Financial Gravity Companies’s Vanguard Total Bond Market BND Stock Holding History

Financial Gravity Companies’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	$25K	Buy	+341	New	+$25K	﹤0.01%	427
2025 Q2	$33.9K	Buy	+460	New	+$33.5K	0.01%	361
2024 Q4	$5.58K	Sell	78 -9	-10%	-$658	﹤0.01%	666
2024 Q3	$6.56K	Buy	+87	New	+$6.44K	﹤0.01%	412
2018 Q4	$4.83M	Buy	+60,648	New	+$4.74M	4.39%	2
2018 Q1	$30K	Buy	+386	New	+$30.9K	0.03%	460

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

Financial Gravity Companies's BND Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in Vanguard Total Bond Market (BND) in Q2 2026: 341 shares worth $25K. The stake represents ﹤0.01% of the portfolio and ranks #427 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in BND as recently as Q2 2025.

Financial Gravity Companies first reported a position in BND in Q1 2018 and has held it in 6 quarters since. The position peaked at $4.83M in Q4 2018. 1,822 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Financial Gravity Companies held 341 shares of Vanguard Total Bond Market worth $25K as of Q2 2026.
Vanguard Total Bond Market was a new Financial Gravity Companies position in Q2 2026.
Vanguard Total Bond Market made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2026, its #427 holding.
Financial Gravity Companies first reported a position in Vanguard Total Bond Market in Q1 2018 and has held it in 6 quarters since.
Financial Gravity Companies's Vanguard Total Bond Market position peaked at $4.83M in Q4 2018.
1,822 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.