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Rockbridge Investment Management’s Vanguard Total Bond Market BND Stock Holding History

Rockbridge Investment 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
2026
Q1 		$61M Buy
828,114
+8,391
+1% +$623K 5.48% 7
2025
Q4 		$60.7M Buy
819,723
+1,523
+0.2% +$113K 5.65% 6
2025
Q3 		$60.8M Buy
818,200
+26,520
+3% +$1.95M 6.01% 6
2025
Q2 		$58.3M Buy
791,680
+3,800
+0.5% +$276K 6.25% 6
2025
Q1 		$57.9M Buy
787,880
+20,619
+3% +$1.5M 6.85% 4
2024
Q4 		$55.2M Sell
767,261
-6,351
-0.8% -$464K 7.07% 5
2024
Q3 		$58.1M Buy
773,612
+8,938
+1% +$661K 7.53% 4
2024
Q2 		$55.1M Buy
764,674
+11,397
+2% +$816K 7.81% 3
2024
Q1 		$54.7M Buy
753,277
+4,085
+0.5% +$296K 8.02% 3
2023
Q4 		$55.1M Buy
749,192
+447
+0.1% +$31.6K 8.43% 3
2023
Q3 		$52.2M Buy
748,745
+58,755
+9% +$4.19M 9.24% 3
2023
Q2 		$50.2M Sell
689,990
-2,528
-0.4% -$185K 8.82% 3
2023
Q1 		$51.1M Buy
692,518
+29,901
+5% +$2.19M 9.42% 3
2022
Q4 		$47.6M Buy
662,617
+177,197
+37% +$12.7M 9.65% 3
2022
Q3 		$34.6M Sell
485,420
-23,706
-5% -$1.77M 8.16% 3
2022
Q2 		$38.3M Sell
509,126
-64,356
-11% -$4.9M 8.32% 3
2022
Q1 		$45.4M Buy
573,482
+10,447
+2% +$853K 6.98% 3
2021
Q4 		$47.7M Buy
563,035
+17,705
+3% +$1.51M 7.03% 3
2021
Q3 		$46.6M Buy
545,330
+5,888
+1% +$508K 7.7% 3
2021
Q2 		$46.3M Buy
539,442
+7,448
+1% +$635K 7.85% 3
2021
Q1 		$45.1M Buy
531,994
+70,786
+15% +$6.1M 8.53% 2
2020
Q4 		$40.7M Buy
461,208
+8,877
+2% +$781K 8.32% 2
2020
Q3 		$39.9M Sell
452,331
-3,551
-0.8% -$315K 9.46% 2
2020
Q2 		$40.3M Buy
+455,882
New +$39.9M 10.45% 1

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

Rockbridge Investment Management's BND Position: Q1 2026 in Review

Rockbridge Investment Management increased its Vanguard Total Bond Market (BND) stake by 1% in Q1 2026, buying an estimated $623K and bringing the position to 828,114 shares worth $61M. The position accounts for 5.48% of the portfolio, ranked #7.

Rockbridge Investment Management first reported a position in BND in Q2 2020 and has held it in 24 quarters since. 1,764 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Rockbridge Investment Management held 828,114 shares of Vanguard Total Bond Market worth $61M as of Q1 2026.
  • Rockbridge Investment Management bought 8,391 Vanguard Total Bond Market shares in Q1 2026, an estimated $623K.
  • Vanguard Total Bond Market made up 5.48% of Rockbridge Investment Management's portfolio in Q1 2026, its #7 holding.
  • Rockbridge Investment Management first reported a position in Vanguard Total Bond Market in Q2 2020 and has held it in 24 quarters since.
  • 1,764 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Rockbridge Investment Management's 13F filing for Q1 2026, filed 14 May 2026.