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Stephens Consulting’s Vanguard Total Bond Market BND Stock Holding History

Stephens Consulting’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 		$30.2M Buy
407,094
+6,890
+2% +$513K 9.74% 2
2025
Q3 		$29.8M Sell
400,204
-150,547
-27% -$11.1M 10.19% 2
2025
Q2 		$40.6M Sell
550,751
-15,663
-3% -$1.14M 9.62% 2
2025
Q1 		$41.6M Buy
566,414
+9,217
+2% +$669K 10.43% 2
2024
Q4 		$40.1M Buy
557,197
+40,592
+8% +$2.97M 10.03% 2
2024
Q3 		$38.8M Buy
516,605
+40,377
+8% +$2.99M 9.9% 2
2024
Q2 		$34.3M Buy
476,228
+48,079
+11% +$3.44M 9.75% 2
2024
Q1 		$31.1M Buy
428,149
+137,023
+47% +$9.94M 9.54% 3
2023
Q4 		$21.4M Buy
291,126
+22,680
+8% +$1.6M 7.25% 4
2023
Q3 		$18.7M Buy
268,446
+5,706
+2% +$407K 7.61% 4
2023
Q2 		$19.1M Buy
262,740
+192,289
+273% +$14.1M 7.57% 4
2023
Q1 		$5.2M Buy
70,451
+8,467
+14% +$620K 3.13% 6
2022
Q4 		$4.45M Buy
61,984
+2,417
+4% +$173K 2.96% 6
2022
Q3 		$4.25M Buy
59,567
+5,306
+10% +$397K 3.82% 4
2022
Q2 		$4.08M Buy
54,261
+4,282
+9% +$326K 3.32% 5
2022
Q1 		$3.98M Sell
49,979
-694
-1% -$56.7K 3.25% 5
2021
Q4 		$4.29M Buy
+50,673
New +$4.32M 3.56% 4

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $176M 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
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

Stephens Consulting's BND Position: Q4 2025 in Review

Stephens Consulting increased its Vanguard Total Bond Market (BND) stake by 1.7% in Q4 2025, buying an estimated $513K and bringing the position to 407,094 shares worth $30.2M. The position accounts for 9.74% of the portfolio, ranked #2.

Stephens Consulting first reported a position in BND in Q4 2021 and has held it in 17 quarters since. The position peaked at $41.6M in Q1 2025. 1,786 funds tracked by Wall St. Rank hold BND as of Q4 2025.

  • Stephens Consulting held 407,094 shares of Vanguard Total Bond Market worth $30.2M as of Q4 2025.
  • Stephens Consulting bought 6,890 Vanguard Total Bond Market shares in Q4 2025, an estimated $513K.
  • Vanguard Total Bond Market made up 9.74% of Stephens Consulting's portfolio in Q4 2025, its #2 holding.
  • Stephens Consulting first reported a position in Vanguard Total Bond Market in Q4 2021 and has held it in 17 quarters since.
  • Stephens Consulting's Vanguard Total Bond Market position peaked at $41.6M in Q1 2025.
  • 1,786 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.