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O'Dell Group’s Vanguard Total Bond Market BND Stock Holding History

O'Dell Group’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 		– Sell
-4,052
Closed -$291K – 39
2024
Q4 		$291K Buy
+4,052
New +$296K 0.07% 75
2024
Q3 		– Sell
-2,846
Closed -$207K – 99
2024
Q2 		$207K Hold
2,846
– – 0.05% 86
2024
Q1 		$207K Buy
2,846
+139
+5% +$10.1K 0.05% 86
2023
Q4 		$199K Sell
2,707
-472
-15% -$33.3K 0.05% 85
2023
Q3 		$222K Buy
3,179
+23
+0.7% +$1.64K 0.07% 69
2023
Q2 		$229K Buy
3,156
+21
+0.7% +$1.54K 0.07% 73
2023
Q1 		$231K Buy
3,135
+13
+0.4% +$951 0.07% 66
2022
Q4 		$224K Buy
3,122
+26
+0.8% +$1.86K 0.08% 66
2022
Q3 		$221K Buy
3,096
+17
+0.6% +$1.27K 0.08% 58
2022
Q2 		$232K Sell
3,079
-12,541
-80% -$954K 0.08% 57
2022
Q1 		$1.24M Buy
15,620
+108
+0.7% +$8.82K 0.37% 23
2021
Q4 		$1.31M Buy
15,512
+119
+0.8% +$10.1K 0.38% 20
2021
Q3 		$1.31M Sell
15,393
-10,208
-40% -$881K 0.42% 21
2021
Q2 		$2.2M Buy
25,601
+7,679
+43% +$655K 0.7% 19
2021
Q1 		$1.52M Sell
17,922
-252
-1% -$21.7K 0.53% 21
2020
Q4 		$1.6M Sell
18,174
-2,838
-14% -$250K 0.62% 19
2020
Q3 		$1.85M Buy
21,012
+111
+0.5% +$9.84K 0.9% 16
2020
Q2 		$1.85M Buy
20,901
+129
+0.6% +$11.3K 0.97% 16
2020
Q1 		$1.77M Sell
20,772
-427
-2% -$36.3K 1.15% 16
2019
Q4 		$1.78M Buy
21,199
+691
+3% +$58.1K 0.89% 19
2019
Q3 		$1.73M Sell
20,508
-843
-4% -$70.7K 0.97% 18
2019
Q2 		$1.77M Buy
21,351
+7,508
+54% +$612K 1.08% 16
2019
Q1 		$1.12M Sell
13,843
-156
-1% -$12.5K 0.71% 20
2018
Q4 		$1.11M Buy
+13,999
New +$1.09M 0.82% 19

Other funds holding BND

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

O'Dell Group's BND Position: Q1 2025 in Review

O'Dell Group sold out of Vanguard Total Bond Market (BND) in Q1 2025, closing a stake of 4,052 shares — an estimated $291K sold.

O'Dell Group first reported a position in BND in Q4 2018 and held it in 24 quarters. The position peaked at $2.2M in Q2 2021. 1,612 funds tracked by Wall St. Rank hold BND as of Q1 2025.

  • O'Dell Group reported no remaining Vanguard Total Bond Market position as of Q1 2025 after selling out during the quarter.
  • O'Dell Group sold 4,052 Vanguard Total Bond Market shares in Q1 2025, an estimated $291K.
  • O'Dell Group first reported a position in Vanguard Total Bond Market in Q4 2018 and held it in 24 quarters.
  • O'Dell Group's Vanguard Total Bond Market position peaked at $2.2M in Q2 2021.
  • 1,612 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2025.

Based on O'Dell Group's 13F filing for Q1 2025, filed 21 Apr 2025.