Nicolet Advisory Services’s Vanguard Total Bond Market BND Stock Holding History

Nicolet Advisory 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 Q4	$19.3M	Buy	260,374 +6,767	+3%	+$504K	1.3%	16
2025 Q3	$18.8M	Buy	253,607 +14,085	+6%	+$1.04M	1.47%	15
2025 Q2	$17.6M	Buy	239,522 +201	+0.1%	+$14.6K	1.5%	14
2025 Q1	$17.3M	Sell	239,321 -38,975	-14%	-$2.83M	1.71%	13
2024 Q4	$19.8M	Buy	278,296 +3,798	+1%	+$278K	1.82%	12
2024 Q3	$20.5M	Buy	274,498 +6,996	+3%	+$518K	1.93%	10
2024 Q2	$19.4M	Sell	267,502 -481,828	-64%	-$34.5M	1.86%	11
2024 Q1	$53.9M	Buy	749,330 +6,924	+0.9%	+$502K	5.47%	3
2023 Q4	$54M	Sell	742,406 -48,278	-6%	-$3.41M	5.81%	3
2023 Q3	$54.6M	Sell	790,684 -38,368	-5%	-$2.74M	6.04%	3
2023 Q2	$59.3M	Sell	829,052 -340,299	-29%	-$24.9M	6.51%	3
2023 Q1	$87M	Buy	1,169,351 +21,829	+2%	+$1.6M	10.03%	3
2022 Q4	$84.5M	Sell	1,147,522 -7,760	-0.7%	-$556K	11.17%	3
2022 Q3	$81.6M	Buy	1,155,282 +244,730	+27%	+$18.3M	13.31%	3
2022 Q2	$68.4M	Sell	910,552 -203,539	-18%	-$15.5M	10.16%	3
2022 Q1	$86.5M	Sell	1,114,091 -17,165	-2%	-$1.4M	11.29%	3
2021 Q4	$95.9M	Buy	1,131,256 +35,715	+3%	+$3.04M	11.79%	3
2021 Q3	$93.6M	Buy	1,095,541 +10,978	+1%	+$948K	11.88%	3
2021 Q2	$93.2M	Buy	1,084,563 +16,693	+2%	+$1.42M	12.15%	3
2021 Q1	$90.5M	Sell	1,067,870 -28,757	-3%	-$2.48M	12.69%	3
2020 Q4	$96.7M	Buy	1,096,627 +81,669	+8%	+$7.19M	13.56%	3
2020 Q3	$89.5M	Buy	1,014,958 +88,754	+10%	+$7.87M	13.91%	3
2020 Q2	$81.8M	Buy	926,204 +467,908	+102%	+$40.9M	12.57%	3
2020 Q1	$39.1M	Buy	458,296 +177,423	+63%	+$15.1M	6.89%	3
2019 Q4	$23.6M	Buy	280,873 +174,786	+165%	+$14.7M	3.7%	6
2019 Q3	$8.96M	Buy	106,087 +93,729	+758%	+$7.86M	1.36%	19
2019 Q2	$1.03M	Sell	12,358 -83	-0.7%	-$6.76K	0.16%	52
2019 Q1	$1.01M	Buy	+12,441	New	+$994K	0.17%	50

Other funds holding BND

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Align Financial Hermantown, Minnesota $176M AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Nicolet Advisory Services's BND Position: Q4 2025 in Review

Nicolet Advisory Services increased its Vanguard Total Bond Market (BND) stake by 2.7% in Q4 2025, buying an estimated $504K and bringing the position to 260,374 shares worth $19.3M. The position accounts for 1.3% of the portfolio, ranked #16.

Nicolet Advisory Services first reported a position in BND in Q1 2019 and has held it in 28 quarters since. The position peaked at $96.7M in Q4 2020. 1,786 funds tracked by Wall St. Rank hold BND as of Q4 2025.

Nicolet Advisory Services held 260,374 shares of Vanguard Total Bond Market worth $19.3M as of Q4 2025.
Nicolet Advisory Services bought 6,767 Vanguard Total Bond Market shares in Q4 2025, an estimated $504K.
Vanguard Total Bond Market made up 1.3% of Nicolet Advisory Services's portfolio in Q4 2025, its #16 holding.
Nicolet Advisory Services first reported a position in Vanguard Total Bond Market in Q1 2019 and has held it in 28 quarters since.
Nicolet Advisory Services's Vanguard Total Bond Market position peaked at $96.7M in Q4 2020.
1,786 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.