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

Oarsman 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 Q2	$416K	Buy	+5,673	New	+$416K	0.04%	159
2025 Q3	–	Sell	-4,385	Closed	-$323K	–	254
2025 Q2	$323K	Sell	4,385 -27	-0.6%	-$1.96K	0.05%	176
2025 Q1	$324K	Sell	4,412 -345	-7%	-$25K	0.06%	171
2024 Q4	$342K	Sell	4,757 -5,599	-54%	-$409K	0.06%	163
2024 Q3	$778K	Buy	+10,356	New	+$766K	0.14%	104
2024 Q2	–	Sell	-3,355	Closed	-$244K	–	235
2024 Q1	$244K	Sell	3,355 -790	-19%	-$57.3K	0.06%	205
2023 Q4	$305K	Buy	+4,145	New	+$293K	0.08%	170

Other funds holding BND

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Oarsman Capital's BND Position: Q2 2026 in Review

Oarsman Capital opened a new position in Vanguard Total Bond Market (BND) in Q2 2026: 5,673 shares worth $416K. The stake represents 0.04% of the portfolio and ranks #159 among its holdings. This is a return to the name: Oarsman Capital previously reported a position in BND as recently as Q2 2025.

Oarsman Capital first reported a position in BND in Q4 2023 and has held it in 7 quarters since. The position peaked at $778K in Q3 2024. 1,822 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Oarsman Capital held 5,673 shares of Vanguard Total Bond Market worth $416K as of Q2 2026.
Vanguard Total Bond Market was a new Oarsman Capital position in Q2 2026.
Vanguard Total Bond Market made up 0.04% of Oarsman Capital's portfolio in Q2 2026, its #159 holding.
Oarsman Capital first reported a position in Vanguard Total Bond Market in Q4 2023 and has held it in 7 quarters since.
Oarsman Capital's Vanguard Total Bond Market position peaked at $778K in Q3 2024.
1,822 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Oarsman Capital's 13F filing for Q2 2026, filed 7 Aug 2026.