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Stonegate Investment Group’s Vanguard Total Bond Market BND Stock Holding History

Stonegate Investment Group’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
Q3 		$320K Hold
4,305
– – 0.01% 307
2025
Q2 		$317K Hold
4,305
– – 0.01% 298
2025
Q1 		$316K Hold
4,305
– – 0.01% 269
2024
Q4 		$310K Sell
4,305
-3,612
-46% -$264K 0.01% 262
2024
Q3 		$595K Sell
7,917
-3,510
-31% -$260K 0.02% 209
2024
Q2 		$823K Buy
11,427
+3,551
+45% +$254K 0.02% 181
2024
Q1 		$572K Buy
+7,876
New +$572K 0.02% 207

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stonegate Investment Group's BND Position: Q3 2025 in Review

Stonegate Investment Group held its Vanguard Total Bond Market (BND) position steady in Q3 2025 at 4,305 shares worth $320K. The position accounts for 0.01% of the portfolio, ranked #307.

Stonegate Investment Group first reported a position in BND in Q1 2024 and has held it in 7 quarters since. The position peaked at $823K in Q2 2024. 1,651 funds tracked by Wall St. Rank hold BND as of Q3 2025.

  • Stonegate Investment Group held 4,305 shares of Vanguard Total Bond Market worth $320K as of Q3 2025.
  • Stonegate Investment Group left its Vanguard Total Bond Market share count unchanged in Q3 2025.
  • Vanguard Total Bond Market made up 0.01% of Stonegate Investment Group's portfolio in Q3 2025, its #307 holding.
  • Stonegate Investment Group first reported a position in Vanguard Total Bond Market in Q1 2024 and has held it in 7 quarters since.
  • Stonegate Investment Group's Vanguard Total Bond Market position peaked at $823K in Q2 2024.
  • 1,651 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.