University of Chicago’s Vanguard Total Bond Market BND Stock Holding History

University of Chicago’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	-552,830	Closed	-$39.8M	–	13
2024 Q4	$39.8M	Hold	552,830	–	–	37.32%	1
2024 Q3	$41.5M	Sell	552,830 -213,933	-28%	-$15.8M	35.11%	1
2024 Q2	$55.2M	Buy	766,763 +37,775	+5%	+$2.71M	42.59%	1
2024 Q1	$52.9M	Buy	728,988 +22,500	+3%	+$1.63M	76.39%	1
2023 Q4	$52M	Hold	706,488	–	–	72.18%	1
2023 Q3	$49.3M	Sell	706,488 -620,554	-47%	-$44.3M	32.48%	2
2023 Q2	$96.5M	Hold	1,327,042	–	–	43.96%	1
2023 Q1	$98M	Hold	1,327,042	–	–	44.6%	1
2022 Q4	$95.3M	Buy	+1,327,042	New	+$95.1M	73.27%	1
2021 Q3	$44.8M	Hold	524,779	–	–	67.83%	1
2021 Q2	$45.1M	Buy	524,779 +5,539	+1%	+$472K	71.07%	1
2021 Q1	$44M	Buy	519,240 +149,056	+40%	+$12.9M	84.42%	1
2020 Q4	$32.6M	Buy	+370,184	New	+$32.6M	70.65%	1

Other funds holding BND

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

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

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

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

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

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

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

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

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

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

University of Chicago's BND Position: Q1 2025 in Review

University of Chicago sold out of Vanguard Total Bond Market (BND) in Q1 2025, closing a stake of 552,830 shares — an estimated $39.8M sold.

University of Chicago first reported a position in BND in Q4 2020 and held it in 13 quarters. The position peaked at $98M in Q1 2023. 1,610 funds tracked by Wall St. Rank hold BND as of Q1 2025.

University of Chicago reported no remaining Vanguard Total Bond Market position as of Q1 2025 after selling out during the quarter.
University of Chicago sold 552,830 Vanguard Total Bond Market shares in Q1 2025, an estimated $39.8M.
University of Chicago first reported a position in Vanguard Total Bond Market in Q4 2020 and held it in 13 quarters.
University of Chicago's Vanguard Total Bond Market position peaked at $98M in Q1 2023.
1,610 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2025.

Based on University of Chicago's 13F filing for Q1 2025, filed 8 May 2025.