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

TD 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
2026 Q1	$38.9M	Buy	527,933 +4,033	+0.8%	+$299K	3.5%	7
2025 Q4	$38.8M	Buy	523,900 +17,994	+4%	+$1.34M	3.44%	8
2025 Q3	$37.6M	Buy	505,906 +1,483	+0.3%	+$109K	3.39%	8
2025 Q2	$37.1M	Buy	504,423 +8,687	+2%	+$632K	3.51%	8
2025 Q1	$36.4M	Buy	495,736 +19,968	+4%	+$1.45M	3.69%	7
2024 Q4	$34.2M	Sell	475,768 -10,752	-2%	-$786K	3.48%	8
2024 Q3	$36.5M	Buy	486,520 +17,694	+4%	+$1.31M	3.66%	8
2024 Q2	$33.8M	Buy	468,826 +49,533	+12%	+$3.55M	3.53%	9
2024 Q1	$30.5M	Buy	419,293 +66,968	+19%	+$4.86M	3.25%	10
2023 Q4	$25.9M	Buy	352,325 +6,476	+2%	+$457K	2.96%	10
2023 Q3	$24.1M	Buy	345,849 +83,206	+32%	+$5.94M	2.96%	10
2023 Q2	$19.1M	Buy	262,643 +25,848	+11%	+$1.89M	2.28%	12
2023 Q1	$17.5M	Sell	236,795 -2,372	-1%	-$174K	2.17%	14
2022 Q4	$17.2M	Sell	239,167 -12,423	-5%	-$890K	2.25%	13
2022 Q3	$17.9M	Buy	251,590 +5,617	+2%	+$420K	2.49%	12
2022 Q2	$18.5M	Sell	245,973 -474	-0.2%	-$36.1K	2.51%	12
2022 Q1	$19.6M	Sell	246,447 -39,932	-14%	-$3.26M	2.34%	13
2021 Q4	$24.3M	Sell	286,379 -21,945	-7%	-$1.87M	2.74%	11
2021 Q3	$26.3M	Buy	308,324 +16,172	+6%	+$1.4M	3.22%	9
2021 Q2	$25.1M	Buy	292,152 +17,761	+6%	+$1.51M	3.13%	11
2021 Q1	$23.2M	Buy	274,391 +11,762	+4%	+$1.01M	3.08%	10
2020 Q4	$23.2M	Buy	262,629 +17,290	+7%	+$1.52M	3.2%	11
2020 Q3	$21.6M	Buy	245,339 +32,889	+15%	+$2.92M	3.26%	9
2020 Q2	$18.8M	Buy	212,450 +4,501	+2%	+$393K	3.08%	10
2020 Q1	$17.7M	Buy	207,949 +78,400	+61%	+$6.66M	3.26%	10
2019 Q4	$10.9M	Buy	129,549 +105,773	+445%	+$8.89M	1.77%	17
2019 Q3	$2.01M	Buy	23,776 +21,861	+1,142%	+$1.83M	0.36%	29
2019 Q2	$159K	Buy	1,915 +105	+6%	+$8.55K	0.03%	53
2019 Q1	$147K	Buy	1,810 +441	+32%	+$35.2K	0.03%	53
2018 Q4	$108K	Buy	1,369 +898	+191%	+$70.2K	0.03%	60
2018 Q3	$37K	Buy	+471	New	+$37.2K	0.01%	92
2017 Q2	–	Sell	-376	Closed	-$30K	–	168
2017 Q1	$30K	Sell	376 -497	-57%	-$40.2K	0.01%	83
2016 Q4	$71K	Buy	873 +465	+114%	+$38.1K	0.02%	61
2016 Q3	$34K	Buy	408 +3	+0.7%	+$253	0.01%	77
2016 Q2	$34K	Buy	405 +2	+0.5%	+$166	0.01%	78
2016 Q1	$33K	Buy	+403	New	+$33K	0.01%	76
2013 Q3	–	Sell	-106	Closed	-$9K	–	183
2013 Q2	$9K	Buy	+106	New	+$8.79K	﹤0.01%	166

Other funds holding BND

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TD Capital Management's BND Position: Q1 2026 in Review

TD Capital Management increased its Vanguard Total Bond Market (BND) stake by 0.77% in Q1 2026, buying an estimated $299K and bringing the position to 527,933 shares worth $38.9M. The position accounts for 3.5% of the portfolio, ranked #7.

TD Capital Management first reported a position in BND in Q2 2013 and has held it in 37 quarters since. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

TD Capital Management held 527,933 shares of Vanguard Total Bond Market worth $38.9M as of Q1 2026.
TD Capital Management bought 4,033 Vanguard Total Bond Market shares in Q1 2026, an estimated $299K.
Vanguard Total Bond Market made up 3.5% of TD Capital Management's portfolio in Q1 2026, its #7 holding.
TD Capital Management first reported a position in Vanguard Total Bond Market in Q2 2013 and has held it in 37 quarters since.
1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on TD Capital Management's 13F filing for Q1 2026, filed 11 May 2026.