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Ridgewood Investments’s Vanguard Total Bond Market BND Stock Holding History

Ridgewood Investments’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
Q3 		$3.34M Buy
47,653
+27,737
+139% +$2M 1.23% 15
2026
Q2 		$1.46M Buy
+19,916
New +$1.46M 0.55% 52
2025
Q3 		– Sell
-529
Closed -$39K – 252
2025
Q2 		$39K Hold
529
– – 0.02% 366
2025
Q1 		$38.9K Hold
529
– – 0.02% 346
2024
Q4 		$38K Hold
529
– – 0.02% 350
2024
Q3 		$39.7K Sell
529
-1
-0.2% -$74 0.02% 346
2024
Q2 		$38.2K Buy
+530
New +$38K 0.02% 357
2023
Q3 		– Sell
-530
Closed -$38.5K – 247
2023
Q2 		$38.5K Hold
530
– – 0.02% 366
2023
Q1 		$39.1K Buy
+530
New +$38.8K 0.02% 378
2020
Q2 		– Sell
-2,645
Closed -$226K – 170
2020
Q1 		$226K Buy
+2,645
New +$225K 0.23% 125

Other funds holding BND

SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GP
Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return

Ridgewood Investments's BND Position: Q3 2026 in Review

Ridgewood Investments increased its Vanguard Total Bond Market (BND) stake by 139% in Q3 2026, buying an estimated $2M and bringing the position to 47,653 shares worth $3.34M. The position accounts for 1.23% of the portfolio, ranked #15.

Ridgewood Investments first reported a position in BND in Q1 2020 and has held it in 10 quarters since. 78 funds tracked by Wall St. Rank hold BND as of Q3 2026.

  • Ridgewood Investments held 47,653 shares of Vanguard Total Bond Market worth $3.34M as of Q3 2026.
  • Ridgewood Investments bought 27,737 Vanguard Total Bond Market shares in Q3 2026, an estimated $2M.
  • Vanguard Total Bond Market made up 1.23% of Ridgewood Investments's portfolio in Q3 2026, its #15 holding.
  • Ridgewood Investments first reported a position in Vanguard Total Bond Market in Q1 2020 and has held it in 10 quarters since.
  • 78 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2026.

Based on Ridgewood Investments's 13F filing for Q3 2026, filed 5 Oct 2026.