EnRich Financial Partners’s Vanguard Total Bond Market BND Stock Holding History

EnRich Financial Partners’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	$342K	Buy	4,660 +653	+16%	+$47.9K	0.08%	52
2026 Q1	$295K	Hold	4,007	–	–	0.08%	54
2025 Q4	$297K	Sell	4,007 -413	-9%	-$30.7K	0.08%	56
2025 Q3	$329K	Buy	4,420 +42	+1%	+$3.09K	0.09%	47
2025 Q2	$322K	Hold	4,378	–	–	0.1%	46
2025 Q1	$322K	Buy	4,378 +462	+12%	+$33.5K	0.11%	43
2024 Q4	$282K	Hold	3,916	–	–	0.09%	44
2024 Q3	$294K	Hold	3,916	–	–	0.1%	44
2024 Q2	$282K	Buy	3,916 +813	+26%	+$58.2K	0.1%	42
2024 Q1	$225K	Hold	3,103	–	–	0.08%	49
2023 Q4	$228K	Buy	+3,103	New	+$219K	0.1%	47

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

EnRich Financial Partners's BND Position: Q2 2026 in Review

EnRich Financial Partners increased its Vanguard Total Bond Market (BND) stake by 16% in Q2 2026, buying an estimated $47.9K and bringing the position to 4,660 shares worth $342K. The position accounts for 0.08% of the portfolio, ranked #52.

EnRich Financial Partners first reported a position in BND in Q4 2023 and has held it in 11 quarters since. 1,813 funds tracked by Wall St. Rank hold BND as of Q2 2026.

EnRich Financial Partners held 4,660 shares of Vanguard Total Bond Market worth $342K as of Q2 2026.
EnRich Financial Partners bought 653 Vanguard Total Bond Market shares in Q2 2026, an estimated $47.9K.
Vanguard Total Bond Market made up 0.08% of EnRich Financial Partners's portfolio in Q2 2026, its #52 holding.
EnRich Financial Partners first reported a position in Vanguard Total Bond Market in Q4 2023 and has held it in 11 quarters since.
1,813 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on EnRich Financial Partners's 13F filing for Q2 2026, filed 27 Jul 2026.