Harper Investing
BND icon

Harper Investing’s Vanguard Total Bond Market BND Stock Holding History

Harper Investing’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 		$23.8M Buy
339,953
+41,051
+14% +$2.96M 7.38% 2
2026
Q2 		$21.9M Buy
298,902
+43,452
+17% +$3.19M 7.4% 2
2026
Q1 		$18.8M Buy
255,450
+8,026
+3% +$595K 8.21% 2
2025
Q4 		$18.3M Buy
247,424
+12,885
+5% +$959K 7.89% 2
2025
Q3 		$17.4M Buy
234,539
+24,144
+11% +$1.78M 8.31% 2
2025
Q2 		$15.5M Buy
210,395
+28,476
+16% +$2.07M 8.66% 2
2025
Q1 		$13.4M Buy
181,919
+49,309
+37% +$3.58M 8.86% 3
2024
Q4 		$9.5M Sell
132,610
-26,390
-17% -$1.93M 7.03% 3
2024
Q3 		$11.9M Buy
159,000
+30,953
+24% +$2.29M 7.83% 3
2024
Q2 		$9.23M Buy
128,047
+46,007
+56% +$3.29M 9.08% 2
2024
Q1 		$5.96M Buy
82,040
+73,419
+852% +$5.33M 7.01% 2
2023
Q4 		$634K Buy
8,621
+81
+0.9% +$5.72K 0.68% 6
2023
Q3 		$596K Sell
8,540
-115
-1% -$8.21K 0.68% 7
2023
Q2 		$629K Sell
8,655
-13,582
-61% -$995K 0.73% 6
2023
Q1 		$1.64M Sell
22,237
-43,861
-66% -$3.21M 2.04% 4
2022
Q4 		$4.75M Sell
66,098
-104,683
-61% -$7.5M 5.86% 3
2022
Q3 		$12.2M Buy
170,781
+4,057
+2% +$304K 12.49% 2
2022
Q2 		$12.5M Sell
166,724
-12,873
-7% -$980K 12.75% 2
2022
Q1 		$14.3M Buy
+179,597
New +$14.7M 13.25% 2

Other funds holding BND

Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.7B AUM 3.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Oakworth Capital
Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

Harper Investing's BND Position: Q3 2026 in Review

Harper Investing increased its Vanguard Total Bond Market (BND) stake by 14% in Q3 2026, buying an estimated $2.96M and bringing the position to 339,953 shares worth $23.8M. The position accounts for 7.38% of the portfolio, ranked #2.

Harper Investing first reported a position in BND in Q1 2022 and has held it in 19 quarters since. 876 funds tracked by Wall St. Rank hold BND as of Q3 2026.

  • Harper Investing held 339,953 shares of Vanguard Total Bond Market worth $23.8M as of Q3 2026.
  • Harper Investing bought 41,051 Vanguard Total Bond Market shares in Q3 2026, an estimated $2.96M.
  • Vanguard Total Bond Market made up 7.38% of Harper Investing's portfolio in Q3 2026, its #2 holding.
  • Harper Investing first reported a position in Vanguard Total Bond Market in Q1 2022 and has held it in 19 quarters since.
  • 876 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2026.

Based on Harper Investing's 13F filing for Q3 2026, filed 22 Oct 2026.