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Essential Planning’s Vanguard Total Bond Market BND Stock Holding History

Essential Planning’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
Q1 		$52.7M Sell
716,173
-20,106
-3% -$1.49M 16.77% 1
2025
Q4 		$54.5M Sell
736,279
-26,950
-4% -$2.01M 17.39% 2
2025
Q3 		$56.8M Sell
763,229
-5,175
-0.7% -$381K 19.54% 1
2025
Q2 		$56.6M Buy
768,404
+16,967
+2% +$1.23M 21.06% 1
2025
Q1 		$55.2M Sell
751,437
-45,093,075
-98% -$3.27B 22.24% 1
2024
Q4 		$3.35B Buy
45,844,512
+45,154,186
+6,541% +$3.3B 21.84% 1
2024
Q3 		$51.9M Buy
690,326
+16,405
+2% +$1.21M 21.27% 1
2024
Q2 		$48.6M Buy
673,921
+662,461
+5,781% +$47.4M 21.37% 1
2024
Q1 		$843K Hold
11,460
– – 0.42% 25
2023
Q4 		$843K Buy
11,460
+7,787
+212% +$550K 0.43% 25
2023
Q3 		$256K Buy
+3,673
New +$262K 0.14% 49

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Essential Planning's BND Position: Q1 2026 in Review

Essential Planning reduced its Vanguard Total Bond Market (BND) stake by 2.7% in Q1 2026, selling an estimated $1.49M and leaving 716,173 shares worth $52.7M. The position accounts for 16.77% of the portfolio, ranked #1.

Essential Planning first reported a position in BND in Q3 2023 and has held it in 11 quarters since. The position peaked at $3.35B in Q4 2024. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Essential Planning held 716,173 shares of Vanguard Total Bond Market worth $52.7M as of Q1 2026.
  • Essential Planning sold 20,106 Vanguard Total Bond Market shares in Q1 2026, an estimated $1.49M.
  • Vanguard Total Bond Market made up 16.77% of Essential Planning's portfolio in Q1 2026, its #1 holding.
  • Essential Planning first reported a position in Vanguard Total Bond Market in Q3 2023 and has held it in 11 quarters since.
  • Essential Planning's Vanguard Total Bond Market position peaked at $3.35B in Q4 2024.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Essential Planning's 13F filing for Q1 2026, filed 23 Apr 2026.