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Financial Insights’s Vanguard Total Bond Market BND Stock Holding History

Financial Insights’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
Q1 		– Sell
-3,708
Closed -$275K – 131
2025
Q4 		$275K Sell
3,708
-1,334
-26% -$99.3K 0.09% 105
2025
Q3 		$375K Sell
5,042
-2,015
-29% -$148K 0.12% 88
2025
Q2 		$520K Sell
7,057
-906
-11% -$65.9K 0.19% 68
2025
Q1 		$585K Sell
7,963
-2,540
-24% -$184K 0.23% 56
2024
Q4 		$755K Sell
10,503
-2,664
-20% -$195K 0.28% 47
2024
Q3 		$989K Sell
13,167
-2,778
-17% -$206K 0.31% 53
2024
Q2 		$1.15M Sell
15,945
-5,236
-25% -$375K 0.32% 50
2024
Q1 		$1.54M Sell
21,181
-1,883
-8% -$137K 0.43% 48
2023
Q4 		$1.7M Sell
23,064
-3,105
-12% -$219K 0.53% 36
2023
Q3 		$1.79M Sell
26,169
-8,134
-24% -$581K 0.64% 31
2023
Q2 		$2.49M Sell
34,303
-17,562
-34% -$1.29M 0.92% 22
2023
Q1 		$3.83M Sell
51,865
-21,245
-29% -$1.55M 1.56% 13
2022
Q4 		$5.25M Buy
73,110
+52,881
+261% +$3.79M 2.49% 11
2022
Q3 		$1.44M Sell
20,229
-39
-0.2% -$2.92K 0.97% 26
2022
Q2 		$1.52M Buy
20,268
+3,822
+23% +$291K 1.55% 16
2022
Q1 		$1.31M Buy
16,446
+3,709
+29% +$303K 1.2% 22
2021
Q4 		$1.08M Buy
12,737
+2,560
+25% +$218K 0.93% 29
2021
Q3 		$870K Buy
10,177
+2,007
+25% +$173K 0.8% 31
2021
Q2 		$7.02M Buy
8,170
+1,412
+21% +$120K 0.58% 35
2021
Q1 		$573K Buy
6,758
+4,075
+152% +$351K 0.42% 41
2020
Q4 		$237K Sell
2,683
-663
-20% -$58.3K 0.18% 68
2020
Q3 		$295K Buy
3,346
+2,652
+382% +$235K 0.25% 54
2020
Q2 		$281 Sell
694
-2,455
-78% -$215K 0.25% 55
2020
Q1 		$269K Buy
3,149
+69
+2% +$5.86K 0.28% 56
2019
Q4 		$258K Buy
3,080
+57
+2% +$4.79K 0.23% 66
2019
Q3 		$255K Hold
3,023
– – 0.24% 61
2019
Q2 		$255K Buy
3,023
+69
+2% +$5.62K 0.26% 55
2019
Q1 		$239K Buy
2,954
+352
+14% +$28.1K 0.25% 52
2018
Q4 		$208K Buy
+2,602
New +$203K 0.23% 55

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Insights's BND Position: Q1 2026 in Review

Financial Insights sold out of Vanguard Total Bond Market (BND) in Q1 2026, closing a stake of 3,708 shares — an estimated $275K sold.

Financial Insights first reported a position in BND in Q4 2018 and held it in 29 quarters. The position peaked at $7.02M in Q2 2021. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Financial Insights reported no remaining Vanguard Total Bond Market position as of Q1 2026 after selling out during the quarter.
  • Financial Insights sold 3,708 Vanguard Total Bond Market shares in Q1 2026, an estimated $275K.
  • Financial Insights first reported a position in Vanguard Total Bond Market in Q4 2018 and held it in 29 quarters.
  • Financial Insights's Vanguard Total Bond Market position peaked at $7.02M in Q2 2021.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Financial Insights's 13F filing for Q1 2026, filed 19 May 2026.