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

Oakworth 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 		$163M Buy
2,206,842
+129,014
+6% +$9.57M 8.6% 2
2025
Q4 		$154M Buy
2,077,828
+164,560
+9% +$12.2M 8.4% 3
2025
Q3 		$142M Buy
1,913,268
+82,258
+4% +$6.06M 8.22% 3
2025
Q2 		$135M Buy
1,831,010
+90,436
+5% +$6.58M 8.69% 3
2025
Q1 		$128M Sell
1,740,574
-2,276
-0.1% -$165K 8.9% 2
2024
Q4 		$125M Buy
1,742,850
+76,179
+5% +$5.57M 8.62% 3
2024
Q3 		$125M Buy
1,666,671
+95,972
+6% +$7.1M 8.68% 3
2024
Q2 		$113M Buy
1,570,699
+17,021
+1% +$1.22M 8.27% 3
2024
Q1 		$113M Buy
1,553,678
+63,460
+4% +$4.61M 8.5% 3
2023
Q4 		$110M Buy
+1,490,218
New +$105M 8.79% 3
2023
Q3 		– Sell
-21
Closed -$1.53K – 606
2023
Q2 		$1.53K Hold
21
– – ﹤0.01% 595
2023
Q1 		$1.55K Hold
21
– – ﹤0.01% 551
2022
Q4 		$1.51K Buy
+21
New +$1.5K ﹤0.01% 535

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

Oakworth Capital's BND Position: Q1 2026 in Review

Oakworth Capital increased its Vanguard Total Bond Market (BND) stake by 6.2% in Q1 2026, buying an estimated $9.57M and bringing the position to 2,206,842 shares worth $163M. The position accounts for 8.6% of the portfolio, ranked #2.

Oakworth Capital first reported a position in BND in Q4 2022 and has held it in 13 quarters since. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Oakworth Capital held 2,206,842 shares of Vanguard Total Bond Market worth $163M as of Q1 2026.
  • Oakworth Capital bought 129,014 Vanguard Total Bond Market shares in Q1 2026, an estimated $9.57M.
  • Vanguard Total Bond Market made up 8.6% of Oakworth Capital's portfolio in Q1 2026, its #2 holding.
  • Oakworth Capital first reported a position in Vanguard Total Bond Market in Q4 2022 and has held it in 13 quarters since.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Oakworth Capital's 13F filing for Q1 2026, filed 24 Apr 2026.