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

Orion 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	–	Sell	-20	Closed	-$1.47K	–	515
2026 Q1	$1.47K	Sell	20 -408	-95%	-$30.3K	﹤0.01%	445
2025 Q4	$31.7K	Hold	428	–	–	0.01%	309
2025 Q3	$31.8K	Buy	+428	New	+$31.5K	0.01%	305
2025 Q1	–	Sell	-186	Closed	-$13.4K	–	480
2024 Q4	$13.4K	Buy	+186	New	+$13.6K	0.01%	346
2022 Q4	–	Sell	-198	Closed	-$14K	–	396
2022 Q3	$14K	Hold	198	–	–	0.01%	293
2022 Q2	$15K	Sell	198 -4,760	-96%	-$362K	0.01%	291
2022 Q1	$394K	Sell	4,958 -190	-4%	-$15.5K	0.24%	75
2021 Q4	$436K	Sell	5,148 -8	-0.2%	-$681	0.25%	76
2021 Q3	$441K	Buy	+5,156	New	+$445K	0.27%	73

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

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

Orion Capital Management sold out of Vanguard Total Bond Market (BND) in Q2 2026, closing a stake of 20 shares — an estimated $1.47K sold.

Orion Capital Management first reported a position in BND in Q3 2021 and held it in 9 quarters. The position peaked at $441K in Q3 2021. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Orion Capital Management reported no remaining Vanguard Total Bond Market position as of Q2 2026 after selling out during the quarter.
Orion Capital Management sold 20 Vanguard Total Bond Market shares in Q2 2026, an estimated $1.47K.
Orion Capital Management first reported a position in Vanguard Total Bond Market in Q3 2021 and held it in 9 quarters.
Orion Capital Management's Vanguard Total Bond Market position peaked at $441K in Q3 2021.
1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Orion Capital Management's 13F filing for Q2 2026, filed 18 Aug 2026.