FFM
BND icon

Forum Financial Management’s Vanguard Total Bond Market BND Stock Holding History

Forum Financial Management’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 		$433K Sell
5,892
-2,834
-32% -$208K 0.01% 228
2026
Q1 		$643K Buy
8,726
+253
+3% +$18.8K 0.01% 169
2025
Q4 		$628K Buy
8,473
+1,775
+27% +$132K 0.01% 383
2025
Q3 		$498K Buy
6,698
+712
+12% +$52.4K 0.01% 455
2025
Q2 		$441K Buy
5,986
+273
+5% +$19.9K 0.01% 467
2025
Q1 		$420K Sell
5,713
-61
-1% -$4.43K 0.01% 438
2024
Q4 		$415K Buy
5,774
+2,110
+58% +$154K 0.01% 462
2024
Q3 		$275K Sell
3,664
-815
-18% -$60.3K ﹤0.01% 559
2024
Q2 		$323K Sell
4,479
-1,760
-28% -$126K 0.01% 449
2024
Q1 		$453K Buy
6,239
+731
+13% +$53K 0.01% 355
2023
Q4 		$405K Sell
5,508
-938
-15% -$66.2K 0.01% 353
2023
Q3 		$450K Sell
6,446
-1,111
-15% -$79.3K 0.01% 308
2023
Q2 		$549K Buy
7,557
+1,269
+20% +$93K 0.01% 276
2023
Q1 		$464K Sell
6,288
-1,750
-22% -$128K 0.01% 281
2022
Q4 		$577K Buy
8,038
+1,677
+26% +$120K 0.02% 222
2022
Q3 		$454K Sell
6,361
-2,496
-28% -$187K 0.02% 238
2022
Q2 		$667K Sell
8,857
-7,122
-45% -$542K 0.03% 177
2022
Q1 		$1.27M Buy
15,979
+1,104
+7% +$90.2K 0.06% 98
2021
Q4 		$1.26M Buy
+14,875
New +$1.27M 0.06% 96

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

Forum Financial Management's BND Position: Q2 2026 in Review

Forum Financial Management reduced its Vanguard Total Bond Market (BND) stake by 32% in Q2 2026, selling an estimated $208K and leaving 5,892 shares worth $433K. The position accounts for 0.01% of the portfolio, ranked #228.

Forum Financial Management first reported a position in BND in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.27M in Q1 2022. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Forum Financial Management held 5,892 shares of Vanguard Total Bond Market worth $433K as of Q2 2026.
  • Forum Financial Management sold 2,834 Vanguard Total Bond Market shares in Q2 2026, an estimated $208K.
  • Vanguard Total Bond Market made up 0.01% of Forum Financial Management's portfolio in Q2 2026, its #228 holding.
  • Forum Financial Management first reported a position in Vanguard Total Bond Market in Q4 2021 and has held it in 19 quarters since.
  • Forum Financial Management's Vanguard Total Bond Market position peaked at $1.27M in Q1 2022.
  • 1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.