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Red Tortoise LLC’s Vanguard Total Bond Market BND Stock Holding History

Red Tortoise LLC’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 		$4.5M Buy
61,158
+36,937
+152% +$2.74M 1.87% 15
2025
Q4 		$1.79M Buy
24,221
+125
+0.5% +$9.3K 0.76% 32
2025
Q3 		$1.79M Buy
24,096
+213
+0.9% +$15.7K 0.78% 35
2025
Q2 		$1.76M Buy
23,883
+14
+0.1% +$1.02K 0.85% 31
2025
Q1 		$1.75M Buy
23,869
+70
+0.3% +$5.08K 0.9% 28
2024
Q4 		$1.71M Buy
23,799
+6,152
+35% +$450K 0.89% 28
2024
Q3 		$1.33M Sell
17,647
-2,452
-12% -$181K 0.66% 36
2024
Q2 		$1.45M Buy
20,099
+2,124
+12% +$152K 0.78% 32
2024
Q1 		$1.31M Buy
17,975
+88
+0.5% +$6.39K 0.73% 33
2023
Q4 		$1.32M Buy
17,887
+88
+0.5% +$6.21K 0.74% 29
2023
Q3 		$1.24M Buy
17,799
+156
+0.9% +$11.1K 0.83% 29
2023
Q2 		$1.28M Buy
17,643
+5,373
+44% +$394K 0.81% 30
2023
Q1 		$906K Buy
12,270
+41
+0.3% +$3K 0.61% 37
2022
Q4 		$879K Buy
+12,229
New +$876K 0.61% 38
2022
Q2 		$2.63M Buy
34,898
+24,164
+225% +$1.84M 2.17% 16
2022
Q1 		$854K Sell
10,734
-2,647
-20% -$216K 0.65% 39
2021
Q4 		$1.13M Sell
13,381
-21,709
-62% -$1.85M 0.78% 34
2021
Q3 		$2.5M Buy
+35,090
New +$3.03M 1.95% 15

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

Red Tortoise LLC's BND Position: Q1 2026 in Review

Red Tortoise LLC increased its Vanguard Total Bond Market (BND) stake by 152% in Q1 2026, buying an estimated $2.74M and bringing the position to 61,158 shares worth $4.5M. The position accounts for 1.87% of the portfolio, ranked #15.

Red Tortoise LLC first reported a position in BND in Q3 2021 and has held it in 18 quarters since. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Red Tortoise LLC held 61,158 shares of Vanguard Total Bond Market worth $4.5M as of Q1 2026.
  • Red Tortoise LLC bought 36,937 Vanguard Total Bond Market shares in Q1 2026, an estimated $2.74M.
  • Vanguard Total Bond Market made up 1.87% of Red Tortoise LLC's portfolio in Q1 2026, its #15 holding.
  • Red Tortoise LLC first reported a position in Vanguard Total Bond Market in Q3 2021 and has held it in 18 quarters since.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Red Tortoise LLC's 13F filing for Q1 2026, filed 21 Apr 2026.