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

Passive 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	$2.96M	Buy	40,153 +8,431	+27%	+$625K	0.88%	19
2025 Q4	$2.35M	Buy	31,722 +1,901	+6%	+$141K	0.73%	19
2025 Q3	$2.22M	Buy	29,821 +5,330	+22%	+$392K	0.72%	20
2025 Q2	$1.8M	Buy	24,491 +2,507	+11%	+$182K	0.56%	26
2025 Q1	$1.61M	Buy	21,984 +2,411	+12%	+$175K	0.51%	27
2024 Q4	$1.41M	Buy	19,573 +1,940	+11%	+$142K	0.5%	27
2024 Q3	$1.32M	Buy	17,633 +2,938	+20%	+$217K	0.46%	26
2024 Q2	$1.06M	Buy	+14,695	New	+$1.05M	0.39%	29

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

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

Passive Capital Management increased its Vanguard Total Bond Market (BND) stake by 27% in Q1 2026, buying an estimated $625K and bringing the position to 40,153 shares worth $2.96M. The position accounts for 0.88% of the portfolio, ranked #19.

Passive Capital Management first reported a position in BND in Q2 2024 and has held it in 8 quarters since. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

Passive Capital Management held 40,153 shares of Vanguard Total Bond Market worth $2.96M as of Q1 2026.
Passive Capital Management bought 8,431 Vanguard Total Bond Market shares in Q1 2026, an estimated $625K.
Vanguard Total Bond Market made up 0.88% of Passive Capital Management's portfolio in Q1 2026, its #19 holding.
Passive Capital Management first reported a position in Vanguard Total Bond Market in Q2 2024 and has held it in 8 quarters since.
1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

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