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Tortoise Investment Management’s Vanguard Total Bond Market BND Stock Holding History

Tortoise Investment 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
Q2 		$202K Buy
+2,749
New +$202K 0.02% 246
2025
Q4 		– Sell
-2,029
Closed -$151K – 386
2025
Q3 		$151K Buy
2,029
+41
+2% +$3.02K 0.01% 259
2025
Q2 		$146K Hold
1,988
– – 0.01% 251
2025
Q1 		$146K Buy
1,988
+110
+6% +$7.98K 0.02% 243
2024
Q4 		$135K Buy
1,878
+15
+0.8% +$1.1K 0.01% 274
2024
Q3 		$140K Buy
1,863
+48
+3% +$3.55K 0.01% 269
2024
Q2 		$131K Buy
1,815
+27
+2% +$1.93K 0.01% 270
2024
Q1 		$130K Buy
1,788
+21
+1% +$1.52K 0.02% 263
2023
Q4 		$130K Buy
1,767
+16
+0.9% +$1.13K 0.02% 251
2023
Q3 		$122K Buy
1,751
+192
+12% +$13.7K 0.02% 250
2023
Q2 		$113K Buy
1,559
+21
+1% +$1.54K 0.02% 265
2023
Q1 		$114K Sell
1,538
-194
-11% -$14.2K 0.02% 251
2022
Q4 		$124K Buy
1,732
+275
+19% +$19.7K 0.02% 237
2022
Q3 		$104K Buy
1,457
+16
+1% +$1.2K 0.02% 245
2022
Q2 		$108K Buy
1,441
+19
+1% +$1.45K 0.02% 217
2022
Q1 		$113K Buy
1,422
+15
+1% +$1.23K 0.02% 221
2021
Q4 		$119K Sell
1,407
-683
-33% -$58.2K 0.02% 206
2021
Q3 		$179K Sell
2,090
-570
-21% -$49.2K 0.04% 163
2021
Q2 		$229K Buy
2,660
+7
+0.3% +$597 0.05% 144
2021
Q1 		$225K Buy
2,653
+135
+5% +$11.6K 0.05% 144
2020
Q4 		$222K Buy
2,518
+93
+4% +$8.18K 0.05% 138
2020
Q3 		$214K Buy
2,425
+374
+18% +$33.2K 0.05% 130
2020
Q2 		$181K Buy
2,051
+239
+13% +$20.9K 0.05% 138
2020
Q1 		$155K Buy
1,812
+14
+0.8% +$1.19K 0.05% 146
2019
Q4 		$151K Buy
1,798
+90
+5% +$7.57K 0.04% 160
2019
Q3 		$144K Buy
1,708
+16
+0.9% +$1.34K 0.04% 160
2019
Q2 		$141K Sell
1,692
-1,206
-42% -$98.2K 0.04% 162
2019
Q1 		$235K Sell
2,898
-2,478
-46% -$198K 0.06% 130
2018
Q4 		$426K Buy
5,376
+5,092
+1,793% +$398K 0.12% 99
2018
Q3 		$22K Buy
284
+15
+6% +$1.19K 0.01% 308
2018
Q2 		$21K Buy
269
+16
+6% +$1.26K 0.01% 323
2018
Q1 		$20K Buy
253
+15
+6% +$1.2K 0.01% 320
2017
Q4 		$19K Buy
238
+90
+61% +$7.35K 0.01% 324
2017
Q3 		$12K Buy
148
+16
+12% +$1.31K ﹤0.01% 342
2017
Q2 		$11K Buy
132
+15
+13% +$1.23K ﹤0.01% 338
2017
Q1 		$10K Buy
117
+69
+144% +$5.58K ﹤0.01% 329
2016
Q4 		$4K Buy
48
+14
+41% +$1.15K ﹤0.01% 406
2016
Q3 		$3K Buy
34
+14
+70% +$1.18K ﹤0.01% 388
2016
Q2 		$2K Buy
20
+12
+150% +$997 ﹤0.01% 434
2016
Q1 		$1K Buy
8
+6
+300% +$491 ﹤0.01% 365
2015
Q4 		$0 Sell
2
-12
-86% -$977 ﹤0.01% 412
2015
Q3 		$1K Sell
14
-3
-18% -$245 ﹤0.01% 381
2015
Q2 		$1K Buy
17
+13
+325% +$1.07K ﹤0.01% 410
2015
Q1 		$0 Sell
4
-334
-99% -$27.8K ﹤0.01% 428
2014
Q4 		$28K Buy
338
+17
+5% +$1.4K 0.01% 253
2014
Q3 		$26K Buy
321
+14
+5% +$1.15K 0.01% 253
2014
Q2 		$25K Buy
307
+162
+112% +$13.2K 0.01% 259
2014
Q1 		$12K Buy
145
+125
+625% +$10.1K 0.01% 256
2013
Q4 		$2K Buy
20
+14
+233% +$1.13K ﹤0.01% 294
2013
Q3 		$1K Buy
6
+5
+500% +$402 ﹤0.01% 318
2013
Q2 		$1K Buy
+1
New +$83 ﹤0.01% 345

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Tortoise Investment Management's BND Position: Q2 2026 in Review

Tortoise Investment Management opened a new position in Vanguard Total Bond Market (BND) in Q2 2026: 2,749 shares worth $202K. The stake represents 0.02% of the portfolio and ranks #246 among its holdings. This is a return to the name: Tortoise Investment Management previously reported a position in BND as recently as Q3 2025.

Tortoise Investment Management first reported a position in BND in Q2 2013 and has held it in 51 quarters since. The position peaked at $426K in Q4 2018. 1,829 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Tortoise Investment Management held 2,749 shares of Vanguard Total Bond Market worth $202K as of Q2 2026.
  • Vanguard Total Bond Market was a new Tortoise Investment Management position in Q2 2026.
  • Vanguard Total Bond Market made up 0.02% of Tortoise Investment Management's portfolio in Q2 2026, its #246 holding.
  • Tortoise Investment Management first reported a position in Vanguard Total Bond Market in Q2 2013 and has held it in 51 quarters since.
  • Tortoise Investment Management's Vanguard Total Bond Market position peaked at $426K in Q4 2018.
  • 1,829 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Tortoise Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.