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Pinnacle Associates’s Vanguard Total Bond Market BND Stock Holding History

Pinnacle Associates’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 		$30.4M Buy
412,148
+22,221
+6% +$1.65M 0.39% 61
2025
Q4 		$28.9M Buy
389,927
+38,832
+11% +$2.89M 0.37% 63
2025
Q3 		$26.1M Buy
351,095
+27,847
+9% +$2.05M 0.35% 69
2025
Q2 		$23.8M Buy
323,248
+19,349
+6% +$1.41M 0.34% 68
2025
Q1 		$22.3M Buy
303,899
+13,378
+5% +$971K 0.33% 71
2024
Q4 		$20.9M Buy
290,521
+78,307
+37% +$5.73M 0.28% 81
2024
Q3 		$15.6M Sell
212,214
-36,523
-15% -$2.7M 0.27% 107
2024
Q2 		$17.9M Buy
248,737
+15,136
+6% +$1.08M 0.28% 96
2024
Q1 		$17M Buy
233,601
+21,387
+10% +$1.55M 0.27% 102
2023
Q4 		$15.6M Buy
212,214
+14,987
+8% +$1.06M 0.26% 108
2023
Q3 		$13.8M Buy
197,227
+15,592
+9% +$1.11M 0.26% 110
2023
Q2 		$13.2M Buy
181,635
+24,995
+16% +$1.83M 0.23% 120
2023
Q1 		$11.6M Buy
156,640
+40,586
+35% +$2.97M 0.24% 124
2022
Q4 		$8.34M Sell
116,054
-4,980
-4% -$357K 0.18% 146
2022
Q3 		$8.63M Sell
121,034
-18,470
-13% -$1.38M 0.2% 142
2022
Q2 		$10.5M Sell
139,504
-6,274
-4% -$477K 0.23% 130
2022
Q1 		$11.6M Sell
145,778
-68,462
-32% -$5.59M 0.21% 134
2021
Q4 		$18.2M Sell
214,240
-1,292
-0.6% -$110K 0.31% 96
2021
Q3 		$18.4M Buy
215,532
+9,960
+5% +$860K 0.34% 81
2021
Q2 		$17.7M Buy
205,572
+4,057
+2% +$346K 0.32% 91
2021
Q1 		$17.1M Sell
201,515
-541
-0.3% -$46.7K 0.33% 86
2020
Q4 		$17.8M Buy
202,056
+12,998
+7% +$1.14M 0.36% 76
2020
Q3 		$16.7M Buy
189,058
+6,199
+3% +$550K 0.4% 72
2020
Q2 		$16.2M Buy
182,859
+11,710
+7% +$1.02M 0.4% 70
2020
Q1 		$14.6M Buy
171,149
+6,407
+4% +$544K 0.44% 67
2019
Q4 		$13.8M Buy
164,742
+11,133
+7% +$936K 0.3% 93
2019
Q3 		$13M Buy
153,609
+6,829
+5% +$572K 0.31% 89
2019
Q2 		$12.2M Buy
146,780
+7,655
+6% +$624K 0.29% 97
2019
Q1 		$11.3M Buy
139,125
+36,164
+35% +$2.89M 0.26% 110
2018
Q4 		$8.16M Sell
102,961
-15,209
-13% -$1.19M 0.21% 131
2018
Q3 		$9.3M Buy
118,170
+1,307
+1% +$103K 0.19% 143
2018
Q2 		$9.25M Buy
116,863
+84
+0.1% +$6.64K 0.19% 143
2018
Q1 		$9.33M Sell
116,779
-3,744
-3% -$300K 0.18% 140
2017
Q4 		$9.83M Buy
120,523
+8,777
+8% +$717K 0.19% 137
2017
Q3 		$9.16M Buy
111,746
+3,707
+3% +$304K 0.17% 148
2017
Q2 		$8.84M Sell
108,039
-3,505
-3% -$286K 0.17% 142
2017
Q1 		$9.04M Buy
111,544
+3,748
+3% +$303K 0.17% 144
2016
Q4 		$8.71M Buy
107,796
+3,372
+3% +$276K 0.18% 144
2016
Q3 		$8.79M Buy
104,424
+4,751
+5% +$400K 0.18% 140
2016
Q2 		$8.4M Buy
99,673
+3,702
+4% +$308K 0.18% 139
2016
Q1 		$7.95M Buy
95,971
+5,227
+6% +$428K 0.17% 140
2015
Q4 		$7.33M Buy
90,744
+1,766
+2% +$144K 0.15% 145
2015
Q3 		$7.29M Sell
88,978
-2,903
-3% -$237K 0.16% 147
2015
Q2 		$7.47M Buy
91,881
+7,280
+9% +$599K 0.14% 155
2015
Q1 		$7.05M Buy
84,601
+12,534
+17% +$1.04M 0.13% 165
2014
Q4 		$5.94M Buy
72,067
+2,413
+3% +$199K 0.12% 173
2014
Q3 		$5.71M Buy
69,654
+7,277
+12% +$597K 0.12% 173
2014
Q2 		$5.13M Buy
62,377
+365
+0.6% +$29.8K 0.1% 181
2014
Q1 		$5.04M Buy
62,012
+500
+0.8% +$40.5K 0.1% 175
2013
Q4 		$4.92M Sell
61,512
-1,255
-2% -$101K 0.1% 190
2013
Q3 		$5.08M Sell
62,767
-1,703
-3% -$137K 0.11% 180
2013
Q2 		$5.21M Buy
+64,470
New +$5.35M 0.12% 175

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Pinnacle Associates's BND Position: Q1 2026 in Review

Pinnacle Associates increased its Vanguard Total Bond Market (BND) stake by 5.7% in Q1 2026, buying an estimated $1.65M and bringing the position to 412,148 shares worth $30.4M. The position accounts for 0.39% of the portfolio, ranked #61.

Pinnacle Associates first reported a position in BND in Q2 2013 and has held it in 52 quarters since. 1,764 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Pinnacle Associates held 412,148 shares of Vanguard Total Bond Market worth $30.4M as of Q1 2026.
  • Pinnacle Associates bought 22,221 Vanguard Total Bond Market shares in Q1 2026, an estimated $1.65M.
  • Vanguard Total Bond Market made up 0.39% of Pinnacle Associates's portfolio in Q1 2026, its #61 holding.
  • Pinnacle Associates first reported a position in Vanguard Total Bond Market in Q2 2013 and has held it in 52 quarters since.
  • 1,764 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.