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
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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ridgewood Investments's BND Position: Q3 2025 in Review

Ridgewood Investments sold out of Vanguard Total Bond Market (BND) in Q3 2025, closing a stake of 529 shares — an estimated $39K sold.

Ridgewood Investments first reported a position in BND in Q1 2020 and held it in 8 quarters. The position peaked at $226K in Q1 2020. 1,651 funds tracked by Wall St. Rank hold BND as of Q3 2025.

Ridgewood Investments reported no remaining Vanguard Total Bond Market position as of Q3 2025 after selling out during the quarter.
Ridgewood Investments sold 529 Vanguard Total Bond Market shares in Q3 2025, an estimated $39K.
Ridgewood Investments first reported a position in Vanguard Total Bond Market in Q1 2020 and held it in 8 quarters.
Ridgewood Investments's Vanguard Total Bond Market position peaked at $226K in Q1 2020.
1,651 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.