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

Francis Financial’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	-5,554	Closed	-$411K	–	116
2025 Q4	$411K	Hold	5,554	–	–	0.08%	74
2025 Q3	$413K	Sell	5,554 -176	-3%	-$13K	0.07%	80
2025 Q2	$422K	Hold	5,730	–	–	0.1%	64
2025 Q1	$421K	Hold	5,730	–	–	0.1%	57
2024 Q4	$412K	Sell	5,730 -1,026	-15%	-$75K	0.1%	60
2024 Q3	$507K	Buy	+6,756	New	+$500K	0.13%	53
2022 Q4	–	Sell	-3,803	Closed	-$271K	–	40
2022 Q3	$271K	Sell	3,803 -1,727	-31%	-$129K	0.28%	27
2022 Q2	$421K	Buy	+5,530	New	+$421K	0.37%	26
2018 Q1	$284K	Sell	3,550 -241	-6%	-$19.3K	0.65%	15
2017 Q4	$309K	Buy	+3,791	New	+$310K	0.67%	16

Other funds holding BND

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Francis Financial's BND Position: Q1 2026 in Review

Francis Financial sold out of Vanguard Total Bond Market (BND) in Q1 2026, closing a stake of 5,554 shares — an estimated $411K sold.

Francis Financial first reported a position in BND in Q4 2017 and held it in 10 quarters. The position peaked at $507K in Q3 2024. 1,763 funds tracked by Wall St. Rank hold BND as of Q1 2026.

Francis Financial reported no remaining Vanguard Total Bond Market position as of Q1 2026 after selling out during the quarter.
Francis Financial sold 5,554 Vanguard Total Bond Market shares in Q1 2026, an estimated $411K.
Francis Financial first reported a position in Vanguard Total Bond Market in Q4 2017 and held it in 10 quarters.
Francis Financial's Vanguard Total Bond Market position peaked at $507K in Q3 2024.
1,763 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Francis Financial's 13F filing for Q1 2026, filed 7 May 2026.