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ProVise Management Group’s Vanguard Total Bond Market BND Stock Holding History

ProVise Management Group’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
Q4 		– Sell
-4,965
Closed -$369K – 258
2025
Q3 		$369K Sell
4,965
-148
-3% -$10.9K 0.03% 192
2025
Q2 		$376K Buy
+5,113
New +$372K 0.03% 194
2024
Q4 		– Sell
-6,472
Closed -$486K – 261
2024
Q3 		$486K Buy
6,472
+6
+0.1% +$444 0.04% 192
2024
Q2 		$466K Sell
6,466
-466
-7% -$33.4K 0.04% 190
2024
Q1 		$503K Sell
6,932
-240
-3% -$17.4K 0.04% 185
2023
Q4 		$528K Sell
7,172
-2,088
-23% -$147K 0.04% 218
2023
Q3 		$646K Sell
9,260
-1,207
-12% -$86.2K 0.06% 201
2023
Q2 		$761K Sell
10,467
-958
-8% -$70.2K 0.07% 192
2023
Q1 		$844K Buy
11,425
+2,928
+34% +$214K 0.08% 177
2022
Q4 		$610K Sell
8,497
-82
-1% -$5.87K 0.06% 193
2022
Q3 		$612K Buy
8,579
+82
+1% +$6.14K 0.07% 187
2022
Q2 		$639K Sell
8,497
-2,857
-25% -$217K 0.07% 187
2022
Q1 		$903K Buy
11,354
+2,548
+29% +$208K 0.09% 180
2021
Q4 		$746K Sell
8,806
-85
-1% -$7.24K 0.07% 211
2021
Q3 		$760K Hold
8,891
– – 0.08% 198
2021
Q2 		$764K Hold
8,891
– – 0.08% 195
2021
Q1 		$753K Sell
8,891
-100
-1% -$8.62K 0.08% 186
2020
Q4 		$793K Hold
8,991
– – 0.09% 178
2020
Q3 		$793K Hold
8,991
– – 0.11% 162
2020
Q2 		$794K Sell
8,991
-493
-5% -$43.1K 0.11% 151
2020
Q1 		$809K Sell
9,484
-550
-5% -$46.7K 0.14% 142
2019
Q4 		$841K Hold
10,034
– – 0.1% 156
2019
Q3 		$847K Hold
10,034
– – 0.11% 155
2019
Q2 		$834K Sell
10,034
-1,130
-10% -$92.1K 0.11% 158
2019
Q1 		$906K Sell
11,164
-141
-1% -$11.3K 0.13% 148
2018
Q4 		$895K Buy
11,305
+50
+0.4% +$3.91K 0.14% 147
2018
Q3 		$886K Sell
11,255
-125
-1% -$9.88K 0.12% 162
2018
Q2 		$901K Sell
11,380
-2,012
-15% -$159K 0.07% 172
2018
Q1 		$1.07M Sell
13,392
-313
-2% -$25.1K 0.16% 141
2017
Q4 		$1.12M Sell
13,705
-32
-0.2% -$2.61K 0.16% 136
2017
Q3 		$1.13M Sell
13,737
-43
-0.3% -$3.53K 0.16% 139
2017
Q2 		$1.13M Buy
13,780
+1,490
+12% +$122K 0.17% 137
2017
Q1 		$997K Sell
12,290
-852
-6% -$68.9K 0.16% 144
2016
Q4 		$1.06M Buy
13,142
+9,039
+220% +$740K 0.18% 135
2016
Q3 		$345K Buy
4,103
+12
+0.3% +$1.01K 0.06% 243
2016
Q2 		$345K Buy
4,091
+12
+0.3% +$997 0.06% 240
2016
Q1 		$338K Sell
4,079
-329
-7% -$26.9K 0.07% 211
2015
Q4 		$356K Buy
4,408
+1,049
+31% +$85.4K 0.07% 212
2015
Q3 		$275K Buy
3,359
+99
+3% +$8.07K 0.06% 225
2015
Q2 		$265K Buy
+3,260
New +$268K 0.06% 249

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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 $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

ProVise Management Group's BND Position: Q4 2025 in Review

ProVise Management Group sold out of Vanguard Total Bond Market (BND) in Q4 2025, closing a stake of 4,965 shares — an estimated $369K sold.

ProVise Management Group first reported a position in BND in Q2 2015 and held it in 40 quarters. The position peaked at $1.13M in Q2 2017. 1,798 funds tracked by Wall St. Rank hold BND as of Q4 2025.

  • ProVise Management Group reported no remaining Vanguard Total Bond Market position as of Q4 2025 after selling out during the quarter.
  • ProVise Management Group sold 4,965 Vanguard Total Bond Market shares in Q4 2025, an estimated $369K.
  • ProVise Management Group first reported a position in Vanguard Total Bond Market in Q2 2015 and held it in 40 quarters.
  • ProVise Management Group's Vanguard Total Bond Market position peaked at $1.13M in Q2 2017.
  • 1,798 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2025.

Based on ProVise Management Group's 13F filing for Q4 2025, filed 29 Jan 2026.