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Convergence Financial’s Vanguard Total Bond Market BND Stock Holding History

Convergence Financial’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 		$220K Buy
+2,994
New +$220K 0.02% 259
2024
Q4 		– Sell
-3,812
Closed -$286K – 161
2024
Q3 		$286K Buy
+3,812
New +$282K 0.06% 127

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 22.9% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Convergence Financial's BND Position: Q2 2026 in Review

Convergence Financial opened a new position in Vanguard Total Bond Market (BND) in Q2 2026: 2,994 shares worth $220K. The stake represents 0.02% of the portfolio and ranks #259 among its holdings. This is a return to the name: Convergence Financial previously reported a position in BND as recently as Q3 2024.

Convergence Financial first reported a position in BND in Q3 2024 and has held it in 2 quarters since. The position peaked at $286K in Q3 2024. 1,830 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Convergence Financial held 2,994 shares of Vanguard Total Bond Market worth $220K as of Q2 2026.
  • Vanguard Total Bond Market was a new Convergence Financial position in Q2 2026.
  • Vanguard Total Bond Market made up 0.02% of Convergence Financial's portfolio in Q2 2026, its #259 holding.
  • Convergence Financial first reported a position in Vanguard Total Bond Market in Q3 2024 and has held it in 2 quarters since.
  • Convergence Financial's Vanguard Total Bond Market position peaked at $286K in Q3 2024.
  • 1,830 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Convergence Financial's 13F filing for Q2 2026, filed 5 Aug 2026.