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Diversified Management’s Vanguard Total Bond Market BND Stock Holding History

Diversified Management’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 		$395K Hold
5,633
– – 0.07% 180
2026
Q2 		$414K Hold
5,633
– – 0.09% 117
2026
Q1 		$415K Hold
5,633
– – 0.07% 196
2025
Q4 		$417K Buy
+5,633
New +$419K 0.1% 114

Other funds holding BND

SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GP
Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return

Diversified Management's BND Position: Q3 2026 in Review

Diversified Management held its Vanguard Total Bond Market (BND) position steady in Q3 2026 at 5,633 shares worth $395K. The position accounts for 0.07% of the portfolio, ranked #180.

Diversified Management first reported a position in BND in Q4 2025 and has held it in 4 quarters since. The position peaked at $417K in Q4 2025. 78 funds tracked by Wall St. Rank hold BND as of Q3 2026.

  • Diversified Management held 5,633 shares of Vanguard Total Bond Market worth $395K as of Q3 2026.
  • Diversified Management left its Vanguard Total Bond Market share count unchanged in Q3 2026.
  • Vanguard Total Bond Market made up 0.07% of Diversified Management's portfolio in Q3 2026, its #180 holding.
  • Diversified Management first reported a position in Vanguard Total Bond Market in Q4 2025 and has held it in 4 quarters since.
  • Diversified Management's Vanguard Total Bond Market position peaked at $417K in Q4 2025.
  • 78 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2026.

Based on Diversified Management's 13F filing for Q3 2026, filed 8 Oct 2026.