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

Financial Symmetry’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
Q3 		$933K Buy
+13,298
New +$958K 0.3% 26
2026
Q1 		– Sell
-2,872
Closed -$213K – 65
2025
Q4 		$213K Buy
2,872
+28
+1% +$2.08K 0.09% 54
2025
Q3 		$211K Buy
2,844
+22
+0.8% +$1.62K 0.09% 50
2025
Q2 		$208K Buy
+2,822
New +$205K 0.11% 44

Other funds holding BND

SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GP
Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return

Financial Symmetry's BND Position: Q3 2026 in Review

Financial Symmetry opened a new position in Vanguard Total Bond Market (BND) in Q3 2026: 13,298 shares worth $933K. The stake represents 0.3% of the portfolio and ranks #26 among its holdings. This is a return to the name: Financial Symmetry previously reported a position in BND as recently as Q4 2025.

Financial Symmetry first reported a position in BND in Q2 2025 and has held it in 4 quarters since. 93 funds tracked by Wall St. Rank hold BND as of Q3 2026.

  • Financial Symmetry held 13,298 shares of Vanguard Total Bond Market worth $933K as of Q3 2026.
  • Vanguard Total Bond Market was a new Financial Symmetry position in Q3 2026.
  • Vanguard Total Bond Market made up 0.3% of Financial Symmetry's portfolio in Q3 2026, its #26 holding.
  • Financial Symmetry first reported a position in Vanguard Total Bond Market in Q2 2025 and has held it in 4 quarters since.
  • 93 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2026.

Based on Financial Symmetry's 13F filing for Q3 2026, filed 6 Oct 2026.