Running Point Capital Advisors’s Vanguard Total Bond Market BND Stock Holding History

Running Point Capital Advisors’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
2025 Q4	$175K	Hold	2,360	–	–	0.05%	128
2025 Q3	$176K	Hold	2,360	–	–	0.05%	129
2025 Q2	$174K	Hold	2,360	–	–	0.05%	124
2025 Q1	$173K	Hold	2,360	–	–	0.06%	119
2024 Q4	$170K	Buy	2,360 +794	+51%	+$58K	0.06%	108
2024 Q3	$118K	Sell	1,566 -106	-6%	-$7.84K	0.05%	102
2024 Q2	$120K	Hold	1,672	–	–	0.05%	96
2024 Q1	$121K	Hold	1,672	–	–	0.05%	99
2023 Q4	$123K	Sell	1,672 -6,576	-80%	-$464K	0.06%	106
2023 Q3	$576K	Hold	8,248	–	–	0.33%	49
2023 Q2	$600K	Hold	8,248	–	–	0.34%	48
2023 Q1	$609K	Hold	8,248	–	–	0.37%	47
2022 Q4	$593K	Buy	8,248 +6,224	+308%	+$446K	0.36%	45
2022 Q3	$144K	Sell	2,024 -2,929	-59%	-$219K	0.1%	106
2022 Q2	$373K	Buy	4,953 +1,482	+43%	+$113K	0.24%	58
2022 Q1	$276K	Sell	3,471 -3,939	-53%	-$322K	0.16%	75
2021 Q4	$628K	Sell	7,410 -23,003	-76%	-$1.96M	0.38%	40
2021 Q3	$2.6M	Buy	30,413 +2,906	+11%	+$251K	1.15%	24
2021 Q2	$2.36M	Hold	27,507	–	–	1.07%	26
2021 Q1	$2.33M	Buy	27,507 +2,398	+10%	+$207K	1.29%	22
2020 Q4	$2.21M	Buy	+25,109	New	+$2.21M	1.29%	24

Other funds holding BND

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Align Financial Hermantown, Minnesota $176M AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Running Point Capital Advisors's BND Position: Q4 2025 in Review

Running Point Capital Advisors held its Vanguard Total Bond Market (BND) position steady in Q4 2025 at 2,360 shares worth $175K. The position accounts for 0.05% of the portfolio, ranked #128.

Running Point Capital Advisors first reported a position in BND in Q4 2020 and has held it in 21 quarters since. The position peaked at $2.6M in Q3 2021. 1,786 funds tracked by Wall St. Rank hold BND as of Q4 2025.

Running Point Capital Advisors held 2,360 shares of Vanguard Total Bond Market worth $175K as of Q4 2025.
Running Point Capital Advisors left its Vanguard Total Bond Market share count unchanged in Q4 2025.
Vanguard Total Bond Market made up 0.05% of Running Point Capital Advisors's portfolio in Q4 2025, its #128 holding.
Running Point Capital Advisors first reported a position in Vanguard Total Bond Market in Q4 2020 and has held it in 21 quarters since.
Running Point Capital Advisors's Vanguard Total Bond Market position peaked at $2.6M in Q3 2021.
1,786 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2025.

Based on Running Point Capital Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.