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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
Q2 		$49.7M Sell
676,966
-39,207
-5% -$2.88M 14.04% 2
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 $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Essential Planning's BND Position: Q2 2026 in Review

Essential Planning reduced its Vanguard Total Bond Market (BND) stake by 5.5% in Q2 2026, selling an estimated $2.88M and leaving 676,966 shares worth $49.7M. The position accounts for 14.04% of the portfolio, ranked #2.

Essential Planning first reported a position in BND in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.35B in Q4 2024. 1,821 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Essential Planning held 676,966 shares of Vanguard Total Bond Market worth $49.7M as of Q2 2026.
  • Essential Planning sold 39,207 Vanguard Total Bond Market shares in Q2 2026, an estimated $2.88M.
  • Vanguard Total Bond Market made up 14.04% of Essential Planning's portfolio in Q2 2026, its #2 holding.
  • Essential Planning first reported a position in Vanguard Total Bond Market in Q3 2023 and has held it in 12 quarters since.
  • Essential Planning's Vanguard Total Bond Market position peaked at $3.35B in Q4 2024.
  • 1,821 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Essential Planning's 13F filing for Q2 2026, filed 3 Aug 2026.