One Capital Management’s Vanguard Total Bond Market BND Stock Holding History

One Capital Management’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	$730K	Hold	9,914	–	–	0.02%	343
2026 Q1	$730K	Buy	+9,914	New	+$736K	0.02%	340
2024 Q1	–	Sell	-56,366	Closed	-$4.15M	–	303
2023 Q4	$4.15M	Buy	56,366 +53,184	+1,671%	+$3.75M	0.16%	116
2023 Q3	$222K	Sell	3,182 -164,095	-98%	-$11.7M	0.01%	261
2023 Q2	$12.2M	Buy	167,277 +22,449	+16%	+$1.64M	0.55%	47
2023 Q1	$10.7M	Buy	+144,828	New	+$10.6M	0.53%	50
2022 Q2	–	Sell	-2,816	Closed	-$223K	–	321
2022 Q1	$223K	Sell	2,816 -28	-1%	-$2.29K	0.01%	304
2021 Q4	$241K	Buy	+2,844	New	+$242K	0.02%	246
2021 Q1	–	Sell	-7,209	Closed	-$636K	–	168
2020 Q4	$636K	Sell	7,209 -20,282	-74%	-$1.78M	0.08%	117
2020 Q3	$2.42M	Sell	27,491 -2,739	-9%	-$243K	0.33%	80
2020 Q2	$2.67M	Buy	30,230 +3,721	+14%	+$325K	0.38%	76
2020 Q1	$2.26M	Buy	+26,509	New	+$2.25M	0.38%	65
2015 Q3	–	Sell	-10,041	Closed	-$816K	–	139
2015 Q2	$816K	Hold	10,041	–	–	0.23%	96
2015 Q1	$837K	Buy	10,041 +3,841	+62%	+$319K	0.25%	89
2014 Q4	$511K	Buy	+6,200	New	+$511K	0.19%	94

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

One Capital Management's BND Position: Q2 2026 in Review

One Capital Management held its Vanguard Total Bond Market (BND) position steady in Q2 2026 at 9,914 shares worth $730K. The position accounts for 0.02% of the portfolio, ranked #343.

One Capital Management first reported a position in BND in Q4 2014 and has held it in 15 quarters since. The position peaked at $12.2M in Q2 2023. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

One Capital Management held 9,914 shares of Vanguard Total Bond Market worth $730K as of Q2 2026.
One Capital Management left its Vanguard Total Bond Market share count unchanged in Q2 2026.
Vanguard Total Bond Market made up 0.02% of One Capital Management's portfolio in Q2 2026, its #343 holding.
One Capital Management first reported a position in Vanguard Total Bond Market in Q4 2014 and has held it in 15 quarters since.
One Capital Management's Vanguard Total Bond Market position peaked at $12.2M in Q2 2023.
1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on One Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.