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Orion Portfolio Solutions’s Vanguard Total Bond Market BND Stock Holding History

Orion Portfolio Solutions’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 		$16M Buy
218,282
+24,989
+13% +$1.81M 0.16% 121
2024
Q4 		$13.9M Buy
193,293
+30,630
+19% +$2.24M 0.14% 134
2024
Q3 		$12.2M Buy
162,663
+6,615
+4% +$490K 0.12% 164
2024
Q2 		$11.2M Buy
156,048
+6,423
+4% +$460K 0.12% 164
2024
Q1 		$10.9M Sell
149,625
-5,587
-4% -$405K 0.12% 180
2023
Q4 		$11.3M Sell
155,212
-25,075
-14% -$1.77M 0.13% 158
2023
Q3 		$12.6M Sell
180,287
-8,187
-4% -$584K 0.15% 141
2023
Q2 		$13.7M Sell
188,474
-25,176
-12% -$1.84M 0.15% 139
2023
Q1 		$15.8M Buy
213,650
+93,815
+78% +$6.86M 0.19% 105
2022
Q4 		$8.61M Buy
119,835
+19,485
+19% +$1.4M 0.3% 50
2022
Q3 		$7.16M Sell
100,350
-4,354
-4% -$326K 0.28% 54
2022
Q2 		$7.88M Sell
104,704
-5,209
-5% -$396K 0.32% 54
2022
Q1 		$8.74M Sell
109,913
-5,189
-5% -$424K 0.31% 54
2021
Q4 		$9.76M Buy
115,102
+4,104
+4% +$350K 0.33% 54
2021
Q3 		$9.48M Buy
110,998
+3,206
+3% +$277K 0.35% 48
2021
Q2 		$9.26M Buy
107,792
+3,782
+4% +$323K 0.36% 48
2021
Q1 		$8.81M Buy
104,010
+18,941
+22% +$1.63M 0.38% 47
2020
Q4 		$7.5M Buy
85,069
+328
+0.4% +$28.9K 0.35% 51
2020
Q3 		$7.48M Buy
84,741
+49,547
+141% +$4.39M 0.39% 46
2020
Q2 		$3.11M Buy
35,194
+18,295
+108% +$1.6M 0.17% 85
2020
Q1 		$1.44M Sell
16,899
-115,027
-87% -$9.77M 0.1% 98
2019
Q4 		$11.1M Buy
+131,926
New +$11.1M 0.87% 26

Other funds holding BND

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Orion Portfolio Solutions's BND Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Vanguard Total Bond Market (BND) stake by 13% in Q1 2025, buying an estimated $1.81M and bringing the position to 218,282 shares worth $16M. The position accounts for 0.16% of the portfolio, ranked #121.

Orion Portfolio Solutions first reported a position in BND in Q4 2019 and has held it in 22 quarters since. 1,609 funds tracked by Wall St. Rank hold BND as of Q1 2025.

  • Orion Portfolio Solutions held 218,282 shares of Vanguard Total Bond Market worth $16M as of Q1 2025.
  • Orion Portfolio Solutions bought 24,989 Vanguard Total Bond Market shares in Q1 2025, an estimated $1.81M.
  • Vanguard Total Bond Market made up 0.16% of Orion Portfolio Solutions's portfolio in Q1 2025, its #121 holding.
  • Orion Portfolio Solutions first reported a position in Vanguard Total Bond Market in Q4 2019 and has held it in 22 quarters since.
  • 1,609 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.