Discipline Wealth Solutions
BND icon

Discipline Wealth Solutions’s Vanguard Total Bond Market BND Stock Holding History

Discipline Wealth Solutions’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 		$10.1M Buy
143,674
+6,489
+5% +$468K 0.88% 32
2026
Q2 		$10.1M Buy
137,185
+45,313
+49% +$3.33M 0.88% 33
2026
Q1 		$6.77M Buy
91,872
+65,615
+250% +$4.87M 0.71% 40
2025
Q4 		$1.94M Buy
26,257
+13,875
+112% +$1.03M 0.36% 52
2025
Q3 		$921K Buy
12,382
+4,494
+57% +$331K 0.24% 64
2025
Q2 		$581K Buy
7,888
+3,991
+102% +$290K 0.22% 54
2025
Q1 		$286K Sell
3,897
-1,451
-27% -$105K 0.14% 64
2024
Q4 		$385K Sell
5,348
-775
-13% -$56.7K 0.18% 56
2024
Q3 		$460K Sell
6,123
-1,594
-21% -$118K 0.24% 47
2024
Q2 		$556K Buy
7,717
+160
+2% +$11.5K 0.44% 16
2024
Q1 		$543K Sell
7,557
-17,871
-70% -$1.3M 0.5% 13
2023
Q4 		$1.86M Buy
+25,428
New +$1.8M 1.85% 11

Other funds holding BND

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Oakworth Capital
Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Discipline Wealth Solutions's BND Position: Q3 2026 in Review

Discipline Wealth Solutions increased its Vanguard Total Bond Market (BND) stake by 4.7% in Q3 2026, buying an estimated $468K and bringing the position to 143,674 shares worth $10.1M. The position accounts for 0.88% of the portfolio, ranked #32.

Discipline Wealth Solutions first reported a position in BND in Q4 2023 and has held it in 12 quarters since. 729 funds tracked by Wall St. Rank hold BND as of Q3 2026.

  • Discipline Wealth Solutions held 143,674 shares of Vanguard Total Bond Market worth $10.1M as of Q3 2026.
  • Discipline Wealth Solutions bought 6,489 Vanguard Total Bond Market shares in Q3 2026, an estimated $468K.
  • Vanguard Total Bond Market made up 0.88% of Discipline Wealth Solutions's portfolio in Q3 2026, its #32 holding.
  • Discipline Wealth Solutions first reported a position in Vanguard Total Bond Market in Q4 2023 and has held it in 12 quarters since.
  • 729 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2026.

Based on Discipline Wealth Solutions's 13F filing for Q3 2026, filed 14 Oct 2026.