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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
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 $1.56T 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

Rothschild Capital Partners's BND Position: Q1 2026 in Review

Rothschild Capital Partners reduced its Vanguard Total Bond Market (BND) stake by 11% in Q1 2026, selling an estimated $842K and leaving 94,364 shares worth $6.95M. The position accounts for 1.7% of the portfolio, ranked #20.

Rothschild Capital Partners first reported a position in BND in Q4 2023 and has held it in 10 quarters since. The position peaked at $7.83M in Q4 2025. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Rothschild Capital Partners held 94,364 shares of Vanguard Total Bond Market worth $6.95M as of Q1 2026.
  • Rothschild Capital Partners sold 11,346 Vanguard Total Bond Market shares in Q1 2026, an estimated $842K.
  • Vanguard Total Bond Market made up 1.7% of Rothschild Capital Partners's portfolio in Q1 2026, its #20 holding.
  • Rothschild Capital Partners first reported a position in Vanguard Total Bond Market in Q4 2023 and has held it in 10 quarters since.
  • Rothschild Capital Partners's Vanguard Total Bond Market position peaked at $7.83M in Q4 2025.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Rothschild Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.