Creative Planning
BND icon

Creative Planning’s Vanguard Total Bond Market BND Stock Holding History

Creative 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
2020
Q2 		– Sell
-3,000
Closed -$3K – 2028
2020
Q1 		$3K Buy
+3,000
New +$255K ﹤0.01% 1807

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
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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Creative Planning's BND Position: Q1 2026 in Review

Creative Planning increased its Vanguard Total Bond Market (BND) stake by 3.1% in Q1 2026, buying an estimated $267M and bringing the position to 121,385,406 shares worth $8.94B. The position accounts for 6.06% of the portfolio, ranked #2.

Creative Planning first reported a position in BND in Q2 2013 and has held it in 52 quarters since. The position peaked at $9.29B in Q3 2025. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Creative Planning held 121,385,406 shares of Vanguard Total Bond Market worth $8.94B as of Q1 2026.
  • Creative Planning bought 3,604,204 Vanguard Total Bond Market shares in Q1 2026, an estimated $267M.
  • Vanguard Total Bond Market made up 6.06% of Creative Planning's portfolio in Q1 2026, its #2 holding.
  • Creative Planning first reported a position in Vanguard Total Bond Market in Q2 2013 and has held it in 52 quarters since.
  • Creative Planning's Vanguard Total Bond Market position peaked at $9.29B in Q3 2025.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.