Torray Investment Partners’s Vanguard Total Bond Market BND Stock Holding History

Torray Investment Partners’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 Q1	–	Sell	-16,325	Closed	-$1.17M	–	102
2024 Q4	$1.17M	Hold	16,325	–	–	0.17%	85
2024 Q3	$1.23M	Hold	16,325	–	–	0.17%	86
2024 Q2	$1.18M	Hold	16,325	–	–	0.18%	86
2024 Q1	$1.19M	Buy	16,325 +2,160	+15%	+$157K	0.18%	84
2023 Q4	$1.04M	Sell	14,165 -950	-6%	-$67.1K	0.17%	85
2023 Q3	$1.05M	Sell	15,115 -1,625	-10%	-$116K	0.19%	85
2023 Q2	$1.22M	Hold	16,740	–	–	0.21%	79
2023 Q1	$1.24M	Sell	16,740 -900	-5%	-$65.9K	0.22%	81
2022 Q4	$1.27M	Hold	17,640	–	–	0.23%	80
2022 Q3	$1.26M	Hold	17,640	–	–	0.25%	76
2022 Q2	$1.33M	Hold	17,640	–	–	0.25%	77
2022 Q1	$1.4M	Hold	17,640	–	–	0.23%	81
2021 Q4	$1.5M	Buy	+17,640	New	+$1.5M	0.22%	82

Other funds holding BND

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Torray Investment Partners's BND Position: Q1 2025 in Review

Torray Investment Partners sold out of Vanguard Total Bond Market (BND) in Q1 2025, closing a stake of 16,325 shares — an estimated $1.17M sold.

Torray Investment Partners first reported a position in BND in Q4 2021 and held it in 13 quarters. The position peaked at $1.5M in Q4 2021. 1,613 funds tracked by Wall St. Rank hold BND as of Q1 2025.

Torray Investment Partners reported no remaining Vanguard Total Bond Market position as of Q1 2025 after selling out during the quarter.
Torray Investment Partners sold 16,325 Vanguard Total Bond Market shares in Q1 2025, an estimated $1.17M.
Torray Investment Partners first reported a position in Vanguard Total Bond Market in Q4 2021 and held it in 13 quarters.
Torray Investment Partners's Vanguard Total Bond Market position peaked at $1.5M in Q4 2021.
1,613 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2025.

Based on Torray Investment Partners's 13F filing for Q1 2025, filed 8 May 2025.