q3 2025.

  • New England Capital Financial Advisors reported no remaining Vanguard Total Bond Market position as of Q3 2025 after selling out during the quarter.
  • New England Capital Financial Advisors sold 5 Vanguard Total Bond Market shares in Q3 2025, an estimated $368.
  • New England Capital Financial Advisors first reported a position in Vanguard Total Bond Market in Q4 2022 and held it in 3 quarters.
  • New England Capital Financial Advisors's Vanguard Total Bond Market position peaked at $24.1K in Q1 2023.
  • 1,652 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2025.

Based on New England Capital Financial Advisors's 13F filing for Q3 2025, filed 22 Oct 2025.