Vontobel Holding’s Vanguard Total Bond Market BND Stock Holding History

Vontobel Holding’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	$2.14M	Hold	29,050	–	–	0.01%	517
2025 Q4	$2.15M	Hold	29,050	–	–	0.01%	560
2025 Q3	$2.16M	Hold	29,050	–	–	0.01%	542
2025 Q2	$2.14M	Hold	29,050	–	–	0.01%	514
2025 Q1	$2.13M	Hold	29,050	–	–	0.01%	436
2024 Q4	$2.09M	Buy	+29,050	New	+$2.12M	0.01%	444
2024 Q2	–	Sell	-6,899	Closed	-$501K	–	1083
2024 Q1	$501K	Hold	6,899	–	–	﹤0.01%	771
2023 Q4	$507K	Hold	6,899	–	–	﹤0.01%	793
2023 Q3	$481K	Sell	6,899 -1,365	-17%	-$97.4K	﹤0.01%	782
2023 Q2	$601K	Buy	8,264 +1,365	+20%	+$100K	0.01%	743
2023 Q1	$509K	Buy	+6,899	New	+$505K	﹤0.01%	773
2021 Q2	–	Sell	-4,535	Closed	-$384K	–	1138
2021 Q1	$384K	Hold	4,535	–	–	﹤0.01%	735
2020 Q4	$400K	Buy	+4,535	New	+$399K	﹤0.01%	722

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

Vontobel Holding's BND Position: Q1 2026 in Review

Vontobel Holding held its Vanguard Total Bond Market (BND) position steady in Q1 2026 at 29,050 shares worth $2.14M. The position accounts for 0.01% of the portfolio, ranked #517.

Vontobel Holding first reported a position in BND in Q4 2020 and has held it in 13 quarters since. The position peaked at $2.16M in Q3 2025. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

Vontobel Holding held 29,050 shares of Vanguard Total Bond Market worth $2.14M as of Q1 2026.
Vontobel Holding left its Vanguard Total Bond Market share count unchanged in Q1 2026.
Vanguard Total Bond Market made up 0.01% of Vontobel Holding's portfolio in Q1 2026, its #517 holding.
Vontobel Holding first reported a position in Vanguard Total Bond Market in Q4 2020 and has held it in 13 quarters since.
Vontobel Holding's Vanguard Total Bond Market position peaked at $2.16M in Q3 2025.
1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Vontobel Holding's 13F filing for Q1 2026, filed 8 May 2026.