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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
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
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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Gravity Companies's BND Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Vanguard Total Bond Market (BND) in Q2 2025: 460 shares worth $33.9K. The stake represents 0.01% of the portfolio and ranks #361 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in BND as recently as Q4 2024.

Financial Gravity Companies first reported a position in BND in Q1 2018 and has held it in 5 quarters since. The position peaked at $4.83M in Q4 2018. 1,639 funds tracked by Wall St. Rank hold BND as of Q2 2025.

  • Financial Gravity Companies held 460 shares of Vanguard Total Bond Market worth $33.9K as of Q2 2025.
  • Vanguard Total Bond Market was a new Financial Gravity Companies position in Q2 2025.
  • Vanguard Total Bond Market made up 0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #361 holding.
  • Financial Gravity Companies first reported a position in Vanguard Total Bond Market in Q1 2018 and has held it in 5 quarters since.
  • Financial Gravity Companies's Vanguard Total Bond Market position peaked at $4.83M in Q4 2018.
  • 1,639 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.