ORG Partners’s Vanguard Total Bond Market BND Stock Holding History

ORG Partners’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	$224K	Sell	3,025 -150	-5%	-$11.2K	0.04%	317
2025 Q3	$236K	Buy	3,175 +127	+4%	+$9.35K	0.04%	313
2025 Q2	$224K	Buy	3,048 +19	+0.6%	+$1.38K	0.05%	299
2025 Q1	$222K	Buy	3,029 +2,884	+1,989%	+$209K	0.05%	259
2024 Q4	$10.4K	Buy	145 +133	+1,108%	+$9.72K	﹤0.01%	884
2024 Q3	$901	Hold	12	–	–	﹤0.01%	1008
2024 Q2	$862	Buy	+12	New	+$859	﹤0.01%	1579
2024 Q1	–	Sell	-565	Closed	-$41.6K	–	600
2023 Q4	$41.6K	Buy	+565	New	+$39.9K	0.01%	563
2023 Q3	–	Sell	-1,089	Closed	-$78.7K	–	1391
2023 Q2	$78.7K	Buy	+1,089	New	+$79.8K	0.01%	579

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

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

ORG Partners's BND Position: Q4 2025 in Review

ORG Partners reduced its Vanguard Total Bond Market (BND) stake by 4.7% in Q4 2025, selling an estimated $11.2K and leaving 3,025 shares worth $224K. The position accounts for 0.04% of the portfolio, ranked #317.

ORG Partners first reported a position in BND in Q2 2023 and has held it in 9 quarters since. The position peaked at $236K in Q3 2025. 1,795 funds tracked by Wall St. Rank hold BND as of Q4 2025.

ORG Partners held 3,025 shares of Vanguard Total Bond Market worth $224K as of Q4 2025.
ORG Partners sold 150 Vanguard Total Bond Market shares in Q4 2025, an estimated $11.2K.
Vanguard Total Bond Market made up 0.04% of ORG Partners's portfolio in Q4 2025, its #317 holding.
ORG Partners first reported a position in Vanguard Total Bond Market in Q2 2023 and has held it in 9 quarters since.
ORG Partners's Vanguard Total Bond Market position peaked at $236K in Q3 2025.
1,795 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.