Denver PWM
BND icon

Denver PWM’s Vanguard Total Bond Market BND Stock Holding History

Denver PWM’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
Q3 		$271K Hold
3,861
– – 0.09% 83
2026
Q2 		$279K Hold
3,861
– – 0.09% 83
2026
Q1 		$284K Hold
3,861
– – 0.1% 77
2025
Q4 		$284K Hold
3,861
– – 0.09% 68
2025
Q3 		$284K Hold
3,861
– – 0.09% 70
2025
Q2 		$284K Buy
+3,861
New +$281K 0.09% 70

Other funds holding BND

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return
SBI Okasan Asset Management
SBI Okasan Asset Management Tokyo, Japan $3.18B AUM 5.76% 1-Year Est. Return
Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.7B AUM 3.08% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Denver PWM's BND Position: Q3 2026 in Review

Denver PWM held its Vanguard Total Bond Market (BND) position steady in Q3 2026 at 3,861 shares worth $271K. The position accounts for 0.09% of the portfolio, ranked #83.

Denver PWM first reported a position in BND in Q2 2025 and has held it in 6 quarters since. The position peaked at $284K in Q4 2025. 1,270 funds tracked by Wall St. Rank hold BND as of Q3 2026.

  • Denver PWM held 3,861 shares of Vanguard Total Bond Market worth $271K as of Q3 2026.
  • Denver PWM left its Vanguard Total Bond Market share count unchanged in Q3 2026.
  • Vanguard Total Bond Market made up 0.09% of Denver PWM's portfolio in Q3 2026, its #83 holding.
  • Denver PWM first reported a position in Vanguard Total Bond Market in Q2 2025 and has held it in 6 quarters since.
  • Denver PWM's Vanguard Total Bond Market position peaked at $284K in Q4 2025.
  • 1,270 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2026.

Based on Denver PWM's 13F filing for Q3 2026, filed 22 Oct 2026.