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Shorepath Capital Management’s Vanguard Total Bond Market BND Stock Holding History

Shorepath Capital Management’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
Q2 		$757K Hold
10,275
– – 0.62% 23
2025
Q1 		$755K Hold
10,275
– – 0.57% 22
2024
Q4 		$739K Buy
10,275
+822
+9% +$60.1K 0.53% 22
2024
Q3 		$710K Buy
9,453
+518
+6% +$38.3K 0.52% 23
2024
Q2 		$644K Hold
8,935
– – 0.5% 22
2024
Q1 		$649K Buy
8,935
+800
+10% +$58.1K 0.51% 22
2023
Q4 		$598K Buy
+8,135
New +$574K 0.53% 22

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 Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Shorepath Capital Management's BND Position: Q2 2025 in Review

Shorepath Capital Management held its Vanguard Total Bond Market (BND) position steady in Q2 2025 at 10,275 shares worth $757K. The position accounts for 0.62% of the portfolio, ranked #23.

Shorepath Capital Management first reported a position in BND in Q4 2023 and has held it in 7 quarters since. 1,644 funds tracked by Wall St. Rank hold BND as of Q2 2025.

  • Shorepath Capital Management held 10,275 shares of Vanguard Total Bond Market worth $757K as of Q2 2025.
  • Shorepath Capital Management left its Vanguard Total Bond Market share count unchanged in Q2 2025.
  • Vanguard Total Bond Market made up 0.62% of Shorepath Capital Management's portfolio in Q2 2025, its #23 holding.
  • Shorepath Capital Management first reported a position in Vanguard Total Bond Market in Q4 2023 and has held it in 7 quarters since.
  • 1,644 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2025.

Based on Shorepath Capital Management's 13F filing for Q2 2025, filed 4 Aug 2025.