Ethos Financial Group’s Vanguard Total Bond Market BND Stock Holding History

Ethos Financial Group’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	$216K	Buy	+2,988	New	+$219K	0.01%	557
2024 Q3	–	Sell	-3,058	Closed	-$220K	–	302
2024 Q2	$220K	Sell	3,058 -566	-16%	-$40.5K	0.04%	246
2024 Q1	$263K	Hold	3,624	–	–	0.05%	220
2023 Q4	$267K	Sell	3,624 -1,923	-35%	-$136K	0.06%	211
2023 Q3	$387K	Sell	5,547 -315	-5%	-$22.5K	0.1%	110
2023 Q2	$433K	Hold	5,862	–	–	0.15%	76
2023 Q1	$433K	Buy	+5,862	New	+$429K	0.13%	92

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 22.9% 1-Year Est. Return

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

Ethos Financial Group's BND Position: Q2 2026 in Review

Ethos Financial Group opened a new position in Vanguard Total Bond Market (BND) in Q2 2026: 2,988 shares worth $216K. The stake represents 0.01% of the portfolio and ranks #557 among its holdings. This is a return to the name: Ethos Financial Group previously reported a position in BND as recently as Q2 2024.

Ethos Financial Group first reported a position in BND in Q1 2023 and has held it in 7 quarters since. The position peaked at $433K in Q2 2023. 1,830 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Ethos Financial Group held 2,988 shares of Vanguard Total Bond Market worth $216K as of Q2 2026.
Vanguard Total Bond Market was a new Ethos Financial Group position in Q2 2026.
Vanguard Total Bond Market made up 0.01% of Ethos Financial Group's portfolio in Q2 2026, its #557 holding.
Ethos Financial Group first reported a position in Vanguard Total Bond Market in Q1 2023 and has held it in 7 quarters since.
Ethos Financial Group's Vanguard Total Bond Market position peaked at $433K in Q2 2023.
1,830 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

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