Ellevest Inc’s Vanguard Total Bond Market BND Stock Holding History

Ellevest Inc’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	$26.5M	Buy	535,816 +33,223	+7%	+$2.39M	3.09%	4
2026 Q2	$25.3M	Buy	502,593 +184,444	+58%	+$13.5M	2.98%	4
2026 Q1	$23.4M	Buy	318,149 +28,309	+10%	+$2.1M	3.26%	4
2025 Q4	$21.5M	Buy	289,840 +26,219	+10%	+$1.95M	2.97%	4
2025 Q3	$19.6M	Buy	263,621 +15,227	+6%	+$1.12M	2.8%	4
2025 Q2	$18.3M	Sell	248,394 -469,520	-65%	-$34.1M	2.92%	4
2025 Q1	$52.7M	Sell	717,914 -52,037	-7%	-$3.78M	3.51%	8
2024 Q4	$55.3M	Buy	769,951 +49,864	+7%	+$3.65M	3.19%	8
2024 Q3	$54.1M	Buy	720,087 +48,055	+7%	+$3.56M	2.99%	9
2024 Q2	$48.4M	Buy	672,032 +36,949	+6%	+$2.65M	2.9%	9
2024 Q1	$46.1M	Buy	635,083 +52,639	+9%	+$3.82M	2.86%	9
2023 Q4	$42.8M	Buy	582,444 +12,497	+2%	+$882K	2.92%	7
2023 Q3	$39.8M	Buy	569,947 +50,902	+10%	+$3.63M	3.06%	9
2023 Q2	$37.7M	Buy	519,045 +18,760	+4%	+$1.37M	2.84%	9
2023 Q1	$36.9M	Buy	500,285 +21,537	+4%	+$1.58M	2.87%	9
2022 Q4	$34.4M	Buy	478,748 +7,631	+2%	+$547K	2.89%	9
2022 Q3	$33.6M	Buy	471,117 +17,017	+4%	+$1.27M	3.18%	9
2022 Q2	$34.2M	Buy	454,100 +24,217	+6%	+$1.84M	3.21%	9
2022 Q1	$34.2M	Buy	429,883 +21,631	+5%	+$1.77M	2.88%	9
2021 Q4	$34.5M	Buy	408,252 +30,327	+8%	+$2.58M	3.07%	9
2021 Q3	$32.3M	Buy	377,925 +26,214	+7%	+$2.26M	3.14%	9
2021 Q2	$30.2M	Buy	351,711 +45,665	+15%	+$3.89M	3%	9
2021 Q1	$25.9M	Buy	306,046 +50,931	+20%	+$4.39M	3.13%	9
2020 Q4	$22.5M	Buy	255,115 +27,336	+12%	+$2.41M	3.29%	8
2020 Q3	$20.1M	Buy	227,779 +39,876	+21%	+$3.54M	3.61%	6
2020 Q2	$16.6M	Buy	187,903 +29,036	+18%	+$2.54M	3.55%	6
2020 Q1	$13.6M	Buy	158,867 +8,226	+5%	+$699K	3.75%	6
2019 Q4	$12.6M	Buy	150,641 +25,240	+20%	+$2.12M	3.51%	8
2019 Q3	$10.6M	Sell	125,401 -47,682	-28%	-$4M	3.71%	8
2019 Q2	$9.27M	Buy	173,083 +857	+0.5%	+$69.8K	3.68%	7
2019 Q1	$7.54M	Buy	172,226 +98,789	+135%	+$7.89M	3.59%	7
2018 Q4	$5.8M	Buy	+73,437	New	+$5.74M	2.95%	6

Other funds holding BND

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

SBI Okasan Asset Management Tokyo, Japan $3.18B AUM 5.76% 1-Year Est. Return

Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.62B AUM 0.83% 1-Year Est. Return

Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.7B AUM 3.08% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return

Ellevest Inc's BND Position: Q3 2026 in Review

Ellevest Inc increased its Vanguard Total Bond Market (BND) stake by 6.6% in Q3 2026, buying an estimated $2.39M and bringing the position to 535,816 shares worth $26.5M. The position accounts for 3.09% of the portfolio, ranked #4.

Ellevest Inc first reported a position in BND in Q4 2018 and has held it in 32 quarters since. The position peaked at $55.3M in Q4 2024. 1,351 funds tracked by Wall St. Rank hold BND as of Q3 2026.

Ellevest Inc held 535,816 shares of Vanguard Total Bond Market worth $26.5M as of Q3 2026.
Ellevest Inc bought 33,223 Vanguard Total Bond Market shares in Q3 2026, an estimated $2.39M.
Vanguard Total Bond Market made up 3.09% of Ellevest Inc's portfolio in Q3 2026, its #4 holding.
Ellevest Inc first reported a position in Vanguard Total Bond Market in Q4 2018 and has held it in 32 quarters since.
Ellevest Inc's Vanguard Total Bond Market position peaked at $55.3M in Q4 2024.
1,351 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2026.

Based on Ellevest Inc's 13F filing for Q3 2026, filed 10 Nov 2026.