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Atomi Financial Group’s Vanguard Total Bond Market BND Stock Holding History

Atomi Financial Group’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 		$47.1M Sell
641,444
-30,074
-4% -$2.21M 1.23% 15
2026
Q1 		$49.5M Sell
671,518
-93,327
-12% -$6.92M 1.52% 10
2025
Q4 		$56.7M Buy
764,845
+102,002
+15% +$7.59M 1.66% 12
2025
Q3 		$49.3M Buy
662,843
+148,329
+29% +$10.9M 1.59% 14
2025
Q2 		$37.9M Buy
514,514
+96,958
+23% +$7.05M 1.43% 16
2025
Q1 		$30.7M Buy
417,556
+83,922
+25% +$6.09M 1.4% 13
2024
Q4 		$24M Buy
333,634
+80,260
+32% +$5.87M 1.21% 16
2024
Q3 		$19M Buy
253,374
+93,018
+58% +$6.88M 1.19% 16
2024
Q2 		$11.6M Buy
160,356
+106,767
+199% +$7.65M 0.86% 22
2024
Q1 		$3.89M Buy
53,589
+49,280
+1,144% +$3.58M 0.36% 60
2023
Q4 		$317K Buy
+4,309
New +$304K 0.04% 399

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

Atomi Financial Group's BND Position: Q2 2026 in Review

Atomi Financial Group reduced its Vanguard Total Bond Market (BND) stake by 4.5% in Q2 2026, selling an estimated $2.21M and leaving 641,444 shares worth $47.1M. The position accounts for 1.23% of the portfolio, ranked #15.

Atomi Financial Group first reported a position in BND in Q4 2023 and has held it in 11 quarters since. The position peaked at $56.7M in Q4 2025. 1,822 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Atomi Financial Group held 641,444 shares of Vanguard Total Bond Market worth $47.1M as of Q2 2026.
  • Atomi Financial Group sold 30,074 Vanguard Total Bond Market shares in Q2 2026, an estimated $2.21M.
  • Vanguard Total Bond Market made up 1.23% of Atomi Financial Group's portfolio in Q2 2026, its #15 holding.
  • Atomi Financial Group first reported a position in Vanguard Total Bond Market in Q4 2023 and has held it in 11 quarters since.
  • Atomi Financial Group's Vanguard Total Bond Market position peaked at $56.7M in Q4 2025.
  • 1,822 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.