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

Orleans 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 Q1	$464K	Hold	6,300	–	–	0.31%	71
2025 Q4	$467K	Sell	6,300 -9,875	-61%	-$735K	0.29%	78
2025 Q3	$1.2M	Sell	16,175 -1,400	-8%	-$103K	0.78%	41
2025 Q2	$1.29M	Sell	17,575 -1,100	-6%	-$80K	0.69%	47
2025 Q1	$1.37M	Buy	18,675 +750	+4%	+$54.4K	0.81%	44
2024 Q4	$1.29M	Sell	17,925 -700	-4%	-$51.2K	0.72%	44
2024 Q3	$1.4M	Buy	+18,625	New	+$1.38M	0.79%	45

Other funds holding BND

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Orleans Capital Management's BND Position: Q1 2026 in Review

Orleans Capital Management held its Vanguard Total Bond Market (BND) position steady in Q1 2026 at 6,300 shares worth $464K. The position accounts for 0.31% of the portfolio, ranked #71.

Orleans Capital Management first reported a position in BND in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.4M in Q3 2024. 1,764 funds tracked by Wall St. Rank hold BND as of Q1 2026.

Orleans Capital Management held 6,300 shares of Vanguard Total Bond Market worth $464K as of Q1 2026.
Orleans Capital Management left its Vanguard Total Bond Market share count unchanged in Q1 2026.
Vanguard Total Bond Market made up 0.31% of Orleans Capital Management's portfolio in Q1 2026, its #71 holding.
Orleans Capital Management first reported a position in Vanguard Total Bond Market in Q3 2024 and has held it in 7 quarters since.
Orleans Capital Management's Vanguard Total Bond Market position peaked at $1.4M in Q3 2024.
1,764 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Orleans Capital Management's 13F filing for Q1 2026, filed 14 May 2026.