Center for Financial Planning’s Vanguard Total Bond Market BND Stock Holding History

Center for Financial Planning’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	$46.3K	Hold	631	–	–	﹤0.01%	327
2026 Q1	$46.5K	Hold	631	–	–	﹤0.01%	313
2025 Q4	$46.7K	Hold	631	–	–	﹤0.01%	304
2025 Q3	$46.9K	Sell	631 -6	-0.9%	-$442	0.01%	315
2025 Q2	$46.9K	Buy	637 +6	+1%	+$436	0.01%	300
2025 Q1	$46.3K	Hold	631	–	–	0.01%	288
2024 Q4	$45.4K	Hold	631	–	–	0.01%	281
2024 Q3	$47.4K	Hold	631	–	–	0.01%	265
2024 Q2	$45.5K	Hold	631	–	–	0.01%	244
2024 Q1	$45.8K	Hold	631	–	–	0.01%	250
2023 Q4	$46.4K	Sell	631 -1,110	-64%	-$78.4K	0.01%	226
2023 Q3	$121K	Sell	1,741 -429	-20%	-$30.6K	0.03%	155
2023 Q2	$158K	Buy	2,170 +1,253	+137%	+$91.8K	0.03%	147
2023 Q1	$67.7K	Hold	917	–	–	0.02%	191
2022 Q4	$65.9K	Hold	917	–	–	0.02%	193
2022 Q3	$65K	Hold	917	–	–	0.02%	189
2022 Q2	$69K	Hold	917	–	–	0.02%	191
2022 Q1	$73K	Sell	917 -83	-8%	-$6.78K	0.02%	197
2021 Q4	$85K	Buy	+1,000	New	+$85.2K	0.02%	186
2020 Q2	–	Sell	-214	Closed	-$18K	–	467
2020 Q1	$18K	Buy	+214	New	+$18.2K	0.01%	264

Other funds holding BND

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Center for Financial Planning's BND Position: Q2 2026 in Review

Center for Financial Planning held its Vanguard Total Bond Market (BND) position steady in Q2 2026 at 631 shares worth $46.3K. The position accounts for ﹤0.01% of the portfolio, ranked #327.

Center for Financial Planning first reported a position in BND in Q1 2020 and has held it in 20 quarters since. The position peaked at $158K in Q2 2023. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Center for Financial Planning held 631 shares of Vanguard Total Bond Market worth $46.3K as of Q2 2026.
Center for Financial Planning left its Vanguard Total Bond Market share count unchanged in Q2 2026.
Vanguard Total Bond Market made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #327 holding.
Center for Financial Planning first reported a position in Vanguard Total Bond Market in Q1 2020 and has held it in 20 quarters since.
Center for Financial Planning's Vanguard Total Bond Market position peaked at $158K in Q2 2023.
1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.