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Rothschild Capital Partners’s Vanguard Total Bond Market BND Stock Holding History

Rothschild Capital Partners’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
Q2 		$8.58M Buy
116,864
+22,500
+24% +$1.65M 1.84% 18
2026
Q1 		$6.95M Sell
94,364
-11,346
-11% -$842K 1.7% 20
2025
Q4 		$7.83M Buy
105,710
+36,935
+54% +$2.75M 1.84% 16
2025
Q3 		$5.11M Buy
68,775
+13,083
+23% +$963K 1.21% 19
2025
Q2 		$4.1M Buy
55,692
+21,301
+62% +$1.55M 1.08% 19
2025
Q1 		$2.53M Buy
34,391
+3,267
+10% +$237K 0.66% 24
2024
Q4 		$2.24M Buy
31,124
+3,075
+11% +$225K 0.54% 28
2024
Q3 		$2.11M Buy
28,049
+175
+0.6% +$13K 0.59% 29
2024
Q2 		$2.01M Buy
27,874
+10,466
+60% +$750K 0.57% 27
2024
Q1 		$1.26M Buy
17,408
+1,874
+12% +$136K 0.37% 29
2023
Q4 		$1.14M Buy
+15,534
New +$1.1M 0.36% 28

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Rothschild Capital Partners's BND Position: Q2 2026 in Review

Rothschild Capital Partners increased its Vanguard Total Bond Market (BND) stake by 24% in Q2 2026, buying an estimated $1.65M and bringing the position to 116,864 shares worth $8.58M. The position accounts for 1.84% of the portfolio, ranked #18.

Rothschild Capital Partners first reported a position in BND in Q4 2023 and has held it in 11 quarters since. 1,822 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Rothschild Capital Partners held 116,864 shares of Vanguard Total Bond Market worth $8.58M as of Q2 2026.
  • Rothschild Capital Partners bought 22,500 Vanguard Total Bond Market shares in Q2 2026, an estimated $1.65M.
  • Vanguard Total Bond Market made up 1.84% of Rothschild Capital Partners's portfolio in Q2 2026, its #18 holding.
  • Rothschild Capital Partners first reported a position in Vanguard Total Bond Market in Q4 2023 and has held it in 11 quarters since.
  • 1,822 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Rothschild Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.