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Willow Creek Wealth Management’s Vanguard Total Bond Market BND Stock Holding History

Willow Creek Wealth 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
2025
Q3 		$1.93M Sell
25,915
-570
-2% -$42K 0.16% 55
2025
Q2 		$1.95M Sell
26,485
-4,106
-13% -$299K 0.18% 52
2025
Q1 		$2.25M Buy
30,591
+4,335
+17% +$315K 0.22% 43
2024
Q4 		$1.89M Buy
26,256
+356
+1% +$26K 0.19% 50
2024
Q3 		$1.95M Sell
25,900
-173
-0.7% -$12.8K 0.2% 49
2024
Q2 		$1.88M Buy
26,073
+6,215
+31% +$445K 0.21% 50
2024
Q1 		$1.44M Sell
19,858
-3,085
-13% -$224K 0.17% 55
2023
Q4 		$1.69M Sell
22,943
-3,953
-15% -$279K 0.21% 50
2023
Q3 		$1.88M Buy
26,896
+275
+1% +$19.6K 0.28% 41
2023
Q2 		$1.94M Sell
26,621
-91
-0.3% -$6.67K 0.27% 42
2023
Q1 		$1.97M Sell
26,712
-1,489
-5% -$109K 0.3% 36
2022
Q4 		$2.03M Sell
28,201
-55,063
-66% -$3.94M 0.34% 36
2022
Q3 		$5.94M Buy
83,264
+9,297
+13% +$696K 1.15% 15
2022
Q2 		$5.57M Buy
73,967
+8,013
+12% +$610K 1.03% 16
2022
Q1 		$5.25M Sell
65,954
-5,397
-8% -$441K 1.05% 16
2021
Q4 		$6.05M Buy
+71,351
New +$6.08M 1.25% 17
2018
Q3 		– Sell
-10,398
Closed -$823K – 73
2018
Q2 		$823K Sell
10,398
-5,720
-35% -$452K 0.46% 19
2018
Q1 		$1.29M Sell
16,118
-33,266
-67% -$2.66M 0.69% 15
2017
Q4 		$4.03M Buy
49,384
+2
+0% +$163 2.66% 6
2017
Q3 		$4.05M Buy
49,382
+453
+0.9% +$37.2K 2.64% 5
2017
Q2 		$4M Buy
48,929
+1,109
+2% +$90.6K 2.69% 5
2017
Q1 		$3.88M Sell
47,820
-4,939
-9% -$399K 2.68% 5
2016
Q4 		$4.26M Buy
+52,759
New +$4.32M 3.14% 5
2016
Q1 		– Sell
-10,630
Closed -$858K – 18
2015
Q4 		$858K Buy
+10,630
New +$865K 0.77% 10

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Willow Creek Wealth Management's BND Position: Q3 2025 in Review

Willow Creek Wealth Management reduced its Vanguard Total Bond Market (BND) stake by 2.2% in Q3 2025, selling an estimated $42K and leaving 25,915 shares worth $1.93M. The position accounts for 0.16% of the portfolio, ranked #55.

Willow Creek Wealth Management first reported a position in BND in Q4 2015 and has held it in 24 quarters since. The position peaked at $6.05M in Q4 2021. 1,651 funds tracked by Wall St. Rank hold BND as of Q3 2025.

  • Willow Creek Wealth Management held 25,915 shares of Vanguard Total Bond Market worth $1.93M as of Q3 2025.
  • Willow Creek Wealth Management sold 570 Vanguard Total Bond Market shares in Q3 2025, an estimated $42K.
  • Vanguard Total Bond Market made up 0.16% of Willow Creek Wealth Management's portfolio in Q3 2025, its #55 holding.
  • Willow Creek Wealth Management first reported a position in Vanguard Total Bond Market in Q4 2015 and has held it in 24 quarters since.
  • Willow Creek Wealth Management's Vanguard Total Bond Market position peaked at $6.05M in Q4 2021.
  • 1,651 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2025.

Based on Willow Creek Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.