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

Dunhill 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	$5.74M	Sell	78,285 -12,464	-14%	-$915K	1.17%	17
2026 Q1	$6.68M	Buy	+90,749	New	+$6.73M	1.57%	13
2025 Q4	–	Hold	0	–	–	–	3
2025 Q3	–	Sell	-370,529	Closed	-$27.3M	–	3
2025 Q2	$27.3M	Buy	370,529 +133,769	+56%	+$9.73M	7.9%	4
2025 Q1	$17.4M	Buy	236,760 +93,452	+65%	+$6.78M	7.91%	3
2024 Q4	$10.3M	Buy	143,308 +34,654	+32%	+$2.53M	4.79%	5
2024 Q3	$8.16M	Buy	108,654 +64,384	+145%	+$4.76M	4.19%	6
2024 Q2	$3.19M	Buy	44,270 +17,841	+68%	+$1.28M	1.98%	11
2024 Q1	$1.91M	Buy	26,429 +26,386	+61,363%	+$1.91M	1.42%	15
2023 Q4	$3.17K	Sell	43 -27,994	-100%	-$1.98M	﹤0.01%	361
2023 Q3	$1.95M	Buy	28,037 +453	+2%	+$32.3K	1.23%	21
2023 Q2	$1.95M	Buy	+27,584	New	+$2.02M	1.28%	21

Other funds holding BND

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Dunhill Financial's BND Position: Q2 2026 in Review

Dunhill Financial reduced its Vanguard Total Bond Market (BND) stake by 14% in Q2 2026, selling an estimated $915K and leaving 78,285 shares worth $5.74M. The position accounts for 1.17% of the portfolio, ranked #17.

Dunhill Financial first reported a position in BND in Q2 2023 and has held it in 11 quarters since. The position peaked at $27.3M in Q2 2025. 1,822 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Dunhill Financial held 78,285 shares of Vanguard Total Bond Market worth $5.74M as of Q2 2026.
Dunhill Financial sold 12,464 Vanguard Total Bond Market shares in Q2 2026, an estimated $915K.
Vanguard Total Bond Market made up 1.17% of Dunhill Financial's portfolio in Q2 2026, its #17 holding.
Dunhill Financial first reported a position in Vanguard Total Bond Market in Q2 2023 and has held it in 11 quarters since.
Dunhill Financial's Vanguard Total Bond Market position peaked at $27.3M in Q2 2025.
1,822 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Dunhill Financial's 13F filing for Q2 2026, filed 7 Aug 2026.