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

Rappaport Reiches 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
2025
Q1 		$53.9M Buy
733,304
+38,343
+6% +$2.78M 13.46% 2
2024
Q4 		$50M Buy
694,961
+92,347
+15% +$6.75M 12.9% 2
2024
Q3 		$45.3M Buy
602,614
+47,099
+8% +$3.49M 12.03% 2
2024
Q2 		$40M Buy
555,515
+51,973
+10% +$3.72M 11.8% 2
2024
Q1 		$36.6M Buy
503,542
+47,410
+10% +$3.44M 11.45% 2
2023
Q4 		$33.5M Buy
456,132
+22,833
+5% +$1.61M 12.28% 2
2023
Q3 		$30.2M Buy
433,299
+21,908
+5% +$1.56M 12.74% 2
2023
Q2 		$29.9M Sell
411,391
-3,195
-0.8% -$234K 12.49% 2
2023
Q1 		$30.6M Sell
414,586
-98,073
-19% -$7.18M 13.57% 2
2022
Q4 		$36.8M Buy
512,659
+74,520
+17% +$5.34M 18.18% 1
2022
Q3 		$31.3M Buy
438,139
+29,880
+7% +$2.24M 15.87% 2
2022
Q2 		$30.7M Buy
408,259
+114,443
+39% +$8.71M 15.41% 2
2022
Q1 		$23.4M Sell
293,816
-61,069
-17% -$4.99M 12.46% 2
2021
Q4 		$30.1M Buy
354,885
+67,928
+24% +$5.79M 25.85% 1
2021
Q3 		$24.5M Buy
286,957
+67,826
+31% +$5.86M 24.26% 1
2021
Q2 		$18.8M Buy
+219,131
New +$18.7M 19.8% 2

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

Rappaport Reiches Capital Management's BND Position: Q1 2025 in Review

Rappaport Reiches Capital Management increased its Vanguard Total Bond Market (BND) stake by 5.5% in Q1 2025, buying an estimated $2.78M and bringing the position to 733,304 shares worth $53.9M. The position accounts for 13.46% of the portfolio, ranked #2.

Rappaport Reiches Capital Management first reported a position in BND in Q2 2021 and has held it in 16 quarters since. 1,610 funds tracked by Wall St. Rank hold BND as of Q1 2025.

  • Rappaport Reiches Capital Management held 733,304 shares of Vanguard Total Bond Market worth $53.9M as of Q1 2025.
  • Rappaport Reiches Capital Management bought 38,343 Vanguard Total Bond Market shares in Q1 2025, an estimated $2.78M.
  • Vanguard Total Bond Market made up 13.46% of Rappaport Reiches Capital Management's portfolio in Q1 2025, its #2 holding.
  • Rappaport Reiches Capital Management first reported a position in Vanguard Total Bond Market in Q2 2021 and has held it in 16 quarters since.
  • 1,610 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2025.

Based on Rappaport Reiches Capital Management's 13F filing for Q1 2025, filed 22 Apr 2025.