BFC Planning, Inc.’s Vanguard Total Bond Market BND Stock Holding History

BFC Planning, Inc.’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	$2.13M	Sell	29,076 -4,179	-13%	-$307K	0.09%	235
2026 Q1	$2.45M	Buy	33,255 +1,722	+5%	+$128K	0.11%	187
2025 Q4	$2.34M	Buy	31,533 +4,573	+17%	+$340K	0.1%	189
2025 Q3	$2.01M	Sell	26,960 -2,448	-8%	-$180K	0.15%	127
2025 Q2	$2.17M	Buy	29,408 +5,894	+25%	+$429K	0.17%	111
2025 Q1	$1.73M	Sell	23,514 -2,110	-8%	-$153K	0.15%	128
2024 Q4	$1.84M	Buy	+25,624	New	+$1.87M	0.15%	119

Other funds holding BND

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

BFC Planning, Inc.'s BND Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Vanguard Total Bond Market (BND) stake by 13% in Q2 2026, selling an estimated $307K and leaving 29,076 shares worth $2.13M. The position accounts for 0.09% of the portfolio, ranked #235.

BFC Planning, Inc. first reported a position in BND in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.45M in Q1 2026. 1,838 funds tracked by Wall St. Rank hold BND as of Q2 2026.

BFC Planning, Inc. held 29,076 shares of Vanguard Total Bond Market worth $2.13M as of Q2 2026.
BFC Planning, Inc. sold 4,179 Vanguard Total Bond Market shares in Q2 2026, an estimated $307K.
Vanguard Total Bond Market made up 0.09% of BFC Planning, Inc.'s portfolio in Q2 2026, its #235 holding.
BFC Planning, Inc. first reported a position in Vanguard Total Bond Market in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s Vanguard Total Bond Market position peaked at $2.45M in Q1 2026.
1,838 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.