SMC
BND icon

Smith, Moore & Co’s Vanguard Total Bond Market BND Stock Holding History

Smith, Moore & Co’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 		$484K Buy
6,571
+1,454
+28% +$108K 0.04% 335
2025
Q4 		$379K Sell
5,117
-799
-14% -$59.5K 0.03% 369
2025
Q3 		$440K Sell
5,916
-725
-11% -$53.4K 0.03% 335
2025
Q2 		$489K Sell
6,641
-6,276
-49% -$456K 0.04% 301
2025
Q1 		$949K Buy
12,917
+8,528
+194% +$619K 0.09% 202
2024
Q4 		$316K Sell
4,389
-335
-7% -$24.5K 0.03% 363
2024
Q3 		$355K Sell
4,724
-38
-0.8% -$2.81K 0.03% 330
2024
Q2 		$343K Sell
4,762
-92
-2% -$6.59K 0.04% 326
2024
Q1 		$353K Sell
4,854
-731
-13% -$53K 0.04% 324
2023
Q4 		$411K Buy
5,585
+151
+3% +$10.7K 0.05% 282
2023
Q3 		$379K Sell
5,434
-390
-7% -$27.8K 0.05% 277
2023
Q2 		$423K Sell
5,824
-1,332
-19% -$97.6K 0.05% 275
2023
Q1 		$528K Buy
7,156
+2,859
+67% +$209K 0.07% 226
2022
Q4 		$309K Buy
4,297
+76
+2% +$5.44K 0.04% 296
2022
Q3 		$301K Buy
4,221
+330
+8% +$24.7K 0.05% 290
2022
Q2 		$293K Sell
3,891
-2,359
-38% -$180K 0.05% 306
2022
Q1 		$497K Sell
6,250
-271
-4% -$22.1K 0.07% 240
2021
Q4 		$553K Sell
6,521
-227
-3% -$19.3K 0.08% 233
2021
Q3 		$577K Buy
6,748
+502
+8% +$43.3K 0.09% 216
2021
Q2 		$536K Buy
6,246
+973
+18% +$83K 0.08% 232
2021
Q1 		$447K Buy
+5,273
New +$455K 0.07% 240

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

Smith, Moore & Co's BND Position: Q1 2026 in Review

Smith, Moore & Co increased its Vanguard Total Bond Market (BND) stake by 28% in Q1 2026, buying an estimated $108K and bringing the position to 6,571 shares worth $484K. The position accounts for 0.04% of the portfolio, ranked #335.

Smith, Moore & Co first reported a position in BND in Q1 2021 and has held it in 21 quarters since. The position peaked at $949K in Q1 2025. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Smith, Moore & Co held 6,571 shares of Vanguard Total Bond Market worth $484K as of Q1 2026.
  • Smith, Moore & Co bought 1,454 Vanguard Total Bond Market shares in Q1 2026, an estimated $108K.
  • Vanguard Total Bond Market made up 0.04% of Smith, Moore & Co's portfolio in Q1 2026, its #335 holding.
  • Smith, Moore & Co first reported a position in Vanguard Total Bond Market in Q1 2021 and has held it in 21 quarters since.
  • Smith, Moore & Co's Vanguard Total Bond Market position peaked at $949K in Q1 2025.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Smith, Moore & Co's 13F filing for Q1 2026, filed 5 May 2026.