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Falcon Wealth Planning’s Vanguard Total Bond Market BND Stock Holding History

Falcon Wealth 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 		$670K Buy
9,132
+1,815
+25% +$133K 0.04% 127
2026
Q1 		$539K Sell
7,317
-393
-5% -$29.2K 0.04% 128
2025
Q4 		$571K Sell
7,710
-6
-0.1% -$447 0.05% 111
2025
Q3 		$574K Buy
7,716
+1,076
+16% +$79.2K 0.05% 104
2025
Q2 		$489K Sell
6,640
-401
-6% -$29.2K 0.05% 103
2025
Q1 		$517K Buy
+7,041
New +$511K 0.06% 102
2024
Q2 		– Sell
-356,932
Closed -$25.9M – 136
2024
Q1 		$25.9M Buy
356,932
+58,533
+20% +$4.25M 4.11% 8
2023
Q4 		$21.9M Buy
298,399
+30,889
+12% +$2.18M 3.84% 10
2023
Q3 		$18.7M Buy
267,510
+67,250
+34% +$4.8M 4.05% 9
2023
Q2 		$14.6M Buy
200,260
+20,460
+11% +$1.5M 3.24% 14
2023
Q1 		$13.3M Buy
179,800
+30,916
+21% +$2.26M 3.31% 14
2022
Q4 		$10.7M Buy
148,884
+27,388
+23% +$1.96M 3.07% 14
2022
Q3 		$8.67M Buy
121,496
+13,662
+13% +$1.02M 2.87% 15
2022
Q2 		$8.12M Sell
107,834
-7,765
-7% -$591K 2.76% 15
2022
Q1 		$9.2M Buy
115,599
+20,101
+21% +$1.64M 2.88% 15
2021
Q4 		$8.09M Buy
95,498
+19,911
+26% +$1.7M 2.65% 15
2021
Q3 		$6.46M Buy
75,587
+13,847
+22% +$1.2M 2.46% 15
2021
Q2 		$5.3M Buy
61,740
+11,143
+22% +$950K 2.27% 15
2021
Q1 		$4.29M Buy
50,597
+11,485
+29% +$990K 2.09% 17
2020
Q4 		$3.45M Buy
+39,112
New +$3.44M 1.93% 17

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

Falcon Wealth Planning's BND Position: Q2 2026 in Review

Falcon Wealth Planning increased its Vanguard Total Bond Market (BND) stake by 25% in Q2 2026, buying an estimated $133K and bringing the position to 9,132 shares worth $670K. The position accounts for 0.04% of the portfolio, ranked #127.

Falcon Wealth Planning first reported a position in BND in Q4 2020 and has held it in 20 quarters since. The position peaked at $25.9M in Q1 2024. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Falcon Wealth Planning held 9,132 shares of Vanguard Total Bond Market worth $670K as of Q2 2026.
  • Falcon Wealth Planning bought 1,815 Vanguard Total Bond Market shares in Q2 2026, an estimated $133K.
  • Vanguard Total Bond Market made up 0.04% of Falcon Wealth Planning's portfolio in Q2 2026, its #127 holding.
  • Falcon Wealth Planning first reported a position in Vanguard Total Bond Market in Q4 2020 and has held it in 20 quarters since.
  • Falcon Wealth Planning's Vanguard Total Bond Market position peaked at $25.9M in Q1 2024.
  • 1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Falcon Wealth Planning's 13F filing for Q2 2026, filed 13 Jul 2026.