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Roundview Capital’s Vanguard Total Bond Market BND Stock Holding History

Roundview Capital’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 		$17.9M Buy
243,170
+14,624
+6% +$1.08M 1.12% 20
2025
Q4 		$16.9M Buy
228,546
+19,248
+9% +$1.43M 1.04% 19
2025
Q3 		$15.6M Sell
209,298
-3,585
-2% -$264K 0.98% 21
2025
Q2 		$15.7M Sell
212,883
-21,748
-9% -$1.58M 1.05% 22
2025
Q1 		$17.2M Sell
234,631
-1,892
-0.8% -$137K 1.24% 16
2024
Q4 		$17M Sell
236,523
-2,117
-0.9% -$155K 1.19% 15
2024
Q3 		$17.9M Buy
238,640
+17,264
+8% +$1.28M 1.3% 13
2024
Q2 		$16M Buy
221,376
+10,155
+5% +$727K 1.26% 13
2024
Q1 		$15.3M Buy
211,221
+82,305
+64% +$5.97M 1.25% 15
2023
Q4 		$9.48M Buy
128,916
+79,932
+163% +$5.64M 0.87% 23
2023
Q3 		$3.42M Sell
48,984
-8,635
-15% -$616K 0.34% 72
2023
Q2 		$4.19M Sell
57,619
-35,730
-38% -$2.62M 0.41% 60
2023
Q1 		$6.89M Sell
93,349
-3,984
-4% -$292K 0.72% 33
2022
Q4 		$6.99M Buy
97,333
+14,654
+18% +$1.05M 0.8% 26
2022
Q3 		$5.9M Buy
82,679
+23,856
+41% +$1.79M 0.74% 32
2022
Q2 		$4.43M Sell
58,823
-131,622
-69% -$10M 0.53% 48
2022
Q1 		$15.1M Buy
190,445
+7,851
+4% +$641K 1.56% 10
2021
Q4 		$15.5M Buy
182,594
+2,049
+1% +$175K 1.54% 10
2021
Q3 		$15.4M Buy
180,545
+5,234
+3% +$452K 1.7% 10
2021
Q2 		$15.1M Buy
175,311
+11,900
+7% +$1.02M 1.68% 10
2021
Q1 		$13.8M Buy
163,411
+20,587
+14% +$1.78M 1.74% 11
2020
Q4 		$12.6M Buy
142,824
+3,953
+3% +$348K 1.72% 11
2020
Q3 		$12.3M Buy
138,871
+19,629
+16% +$1.74M 1.92% 9
2020
Q2 		$10.5M Buy
119,242
+29,466
+33% +$2.58M 1.79% 9
2020
Q1 		$7.66M Buy
89,776
+27,515
+44% +$2.34M 1.62% 10
2019
Q4 		$5.22M Buy
62,261
+15,404
+33% +$1.3M 0.99% 21
2019
Q3 		$3.96M Sell
46,857
-400
-0.8% -$33.5K 0.85% 26
2019
Q2 		$3.93M Sell
47,257
-283
-0.6% -$23.1K 0.88% 26
2019
Q1 		$3.86M Sell
47,540
-20
-0% -$1.6K 0.92% 24
2018
Q4 		$3.77M Sell
47,560
-6,795
-13% -$531K 1.06% 19
2018
Q3 		$4.28M Sell
54,355
-2,212
-4% -$175K 1.06% 22
2018
Q2 		$4.48M Sell
56,567
-53
-0.1% -$4.19K 1.17% 20
2018
Q1 		$4.53M Sell
56,620
-776
-1% -$62.1K 1.27% 13
2017
Q4 		$4.68M Sell
57,396
-16,435
-22% -$1.34M 1.21% 15
2017
Q3 		$6.05M Buy
73,831
+1,176
+2% +$96.5K 1.73% 7
2017
Q2 		$5.95M Hold
72,655
– – 1.73% 9
2017
Q1 		$5.89M Sell
72,655
-4,325
-6% -$350K 1.83% 6
2016
Q4 		$6.22M Sell
76,980
-21,118
-22% -$1.73M 2% 5
2016
Q3 		$8.25M Buy
98,098
+14,888
+18% +$1.25M 2.92% 2
2016
Q2 		$7.01M Buy
83,210
+16,725
+25% +$1.39M 2.58% 3
2016
Q1 		$5.5M Buy
+66,485
New +$5.44M 2.05% 5

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

Roundview Capital's BND Position: Q1 2026 in Review

Roundview Capital increased its Vanguard Total Bond Market (BND) stake by 6.4% in Q1 2026, buying an estimated $1.08M and bringing the position to 243,170 shares worth $17.9M. The position accounts for 1.12% of the portfolio, ranked #20.

Roundview Capital first reported a position in BND in Q1 2016 and has held it in 41 quarters since. The position peaked at $17.9M in Q3 2024. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Roundview Capital held 243,170 shares of Vanguard Total Bond Market worth $17.9M as of Q1 2026.
  • Roundview Capital bought 14,624 Vanguard Total Bond Market shares in Q1 2026, an estimated $1.08M.
  • Vanguard Total Bond Market made up 1.12% of Roundview Capital's portfolio in Q1 2026, its #20 holding.
  • Roundview Capital first reported a position in Vanguard Total Bond Market in Q1 2016 and has held it in 41 quarters since.
  • Roundview Capital's Vanguard Total Bond Market position peaked at $17.9M in Q3 2024.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Roundview Capital's 13F filing for Q1 2026, filed 8 May 2026.