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Waterloo Capital’s Vanguard Total Bond Market BND Stock Holding History

Waterloo Capital’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 		$321K Sell
4,359
-467
-10% -$34.6K 0.02% 383
2025
Q4 		$357K Sell
4,826
-1,261
-21% -$93.9K 0.03% 346
2025
Q3 		$453K Buy
6,087
+1,926
+46% +$142K 0.03% 293
2025
Q2 		$306K Sell
4,161
-926
-18% -$67.3K 0.02% 348
2025
Q1 		$374K Buy
5,087
+1,656
+48% +$120K 0.03% 294
2024
Q4 		$247K Sell
3,431
-1,240
-27% -$90.7K 0.03% 320
2024
Q3 		$351K Buy
4,671
+958
+26% +$70.9K 0.04% 282
2024
Q2 		$267K Sell
3,713
-323
-8% -$23.1K 0.03% 301
2024
Q1 		$293K Sell
4,036
-627
-13% -$45.5K 0.04% 291
2023
Q4 		$343K Buy
+4,663
New +$329K 0.06% 270
2023
Q2 		– Sell
-3,260
Closed -$241K – 210
2023
Q1 		$241K Buy
+3,260
New +$239K 0.07% 160
2020
Q1 		$334K Buy
+3,913
New +$332K 0.24% 97

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Waterloo Capital's BND Position: Q1 2026 in Review

Waterloo Capital reduced its Vanguard Total Bond Market (BND) stake by 9.7% in Q1 2026, selling an estimated $34.6K and leaving 4,359 shares worth $321K. The position accounts for 0.02% of the portfolio, ranked #383.

Waterloo Capital first reported a position in BND in Q1 2020 and has held it in 12 quarters since. The position peaked at $453K in Q3 2025. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Waterloo Capital held 4,359 shares of Vanguard Total Bond Market worth $321K as of Q1 2026.
  • Waterloo Capital sold 467 Vanguard Total Bond Market shares in Q1 2026, an estimated $34.6K.
  • Vanguard Total Bond Market made up 0.02% of Waterloo Capital's portfolio in Q1 2026, its #383 holding.
  • Waterloo Capital first reported a position in Vanguard Total Bond Market in Q1 2020 and has held it in 12 quarters since.
  • Waterloo Capital's Vanguard Total Bond Market position peaked at $453K in Q3 2025.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Waterloo Capital's 13F filing for Q1 2026, filed 12 May 2026.