Rockefeller Capital Management
BND icon

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

Rockefeller 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
2026
Q1 		$25.9M Sell
351,667
-33,614
-9% -$2.49M 0.05% 376
2025
Q4 		$28.5M Buy
385,281
+140,884
+58% +$10.5M 0.05% 345
2025
Q3 		$18.2M Buy
244,397
+39,396
+19% +$2.9M 0.04% 442
2025
Q2 		$15.1M Buy
205,001
+3,620
+2% +$263K 0.03% 468
2025
Q1 		$14.8M Buy
201,381
+12,088
+6% +$877K 0.04% 448
2024
Q4 		$13.6M Buy
189,293
+6,174
+3% +$451K 0.04% 455
2024
Q3 		$13.8M Buy
183,119
+432
+0.2% +$32K 0.04% 447
2024
Q2 		$13.2M Sell
182,687
-228,179
-56% -$16.3M 0.04% 425
2024
Q1 		$29.8M Buy
410,866
+228,209
+125% +$16.6M 0.09% 232
2023
Q4 		$13.4M Buy
182,657
+8,790
+5% +$621K 0.04% 380
2023
Q3 		$12.1M Sell
173,867
-20,050
-10% -$1.43M 0.05% 372
2023
Q2 		$13.3M Buy
193,917
+44,468
+30% +$3.26M 0.05% 372
2023
Q1 		$11M Buy
149,449
+18,079
+14% +$1.32M 0.05% 385
2022
Q4 		$9.44M Sell
131,370
-4,160
-3% -$298K 0.05% 373
2022
Q3 		$9.67M Buy
135,530
+2,068
+2% +$155K 0.05% 364
2022
Q2 		$10M Sell
133,462
-47,919
-26% -$3.65M 0.05% 345
2022
Q1 		$14.4M Sell
181,381
-13,897
-7% -$1.14M 0.07% 285
2021
Q4 		$16.5M Sell
195,278
-31,273
-14% -$2.66M 0.08% 254
2021
Q3 		$19.4M Sell
226,551
-24,050
-10% -$2.08M 0.1% 216
2021
Q2 		$21.5M Buy
250,601
+101,763
+68% +$8.68M 0.12% 195
2021
Q1 		$12.6M Buy
148,838
+143,901
+2,915% +$12.4M 0.09% 229
2020
Q4 		$434K Sell
4,937
-43,537
-90% -$3.83M ﹤0.01% 960
2020
Q3 		$4.28M Buy
48,474
+1,437
+3% +$127K 0.04% 296
2020
Q2 		$4.16M Buy
47,037
+2,335
+5% +$204K 0.04% 268
2020
Q1 		$3.81M Buy
44,702
+1,696
+4% +$144K 0.05% 244
2019
Q4 		$3.61M Buy
43,006
+219
+0.5% +$18.4K 0.05% 248
2019
Q3 		$3.61M Buy
42,787
+2,097
+5% +$176K 0.05% 225
2019
Q2 		$3.38M Buy
40,690
+1,735
+4% +$141K 0.05% 198
2019
Q1 		$3.16M Buy
+38,955
New +$3.11M 0.05% 202

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

Rockefeller Capital Management's BND Position: Q1 2026 in Review

Rockefeller Capital Management reduced its Vanguard Total Bond Market (BND) stake by 8.7% in Q1 2026, selling an estimated $2.49M and leaving 351,667 shares worth $25.9M. The position accounts for 0.05% of the portfolio, ranked #376.

Rockefeller Capital Management first reported a position in BND in Q1 2019 and has held it in 29 quarters since. The position peaked at $29.8M in Q1 2024. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Rockefeller Capital Management held 351,667 shares of Vanguard Total Bond Market worth $25.9M as of Q1 2026.
  • Rockefeller Capital Management sold 33,614 Vanguard Total Bond Market shares in Q1 2026, an estimated $2.49M.
  • Vanguard Total Bond Market made up 0.05% of Rockefeller Capital Management's portfolio in Q1 2026, its #376 holding.
  • Rockefeller Capital Management first reported a position in Vanguard Total Bond Market in Q1 2019 and has held it in 29 quarters since.
  • Rockefeller Capital Management's Vanguard Total Bond Market position peaked at $29.8M in Q1 2024.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

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