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Schechter Investment Advisors’s Vanguard Total Bond Market BND Stock Holding History

Schechter Investment 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
Q1 		$449K Buy
6,118
+1,394
+30% +$101K 0.04% 393
2024
Q4 		$340K Buy
4,724
+4
+0.1% +$292 0.03% 460
2024
Q3 		$355K Sell
4,720
-2,758
-37% -$204K 0.03% 459
2024
Q2 		$539K Sell
7,478
-406
-5% -$29.1K 0.04% 354
2024
Q1 		$573K Buy
7,884
+2,714
+52% +$197K 0.04% 350
2023
Q4 		$380K Sell
5,170
-679
-12% -$47.9K 0.03% 407
2023
Q3 		$408K Sell
5,849
-60
-1% -$4.28K 0.04% 380
2023
Q2 		$429K Sell
5,909
-313
-5% -$22.9K 0.04% 411
2023
Q1 		$459K Buy
6,222
+76
+1% +$5.56K 0.04% 427
2022
Q4 		$442K Sell
6,146
-108
-2% -$7.74K 0.04% 530
2022
Q3 		$446K Sell
6,254
-1,415
-18% -$106K 0.04% 549
2022
Q2 		$577K Sell
7,669
-2,140
-22% -$163K 0.06% 484
2022
Q1 		$780K Sell
9,809
-135
-1% -$11K 0.07% 394
2021
Q4 		$843K Buy
+9,944
New +$847K 0.08% 369

Other funds holding BND

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Schechter Investment Advisors's BND Position: Q1 2025 in Review

Schechter Investment Advisors increased its Vanguard Total Bond Market (BND) stake by 30% in Q1 2025, buying an estimated $101K and bringing the position to 6,118 shares worth $449K. The position accounts for 0.04% of the portfolio, ranked #393.

Schechter Investment Advisors first reported a position in BND in Q4 2021 and has held it in 14 quarters since. The position peaked at $843K in Q4 2021. 1,609 funds tracked by Wall St. Rank hold BND as of Q1 2025.

  • Schechter Investment Advisors held 6,118 shares of Vanguard Total Bond Market worth $449K as of Q1 2025.
  • Schechter Investment Advisors bought 1,394 Vanguard Total Bond Market shares in Q1 2025, an estimated $101K.
  • Vanguard Total Bond Market made up 0.04% of Schechter Investment Advisors's portfolio in Q1 2025, its #393 holding.
  • Schechter Investment Advisors first reported a position in Vanguard Total Bond Market in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's Vanguard Total Bond Market position peaked at $843K in Q4 2021.
  • 1,609 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.